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 |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,568
shares
|
$216,728
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
1,565
shares
|
$216,314
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
1,562
shares
|
$215,899
0.05% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
1,551
shares
|
$214,379
0.01% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
1,551
shares
|
$214,379
0.02% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
1,549
shares
|
$214,102
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
1,546
shares
|
$213,688
0.0% of portfolio
|
Q3 2025
Reduced 28.23%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,539
shares
|
$212,720
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,537
shares
|
$212,444
0.02% of portfolio
|
Q3 2025
Reduced 22.06%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
1,536
shares
|
$212,305
0.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
1,531
shares
|
$211,614
0.02% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Epiq Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,530
shares
|
$211,476
0.12% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
1,530
shares
|
$211,476
0.04% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
1,525
shares
|
$210,785
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
1,522
shares
|
$210,370
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,518
shares
|
$209,817
0.17% of portfolio
|
Q1 2023
Reduced 65.4%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,516
shares
|
$209,541
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
1,510
shares
|
$208,712
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
1,508
shares
|
$208,435
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
1,502
shares
|
$207,606
0.06% of portfolio
|
Q3 2025
Reduced 29.35%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
1,501
shares
|
$207,468
0.01% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$207,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,500
shares
|
$207,330
0.01% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
1,500
shares
|
$207,330
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
1,493
shares
|
$206,362
0.05% of portfolio
|
Q3 2025
Added 0.34%
|
|