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 1,352 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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
706
shares
|
$97,583
0.01% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
694
shares
|
$95,924
0.04% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
693
shares
|
$95,786
0.03% of portfolio
|
Q2 2025
Added 55.73%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
685
shares
|
$94,680
0.02% of portfolio
|
N/A
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
685
shares
|
$94,680
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
653
shares
|
$90,257
0.01% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
650
shares
|
$89,843
0.01% of portfolio
|
Q4 2025
Added 35.14%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
616
shares
|
$85,143
0.02% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
600
shares
|
$82,932
0.02% of portfolio
|
Q2 2020
Reduced 84.26%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
587
shares
|
$81,135
0.05% of portfolio
|
Q1 2025
Reduced 44.15%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
582
shares
|
$80,444
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
574
shares
|
$79,338
0.03% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
559
shares
|
$77,264
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
553
shares
|
$76,435
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
542
shares
|
$74,915
0.01% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
520
shares
|
$71,874
0.03% of portfolio
|
Q1 2025
Reduced 51.63%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
515
shares
|
$71,183
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
509
shares
|
$70,353
0.02% of portfolio
|
Q1 2024
Reduced 11.79%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
507
shares
|
$70,077
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
506
shares
|
$69,939
0.01% of portfolio
|
Q1 2023
Added 11.7%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
503
shares
|
$69,524
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
500
shares
|
$69,110
0.01% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
500
shares
|
$69,110
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
495
shares
|
$68,418
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
477
shares
|
$65,930
0.02% of portfolio
|
Q4 2022
New holding
|
|