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 |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
52,687
shares
|
$7.28 Million
0.07% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
51,479
shares
|
$7.12 Million
0.15% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
51,429
shares
|
$7.11 Million
1.76% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
50,323
shares
|
$6.96 Million
1.19% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
49,737
shares
|
$6.87 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
49,697
shares
|
$6.87 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
49,267
shares
|
$6.81 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
48,622
shares
|
$6.72 Million
3.45% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
48,517
shares
|
$6.71 Million
0.54% of portfolio
|
Q4 2022
Reduced 2.04%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
47,271
shares
|
$6.53 Million
0.22% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
47,162
shares
|
$6.52 Million
0.99% of portfolio
|
Q3 2025
Added 55.46%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
46,537
shares
|
$6.43 Million
3.92% of portfolio
|
Q1 2025
Added 20.01%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
46,177
shares
|
$6.38 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
44,703
shares
|
$6.18 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
44,012
shares
|
$6.08 Million
0.07% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
43,799
shares
|
$6.05 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
43,596
shares
|
$6.03 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
43,578
shares
|
$6.02 Million
0.53% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
43,494
shares
|
$6.01 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
42,556
shares
|
$5.88 Million
2.17% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
42,526
shares
|
$5.88 Million
0.08% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
41,421
shares
|
$5.73 Million
0.37% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
41,404
shares
|
$5.72 Million
0.02% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
40,990
shares
|
$5.67 Million
2.29% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
39,580
shares
|
$5.47 Million
0.43% of portfolio
|
Q3 2025
Added 3.22%
|
|