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 1,350 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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
205,607
shares
|
$28.4 Million
0.3% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 29, 2025 Q3 2025 |
198,967
shares
|
$27.5 Million
10.85% of portfolio
|
Q3 2025
Added 85.2%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
196,979
shares
|
$27.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
196,119
shares
|
$27.1 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
194,713
shares
|
$26.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
193,984
shares
|
$26.8 Million
0.34% of portfolio
|
Q3 2023
Reduced 5.38%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
193,866
shares
|
$26.8 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
186,117
shares
|
$25.7 Million
2.86% of portfolio
|
Q4 2023
Added 0.67%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
185,217
shares
|
$25.6 Million
16.79% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
183,386
shares
|
$25.3 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
182,363
shares
|
$25.2 Million
2.86% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
175,650
shares
|
$24.3 Million
8.35% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
173,690
shares
|
$24 Million
0.83% of portfolio
|
Q3 2022
Added 71.12%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
166,797
shares
|
$23.1 Million
0.15% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
157,597
shares
|
$21.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
146,482
shares
|
$20.2 Million
2.32% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
137,149
shares
|
$19 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
125,712
shares
|
$17.4 Million
0.14% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
125,547
shares
|
$17.4 Million
5.46% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
121,087
shares
|
$16.7 Million
0.13% of portfolio
|
Q3 2025
Reduced 22.56%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
116,937
shares
|
$16.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
114,412
shares
|
$15.8 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
110,741
shares
|
$15.3 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
108,418
shares
|
$15 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
106,833
shares
|
$14.8 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.49%
|
|