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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
5,076
shares
|
$701,604
0.25% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
5,065
shares
|
$700,084
0.29% of portfolio
|
Q4 2025
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
5,053
shares
|
$698,425
0.13% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
5,034
shares
|
$695,799
0.05% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,027
shares
|
$694,831
0.01% of portfolio
|
Q3 2025
Reduced 20.26%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
5,023
shares
|
$694,279
0.16% of portfolio
|
Q4 2024
Added 24.93%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,008
shares
|
$692,205
0.11% of portfolio
|
Q3 2025
Added 103.16%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
5,007
shares
|
$692,067
0.08% of portfolio
|
Q4 2025
Reduced 2.93%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
5,000
shares
|
$691,100
0.33% of portfolio
|
Q3 2021
Reduced 24.27%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
4,975
shares
|
$687,644
0.04% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
4,953
shares
|
$684,603
0.09% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,920
shares
|
$680,042
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
4,919
shares
|
$679,904
0.08% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
4,908
shares
|
$678,383
0.05% of portfolio
|
Q3 2025
Reduced 86.49%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
4,853
shares
|
$670,781
0.15% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,851
shares
|
$670,505
0.02% of portfolio
|
Q1 2024
Added 22.04%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,839
shares
|
$668,846
0.06% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,832
shares
|
$667,879
0.0% of portfolio
|
Q4 2022
Reduced 3.86%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
4,800
shares
|
$663,456
0.02% of portfolio
|
Q4 2021
Reduced 76.59%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
4,796
shares
|
$662,903
0.19% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,750
shares
|
$656,545
0.06% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
4,654
shares
|
$643,275
0.27% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
4,649
shares
|
$642,584
0.01% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,648
shares
|
$642,446
0.1% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
4,637
shares
|
$640,926
0.03% of portfolio
|
Q3 2025
Reduced 0.11%
|
|