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 1,352 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 |
|---|---|---|---|---|---|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
7,818
shares
|
$1.08 Million
0.35% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
7,740
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
7,740
shares
|
$1.07 Million
0.39% of portfolio
|
Q2 2023
Reduced 5.61%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
7,726
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
7,672
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
7,644
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.73%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
7,626
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 27.44%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
7,607
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
7,593
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,588
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 411.67%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
7,571
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2025
Reduced 2.89%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,571
shares
|
$1.05 Million
0.13% of portfolio
|
Q2 2024
Reduced 34.18%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
7,500
shares
|
$1.04 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,456
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.35%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
7,372
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,359
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
7,300
shares
|
$1.01 Million
0.55% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
7,290
shares
|
$1.01 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
7,281
shares
|
$1.01 Million
0.6% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
7,185
shares
|
$993,110
0.64% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,184
shares
|
$992,972
0.03% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
7,167
shares
|
$990,622
0.04% of portfolio
|
Q3 2025
Reduced 27.33%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
7,150
shares
|
$988,273
0.19% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
7,093
shares
|
$980,394
0.15% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,092
shares
|
$980,256
0.06% of portfolio
|
Q1 2025
Reduced 0.06%
|
|