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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,716
shares
|
$2.17 Million
0.19% of portfolio
|
Q4 2022
Added 5.8%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
15,629
shares
|
$2.16 Million
0.04% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
15,613
shares
|
$2.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
15,564
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
15,555
shares
|
$2.15 Million
0.86% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
15,509
shares
|
$2.14 Million
0.79% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
15,495
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2025
Added 64.84%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,482
shares
|
$2.14 Million
0.22% of portfolio
|
Q4 2023
Reduced 5.92%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
15,228
shares
|
$2.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
15,189
shares
|
$2.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
15,103
shares
|
$2.09 Million
0.14% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
14,904
shares
|
$2.06 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
14,787
shares
|
$2.04 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
14,767
shares
|
$2.04 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
14,759
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
14,718
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
14,584
shares
|
$2.02 Million
0.65% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
14,579
shares
|
$2.02 Million
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
14,407
shares
|
$1.99 Million
0.98% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
14,365
shares
|
$1.99 Million
0.02% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
14,344
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
14,288
shares
|
$1.97 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
14,228
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
14,138
shares
|
$1.95 Million
0.08% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
14,110
shares
|
$1.95 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.02%
|
|