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 1,354 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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
9,200
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
9,181
shares
|
$1.27 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
9,171
shares
|
$1.27 Million
0.36% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
9,163
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2023
Reduced 18.14%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
9,156
shares
|
$1.27 Million
0.48% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,154
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
9,122
shares
|
$1.26 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
9,062
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
9,031
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
8,988
shares
|
$1.24 Million
0.64% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
8,987
shares
|
$1.24 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
8,984
shares
|
$1.24 Million
0.62% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
8,897
shares
|
$1.23 Million
0.19% of portfolio
|
Q4 2025
Added 4.22%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
8,859
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
8,843
shares
|
$1.22 Million
0.45% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
8,795
shares
|
$1.22 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
8,752
shares
|
$1.21 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
8,739
shares
|
$1.21 Million
0.41% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
8,733
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
8,705
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
8,675
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,650
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 46.5%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
8,626
shares
|
$1.19 Million
0.3% of portfolio
|
Q4 2025
Reduced 2.2%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
8,604
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 07, 2026 Q4 2025 |
8,573
shares
|
$1.18 Million
0.69% of portfolio
|
Q4 2024
Added 3.56%
|
|