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 |
|---|---|---|---|---|---|
|
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
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
475
shares
|
$65,654
0.03% of portfolio
|
Q2 2020
Reduced 32.14%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
475
shares
|
$65,654
0.01% of portfolio
|
Q4 2023
Reduced 55.81%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
454
shares
|
$62,751
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
450
shares
|
$62,199
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
425
shares
|
$58,743
0.02% of portfolio
|
Q4 2024
Added 203.57%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
420
shares
|
$58,052
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
414
shares
|
$57,223
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
404
shares
|
$55,840
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
402
shares
|
$55,564
0.0% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
401
shares
|
$55,426
0.0% of portfolio
|
Q3 2025
Reduced 92.91%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
400
shares
|
$55,288
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
400
shares
|
$55,288
0.02% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
385
shares
|
$53,214
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
383
shares
|
$52,938
0.0% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
382
shares
|
$52,800
0.0% of portfolio
|
Q1 2025
Reduced 26.54%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
373
shares
|
$51,556
0.01% of portfolio
|
Q3 2025
Reduced 67.51%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
372
shares
|
$51,417
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
361
shares
|
$49,897
0.02% of portfolio
|
Q2 2025
Reduced 41.21%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
359
shares
|
$49,620
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
358
shares
|
$49,482
0.01% of portfolio
|
Q2 2024
Added 5.92%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
353
shares
|
$48,791
0.02% of portfolio
|
Q4 2023
Reduced 25.53%
|
|