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 1,350 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 |
|---|---|---|---|---|---|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
85,162
shares
|
$11.8 Million
3.89% of portfolio
|
Q4 2023
Reduced 10.11%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
83,636
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
83,249
shares
|
$11.5 Million
0.06% of portfolio
|
Q3 2025
Added 27.64%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
82,327
shares
|
$11.4 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
81,104
shares
|
$11.2 Million
3.04% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
80,703
shares
|
$11.2 Million
0.4% of portfolio
|
Q4 2021
Added 28.56%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
78,673
shares
|
$10.9 Million
2.43% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
78,079
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
77,851
shares
|
$10.8 Million
0.8% of portfolio
|
Q4 2022
Added 159.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
77,798
shares
|
$10.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
77,619
shares
|
$10.7 Million
2.15% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
77,305
shares
|
$10.7 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2025 Q3 2025 |
76,127
shares
|
$10.5 Million
10.07% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
75,685
shares
|
$10.5 Million
3.67% of portfolio
|
Q4 2024
Added 21.36%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
74,080
shares
|
$10.2 Million
0.03% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
73,539
shares
|
$10.2 Million
0.31% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
73,461
shares
|
$10.2 Million
0.22% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
72,421
shares
|
$10 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
71,774
shares
|
$9.92 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
69,426
shares
|
$9.6 Million
2.11% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
69,081
shares
|
$9.55 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
67,791
shares
|
$9.37 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
66,655
shares
|
$9.21 Million
0.42% of portfolio
|
Q3 2025
Added 281.93%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
66,089
shares
|
$9.13 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
65,300
shares
|
$9.03 Million
2.86% of portfolio
|
Q1 2025
Added 27.29%
|
|