Institutional Ownership Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Divide (SDY). We have compiled data on the 1,353 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
26,786
shares
|
$3.7 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
26,725
shares
|
$3.69 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
26,672
shares
|
$3.69 Million
2.1% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
26,512
shares
|
$3.66 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
26,436
shares
|
$3.65 Million
0.08% of portfolio
|
Q3 2025
Reduced 31.52%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
26,132
shares
|
$3.61 Million
0.78% of portfolio
|
Q4 2022
Added 21.83%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
26,070
shares
|
$3.6 Million
2.72% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
25,921
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
25,885
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2025
Added 77.94%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
25,855
shares
|
$3.57 Million
0.94% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
25,607
shares
|
$3.54 Million
0.27% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
25,364
shares
|
$3.51 Million
0.59% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
25,300
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
25,216
shares
|
$3.49 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
25,102
shares
|
$3.47 Million
1.03% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
24,912
shares
|
$3.44 Million
0.11% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
24,645
shares
|
$3.41 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
24,581
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
24,517
shares
|
$3.39 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,275
shares
|
$3.36 Million
0.11% of portfolio
|
Q3 2022
Added 291.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
24,170
shares
|
$3.34 Million
0.06% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
24,147
shares
|
$3.34 Million
0.15% of portfolio
|
Q3 2025
Reduced 16.84%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
24,137
shares
|
$3.34 Million
0.1% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
24,015
shares
|
$3.32 Million
0.02% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
23,843
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.16%
|
|