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 |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,252
shares
|
$449,491
0.33% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
3,252
shares
|
$449,491
0.2% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,251
shares
|
$449,353
0.25% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
3,250
shares
|
$449,215
0.2% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
3,249
shares
|
$449,076
0.11% of portfolio
|
Q3 2025
Added 25.74%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,240
shares
|
$447,832
0.06% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
3,230
shares
|
$446,450
0.03% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,209
shares
|
$443,547
0.03% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
3,203
shares
|
$442,718
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
3,179
shares
|
$439,401
0.08% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,159
shares
|
$436,636
0.01% of portfolio
|
Q4 2023
Reduced 3.25%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
3,156
shares
|
$436,222
0.27% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
3,155
shares
|
$436,084
0.12% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
3,151
shares
|
$435,531
0.13% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
3,148
shares
|
$435,116
0.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,141
shares
|
$434,149
0.13% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,138
shares
|
$433,734
0.08% of portfolio
|
Q2 2025
Added 18.82%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,133
shares
|
$433,043
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,123
shares
|
$431,661
0.02% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,117
shares
|
$430,831
0.1% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
3,105
shares
|
$429,173
0.19% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
3,088
shares
|
$426,823
0.0% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
3,078
shares
|
$425,441
0.02% of portfolio
|
Q2 2025
Reduced 21.64%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,073
shares
|
$424,750
0.59% of portfolio
|
Q4 2022
Added 35.97%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
3,064
shares
|
$423,506
0.26% of portfolio
|
Q4 2022
Reduced 16.38%
|
|