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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
510,320
shares
|
$70.5 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
487,954
shares
|
$67.4 Million
0.08% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
479,776
shares
|
$66.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
465,437
shares
|
$64.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
449,976
shares
|
$62.2 Million
0.06% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
426,827
shares
|
$59 Million
0.04% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
418,417
shares
|
$57.8 Million
9.64% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
405,750
shares
|
$56.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
378,417
shares
|
$52.3 Million
0.09% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
342,360
shares
|
$47.3 Million
3.11% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
334,267
shares
|
$46.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
286,592
shares
|
$39.6 Million
6.58% of portfolio
|
Q2 2025
Reduced 22.2%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
281,487
shares
|
$38.9 Million
7.19% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
278,363
shares
|
$38.5 Million
1.72% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
277,169
shares
|
$38.3 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
272,977
shares
|
$37.7 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2025 Q3 2025 |
247,496
shares
|
$34.2 Million
0.75% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
247,239
shares
|
$34.2 Million
8.28% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
245,596
shares
|
$33.9 Million
0.07% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
238,804
shares
|
$33 Million
0.09% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
223,525
shares
|
$30.9 Million
0.44% of portfolio
|
Q3 2025
Added 126.56%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
220,817
shares
|
$30.5 Million
0.04% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
216,449
shares
|
$29.9 Million
0.18% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
213,700
shares
|
$29.5 Million
4.11% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
212,097
shares
|
$29.3 Million
0.15% of portfolio
|
Q3 2025
Added 26.35%
|
|