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 1,350 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 |
|---|---|---|---|---|---|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
23,762
shares
|
$3.28 Million
0.54% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
23,744
shares
|
$3.28 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
23,732
shares
|
$3.28 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
23,555
shares
|
$3.26 Million
0.44% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
23,452
shares
|
$3.24 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
23,401
shares
|
$3.23 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
23,274
shares
|
$3.22 Million
1.28% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
23,217
shares
|
$3.21 Million
0.18% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
23,153
shares
|
$3.2 Million
0.05% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
23,017
shares
|
$3.18 Million
1.86% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
22,563
shares
|
$3.12 Million
0.08% of portfolio
|
Q3 2025
Added 31.56%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
22,447
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.61%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
22,300
shares
|
$3.08 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
22,283
shares
|
$3.08 Million
1.47% of portfolio
|
Q4 2022
Reduced 0.1%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
22,281
shares
|
$3.08 Million
0.14% of portfolio
|
Q3 2025
Reduced 38.68%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
22,234
shares
|
$3.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,035
shares
|
$3.05 Million
0.09% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
21,900
shares
|
$3.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
21,689
shares
|
$3 Million
0.69% of portfolio
|
Q4 2022
Added 12.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
21,470
shares
|
$2.97 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
21,104
shares
|
$2.92 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
20,989
shares
|
$2.9 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
20,953
shares
|
$2.9 Million
0.07% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
20,909
shares
|
$2.89 Million
0.09% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
20,674
shares
|
$2.86 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|