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 |
|---|---|---|---|---|---|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,380
shares
|
$605,403
0.57% of portfolio
|
Q4 2022
Reduced 2.52%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
4,374
shares
|
$604,574
0.1% of portfolio
|
Q4 2025
Added 1.34%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
4,373
shares
|
$604,436
0.03% of portfolio
|
Q4 2025
Added 0.46%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
4,369
shares
|
$603,883
0.05% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,315
shares
|
$596,419
0.09% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
4,284
shares
|
$592,134
0.35% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
4,277
shares
|
$591,166
0.1% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,274
shares
|
$590,752
0.0% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
4,273
shares
|
$590,614
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4,271
shares
|
$590,337
0.13% of portfolio
|
Q2 2022
Added 7.31%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
4,259
shares
|
$588,678
0.21% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
4,248
shares
|
$587,158
0.02% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
4,225
shares
|
$583,979
0.01% of portfolio
|
Q3 2025
Added 27.64%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
4,222
shares
|
$583,564
0.14% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
4,217
shares
|
$582,873
0.35% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
4,207
shares
|
$581,491
0.17% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,200
shares
|
$580,524
0.11% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,192
shares
|
$579,418
0.04% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,190
shares
|
$579,141
0.02% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
4,160
shares
|
$574,995
0.17% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,155
shares
|
$574,304
0.09% of portfolio
|
Q3 2025
Reduced 20.1%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
4,133
shares
|
$571,263
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,121
shares
|
$569,604
0.01% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
4,117
shares
|
$569,051
0.22% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
4,115
shares
|
$568,775
0.02% of portfolio
|
Q3 2025
New holding
|
|