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 |
|---|---|---|---|---|---|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
11,167
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
11,165
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.79%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
11,048
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,867
shares
|
$1.5 Million
0.47% of portfolio
|
Q3 2023
New holding
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
10,842
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
10,754
shares
|
$1.49 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
10,750
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
10,729
shares
|
$1.48 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
10,700
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
10,571
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
10,528
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
10,492
shares
|
$1.45 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
10,478
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
10,395
shares
|
$1.44 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,356
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
10,315
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
10,270
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
10,226
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
10,146
shares
|
$1.4 Million
0.81% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
10,143
shares
|
$1.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
10,076
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
10,064
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2025
Reduced 38.22%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
9,900
shares
|
$1.37 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Hourglass Capital, LLC
|
Nov 10, 2025 Q3 2025 |
9,895
shares
|
$1.37 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,868
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Added 1.22%
|
|