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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
30,387
shares
|
$4.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
30,334
shares
|
$4.19 Million
0.06% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
30,098
shares
|
$4.16 Million
0.98% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
30,085
shares
|
$4.16 Million
1.73% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
30,005
shares
|
$4.15 Million
0.04% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
29,929
shares
|
$4.14 Million
0.1% of portfolio
|
Q1 2023
Reduced 30.63%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
29,898
shares
|
$4.13 Million
0.29% of portfolio
|
Q3 2025
Added 31.51%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
29,797
shares
|
$4.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
29,626
shares
|
$4.09 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
29,553
shares
|
$4.08 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
29,523
shares
|
$4.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
29,460
shares
|
$4.07 Million
0.19% of portfolio
|
Q3 2025
Reduced 81.97%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
29,357
shares
|
$4.06 Million
2.65% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
29,001
shares
|
$4.01 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
28,974
shares
|
$4 Million
0.86% of portfolio
|
Q3 2025
Reduced 33.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
28,555
shares
|
$3.95 Million
0.28% of portfolio
|
Q3 2025
Added 47.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
28,516
shares
|
$3.94 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
28,176
shares
|
$3.89 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
28,143
shares
|
$3.89 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
27,962
shares
|
$3.86 Million
0.0% of portfolio
|
Q3 2025
Added 28.95%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
27,816
shares
|
$3.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
27,114
shares
|
$3.75 Million
0.07% of portfolio
|
Q3 2025
Added 27.79%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
27,062
shares
|
$3.74 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 27, 2025 Q3 2025 |
27,027
shares
|
$3.74 Million
2.67% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
27,007
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2025
Added 1.92%
|
|