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 1,353 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,029
shares
|
$556,888
0.11% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
4,023
shares
|
$556,059
0.04% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
4,016
shares
|
$555,091
0.02% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
4,009
shares
|
$554,123
0.04% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
4,003
shares
|
$553,294
0.24% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Ashford Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,000
shares
|
$552,880
0.12% of portfolio
|
Q3 2025
Added 116.45%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,959
shares
|
$547,212
0.01% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
3,941
shares
|
$544,725
0.49% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
3,940
shares
|
$544,586
0.18% of portfolio
|
Q3 2025
Reduced 28.6%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
3,931
shares
|
$543,342
0.01% of portfolio
|
Q3 2025
Reduced 19.5%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
3,927
shares
|
$542,789
0.12% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
3,917
shares
|
$541,407
0.26% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
3,910
shares
|
$540,440
0.19% of portfolio
|
Q1 2023
Added 4.83%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
3,894
shares
|
$538,228
0.03% of portfolio
|
Q3 2025
Reduced 63.8%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
3,851
shares
|
$532,285
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
3,839
shares
|
$530,626
0.34% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
3,825
shares
|
$528,691
0.1% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,804
shares
|
$525,788
0.05% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
3,789
shares
|
$523,715
0.06% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
3,772
shares
|
$521,365
0.24% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
3,765
shares
|
$520,398
0.03% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,760
shares
|
$519,707
0.01% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
3,759
shares
|
$519,568
0.1% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
3,743
shares
|
$517,357
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
3,733
shares
|
$515,975
0.12% of portfolio
|
Q3 2025
Reduced 10.13%
|
|