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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,092
shares
|
$980,256
0.06% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
7,028
shares
|
$971,410
0.03% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
7,000
shares
|
$967,540
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
6,970
shares
|
$963,393
0.02% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
6,946
shares
|
$960,076
0.06% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
6,941
shares
|
$959,385
0.49% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
6,927
shares
|
$957,449
0.07% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
6,838
shares
|
$945,148
0.04% of portfolio
|
Q2 2025
Reduced 26.42%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
6,809
shares
|
$941,139
0.08% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
6,807
shares
|
$940,863
0.07% of portfolio
|
Q3 2022
Added 269.95%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
6,740
shares
|
$931,602
0.45% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,713
shares
|
$927,870
0.02% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,689
shares
|
$924,553
0.17% of portfolio
|
Q3 2022
Added 2.81%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
6,675
shares
|
$922,618
0.09% of portfolio
|
Q4 2025
Reduced 5.12%
|
|
|
Martin Capital Partners, LLC
|
Jan 06, 2026 Q4 2025 |
6,673
shares
|
$922,342
0.35% of portfolio
|
Q4 2025
Added 49.89%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
6,665
shares
|
$921,236
0.03% of portfolio
|
Q3 2025
Reduced 21.27%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
6,660
shares
|
$920,545
0.0% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,604
shares
|
$912,804
0.19% of portfolio
|
Q2 2023
Reduced 4.28%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
6,579
shares
|
$909,349
0.02% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
6,579
shares
|
$909,349
0.11% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
6,539
shares
|
$903,820
0.07% of portfolio
|
Q2 2025
Reduced 33.77%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
6,536
shares
|
$903,405
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,533
shares
|
$902,991
0.06% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
6,472
shares
|
$894,559
0.55% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
6,444
shares
|
$890,689
0.07% of portfolio
|
Q4 2025
Added 67.33%
|
|