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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,500
shares
|
$760,210
0.18% of portfolio
|
Q1 2020
Reduced 11.02%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
5,499
shares
|
$760,071
0.08% of portfolio
|
Q3 2025
Added 22.23%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
5,496
shares
|
$759,657
0.27% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,456
shares
|
$754,128
0.05% of portfolio
|
Q4 2023
Added 6.83%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,440
shares
|
$751,916
0.05% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
5,432
shares
|
$750,811
0.02% of portfolio
|
Q3 2025
Reduced 41.94%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
5,428
shares
|
$750,258
0.3% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
5,410
shares
|
$747,770
0.42% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
5,406
shares
|
$747,217
0.01% of portfolio
|
Q3 2025
Added 251.27%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
5,402
shares
|
$746,664
0.09% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,370
shares
|
$742,241
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,370
shares
|
$742,241
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
5,362
shares
|
$741,135
0.26% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,350
shares
|
$739,477
0.27% of portfolio
|
Q4 2022
Reduced 99.2%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
5,344
shares
|
$738,647
0.26% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
5,318
shares
|
$735,053
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,233
shares
|
$723,305
0.03% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
5,224
shares
|
$722,061
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
5,219
shares
|
$721,370
0.01% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
5,203
shares
|
$719,158
0.11% of portfolio
|
Q2 2025
Reduced 33.2%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,185
shares
|
$716,670
0.2% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
5,182
shares
|
$716,256
0.23% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
5,146
shares
|
$711,280
0.15% of portfolio
|
Q3 2023
Reduced 19.34%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
5,128
shares
|
$708,792
0.03% of portfolio
|
Q3 2025
Reduced 19.07%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
5,078
shares
|
$701,881
0.06% of portfolio
|
Q2 2025
Reduced 26.7%
|
|