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 1,356 institutions that hold shares in the stock, with a total of 70.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
994
shares
|
$137,390
0.03% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
993
shares
|
$137,252
0.0% of portfolio
|
Q3 2025
Added 297.2%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
988
shares
|
$136,561
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
977
shares
|
$135,040
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
970
shares
|
$134,073
0.01% of portfolio
|
Q1 2025
Reduced 19.83%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
969
shares
|
$133,935
0.03% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
960
shares
|
$132,691
0.03% of portfolio
|
Q2 2023
Added 0.73%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
936
shares
|
$129,373
0.01% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
894
shares
|
$123,568
0.02% of portfolio
|
Q3 2025
Added 175.93%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
890
shares
|
$123,015
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
875
shares
|
$120,942
0.01% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
867
shares
|
$119,836
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
861
shares
|
$119,007
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
858
shares
|
$118,592
0.02% of portfolio
|
Q2 2024
Added 9.86%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
858
shares
|
$118,592
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
850
shares
|
$117,487
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
842
shares
|
$116,381
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
837
shares
|
$115,690
0.03% of portfolio
|
Q1 2025
Reduced 30.37%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
835
shares
|
$115,413
0.08% of portfolio
|
Q4 2024
Reduced 78.74%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
818
shares
|
$113,063
0.01% of portfolio
|
Q1 2022
Reduced 15.15%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
815
shares
|
$112,649
0.02% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
778
shares
|
$107,535
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
770
shares
|
$106,429
0.0% of portfolio
|
Q3 2025
Reduced 20.62%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
768
shares
|
$106,152
0.02% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
765
shares
|
$105,738
0.03% of portfolio
|
Q4 2024
New holding
|
|