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 |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
4,637
shares
|
$640,926
0.02% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
4,623
shares
|
$638,991
0.06% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
4,602
shares
|
$636,088
0.05% of portfolio
|
Q3 2025
Reduced 15.87%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,600
shares
|
$635,812
0.03% of portfolio
|
Q2 2023
Added 64.29%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
4,592
shares
|
$634,706
0.36% of portfolio
|
Q4 2025
Reduced 2.34%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
4,591
shares
|
$634,568
0.31% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
4,588
shares
|
$634,153
0.06% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
4,551
shares
|
$629,039
0.22% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
4,543
shares
|
$627,933
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
4,542
shares
|
$627,795
0.24% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,538
shares
|
$627,242
0.01% of portfolio
|
Q4 2022
Reduced 2.87%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
4,523
shares
|
$625,169
0.11% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
4,520
shares
|
$624,754
1.7% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
4,513
shares
|
$623,786
0.02% of portfolio
|
Q3 2025
Added 67.64%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
4,495
shares
|
$621,298
0.07% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
4,494
shares
|
$621,160
0.02% of portfolio
|
Q3 2025
Added 21.66%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
4,469
shares
|
$617,705
0.02% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
4,467
shares
|
$617,428
0.03% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,460
shares
|
$616,461
0.18% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
4,460
shares
|
$616,461
0.5% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
4,458
shares
|
$616,184
0.06% of portfolio
|
Q4 2025
Reduced 32.49%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
4,440
shares
|
$613,696
0.05% of portfolio
|
Q4 2025
Reduced 3.88%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
4,429
shares
|
$612,176
0.2% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,401
shares
|
$608,306
0.02% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,396
shares
|
$607,615
0.05% of portfolio
|
Q4 2023
Reduced 9.45%
|
|