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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,446
shares
|
$338,086
0.07% of portfolio
|
Q2 2022
Reduced 1.85%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,445
shares
|
$337,947
0.01% of portfolio
|
Q3 2025
Reduced 27.04%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,443
shares
|
$337,671
0.03% of portfolio
|
Q3 2025
Reduced 16.88%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
2,429
shares
|
$335,736
0.03% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Oak Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,425
shares
|
$335,183
0.12% of portfolio
|
Q1 2024
Reduced 27.07%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
2,399
shares
|
$331,589
0.01% of portfolio
|
Q4 2023
Added 19.95%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,398
shares
|
$331,451
0.03% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
2,381
shares
|
$329,101
0.09% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
2,376
shares
|
$328,410
0.22% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,361
shares
|
$326,337
0.02% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
2,358
shares
|
$325,922
0.07% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
2,344
shares
|
$323,987
0.02% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
2,310
shares
|
$319,288
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
2,310
shares
|
$319,288
0.07% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
2,300
shares
|
$317,906
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
2,298
shares
|
$317,629
0.1% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
2,293
shares
|
$316,938
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
2,292
shares
|
$316,800
0.03% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,291
shares
|
$316,662
0.02% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
2,285
shares
|
$315,832
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
2,278
shares
|
$314,865
0.01% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
2,274
shares
|
$314,312
0.22% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
2,271
shares
|
$313,897
0.16% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
2,268
shares
|
$313,482
0.01% of portfolio
|
Q3 2025
Reduced 20.78%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,261
shares
|
$312,515
0.0% of portfolio
|
Q1 2024
Reduced 4.84%
|
|