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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,882
shares
|
$398,350
0.02% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
2,863
shares
|
$395,723
0.02% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
2,863
shares
|
$395,723
0.03% of portfolio
|
Q3 2025
Added 29.9%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
2,856
shares
|
$394,756
0.01% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
2,836
shares
|
$391,991
0.05% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
2,827
shares
|
$390,747
0.04% of portfolio
|
Q1 2024
Reduced 15.03%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
2,810
shares
|
$388,398
0.12% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
2,809
shares
|
$388,259
0.01% of portfolio
|
Q2 2023
Reduced 28.52%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,808
shares
|
$388,121
0.07% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
2,800
shares
|
$387,016
0.03% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,793
shares
|
$386,048
0.01% of portfolio
|
Q2 2022
Reduced 8.4%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
2,791
shares
|
$385,772
0.02% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
2,774
shares
|
$383,422
0.01% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
2,770
shares
|
$382,869
0.07% of portfolio
|
Q3 2025
Reduced 19.78%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,759
shares
|
$381,348
0.07% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
2,757
shares
|
$381,072
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
2,743
shares
|
$379,137
0.02% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2,740
shares
|
$378,722
0.28% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
2,740
shares
|
$378,722
0.13% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,728
shares
|
$377,064
0.09% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
2,724
shares
|
$376,511
0.17% of portfolio
|
Q4 2023
Added 0.74%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,715
shares
|
$375,267
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
2,712
shares
|
$374,852
0.13% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
2,708
shares
|
$374,299
0.03% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
2,695
shares
|
$372,502
0.07% of portfolio
|
Q1 2025
Reduced 8.8%
|
|