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 |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
3,725
shares
|
$514,869
0.04% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
3,709
shares
|
$512,657
0.1% of portfolio
|
Q2 2025
Added 23.39%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,708
shares
|
$512,519
0.07% of portfolio
|
Q2 2023
Added 16.35%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
3,702
shares
|
$511,690
0.1% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
3,700
shares
|
$511,414
0.05% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
3,697
shares
|
$510,999
0.03% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
3,687
shares
|
$509,617
0.06% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
3,678
shares
|
$508,373
0.02% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
3,677
shares
|
$508,234
0.01% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
3,663
shares
|
$506,299
0.24% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
3,651
shares
|
$504,641
0.11% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,650
shares
|
$504,503
0.22% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
3,648
shares
|
$504,226
0.17% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
3,645
shares
|
$503,811
0.19% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,641
shares
|
$503,259
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
3,639
shares
|
$502,982
0.32% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,634
shares
|
$502,291
0.27% of portfolio
|
Q4 2023
Reduced 45.35%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
3,629
shares
|
$501,600
0.16% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$497,592
0.01% of portfolio
|
Q3 2022
Added 16.47%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
3,593
shares
|
$496,624
0.01% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
3,589
shares
|
$496,071
0.04% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,565
shares
|
$492,754
0.04% of portfolio
|
Q2 2024
Added 1205.86%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3,552
shares
|
$490,957
0.34% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,539
shares
|
$489,160
0.0% of portfolio
|
Q3 2025
Reduced 98.51%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,500
shares
|
$483,770
0.03% of portfolio
|
Q2 2022
New holding
|
|