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 1,356 institutions that hold shares in the stock, with a total of 70.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
12,338
shares
|
$1.71 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
12,328
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.82%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
12,295
shares
|
$1.7 Million
0.31% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
12,267
shares
|
$1.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
12,227
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2025
Added 5.63%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
12,021
shares
|
$1.66 Million
1.26% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
12,000
shares
|
$1.66 Million
0.14% of portfolio
|
Q2 2022
Reduced 69.34%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
11,903
shares
|
$1.65 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
11,868
shares
|
$1.64 Million
0.56% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,834
shares
|
$1.64 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
11,814
shares
|
$1.63 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
11,777
shares
|
$1.63 Million
0.53% of portfolio
|
Q3 2025
Added 165.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,776
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
Added 89.54%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
11,735
shares
|
$1.62 Million
0.75% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
11,693
shares
|
$1.62 Million
0.88% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
11,654
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
11,606
shares
|
$1.6 Million
0.09% of portfolio
|
Q4 2025
Added 3.93%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
11,573
shares
|
$1.6 Million
1.08% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,528
shares
|
$1.59 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
11,502
shares
|
$1.59 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
11,425
shares
|
$1.58 Million
0.3% of portfolio
|
Q4 2025
Reduced 0.91%
|
|