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 1,354 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 |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
327
shares
|
$45,197
0.01% of portfolio
|
Q1 2025
Added 98.18%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
326
shares
|
$45,059
0.01% of portfolio
|
Q2 2022
Added 226.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
325
shares
|
$44,921
0.01% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
323
shares
|
$44,645
0.02% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
315
shares
|
$43,539
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
311
shares
|
$42,986
0.02% of portfolio
|
Q2 2023
Added 0.32%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
306
shares
|
$42,295
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
306
shares
|
$42,295
0.01% of portfolio
|
Q4 2024
Reduced 39.53%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
296
shares
|
$40,913
0.02% of portfolio
|
Q4 2022
Reduced 31.48%
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
294
shares
|
$40,636
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
290
shares
|
$40,083
0.02% of portfolio
|
Q2 2024
Reduced 14.71%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
287
shares
|
$39,669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
285
shares
|
$39,392
0.02% of portfolio
|
Q3 2025
Reduced 50.17%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
278
shares
|
$38,425
0.01% of portfolio
|
Q1 2024
Reduced 35.8%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
270
shares
|
$37,319
0.01% of portfolio
|
Q1 2025
Reduced 94.6%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
266
shares
|
$36,766
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
260
shares
|
$35,937
0.02% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
250
shares
|
$34,555
0.01% of portfolio
|
Q3 2025
Reduced 39.76%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
250
shares
|
$34,555
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
250
shares
|
$34,555
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
249
shares
|
$34,416
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
248
shares
|
$34,278
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
246
shares
|
$34,002
0.03% of portfolio
|
Q4 2024
Reduced 60.58%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
241
shares
|
$33,311
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
240
shares
|
$33,172
0.02% of portfolio
|
Q2 2025
Reduced 8.75%
|
|