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 1,351 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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
14,030
shares
|
$1.94 Million
0.88% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
13,918
shares
|
$1.92 Million
0.31% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,877
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.93%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
13,765
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
13,706
shares
|
$1.89 Million
0.65% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
13,548
shares
|
$1.87 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
13,543
shares
|
$1.87 Million
0.43% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
13,459
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
13,442
shares
|
$1.86 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.84%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
13,403
shares
|
$1.85 Million
0.28% of portfolio
|
Q4 2022
Reduced 6.79%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
13,378
shares
|
$1.85 Million
0.33% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
13,233
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
13,030
shares
|
$1.8 Million
0.85% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
13,006
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
12,999
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
12,778
shares
|
$1.77 Million
1.01% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12,741
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,739
shares
|
$1.76 Million
0.22% of portfolio
|
Q3 2023
Reduced 14.93%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
12,701
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
12,645
shares
|
$1.75 Million
0.75% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
12,540
shares
|
$1.73 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
12,370
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2025
Added 39.0%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
12,362
shares
|
$1.71 Million
0.21% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
12,360
shares
|
$1.71 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
12,341
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.53%
|
|