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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
5,950
shares
|
$822,409
0.05% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
5,948
shares
|
$822,132
0.0% of portfolio
|
Q3 2025
Reduced 13.7%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
5,906
shares
|
$816,327
0.07% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
5,896
shares
|
$814,945
0.07% of portfolio
|
Q3 2025
Reduced 35.45%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
5,860
shares
|
$809,969
0.05% of portfolio
|
Q4 2025
Reduced 0.93%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,854
shares
|
$809,139
0.07% of portfolio
|
Q3 2025
Added 18.69%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
5,817
shares
|
$804,025
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
5,816
shares
|
$803,887
0.01% of portfolio
|
Q4 2025
Added 17.33%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,765
shares
|
$796,838
0.16% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,759
shares
|
$796,008
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
5,736
shares
|
$792,829
0.28% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
5,699
shares
|
$787,715
0.03% of portfolio
|
Q3 2025
Added 20.79%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
5,673
shares
|
$784,122
0.34% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
5,662
shares
|
$782,601
0.05% of portfolio
|
Q1 2025
Reduced 25.1%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
5,659
shares
|
$782,186
0.62% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
5,654
shares
|
$781,495
0.02% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
5,641
shares
|
$779,699
0.23% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
5,636
shares
|
$779,007
0.34% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
5,618
shares
|
$776,519
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
5,618
shares
|
$776,519
0.45% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,605
shares
|
$774,723
0.01% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,595
shares
|
$773,340
0.0% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,579
shares
|
$771,129
0.14% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
5,575
shares
|
$770,576
0.03% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
5,526
shares
|
$763,803
0.02% of portfolio
|
Q3 2025
Added 0.53%
|
|