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 |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
20,598
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.91%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
20,503
shares
|
$2.83 Million
0.16% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
20,472
shares
|
$2.83 Million
0.59% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
20,355
shares
|
$2.81 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
20,047
shares
|
$2.77 Million
0.59% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
19,913
shares
|
$2.75 Million
0.18% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
19,680
shares
|
$2.72 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
19,565
shares
|
$2.7 Million
0.37% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
19,534
shares
|
$2.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
19,427
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2025
Added 41.13%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,294
shares
|
$2.67 Million
0.04% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
19,119
shares
|
$2.64 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
19,022
shares
|
$2.63 Million
2.18% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
19,004
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
18,977
shares
|
$2.62 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
18,927
shares
|
$2.62 Million
1.41% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
18,876
shares
|
$2.61 Million
0.08% of portfolio
|
Q4 2023
Reduced 3.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
18,849
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2025
Added 270.1%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
18,806
shares
|
$2.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
18,645
shares
|
$2.58 Million
0.06% of portfolio
|
Q3 2025
Reduced 45.65%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
18,556
shares
|
$2.56 Million
1.1% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
18,407
shares
|
$2.54 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,263
shares
|
$2.52 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
18,078
shares
|
$2.5 Million
0.13% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
18,007
shares
|
$2.49 Million
0.41% of portfolio
|
Q3 2025
Reduced 49.68%
|
|