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 1,333 institutions that hold shares in the stock, with a total of 70.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
4,523
shares
|
$630,099
0.11% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
4,522
shares
|
$629,959
0.03% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
4,520
shares
|
$629,681
1.7% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
4,467
shares
|
$622,297
0.03% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
4,460
shares
|
$621,322
0.19% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
4,460
shares
|
$621,322
0.5% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Martin Capital Partners, LLC
|
Oct 03, 2025 Q3 2025 |
4,452
shares
|
$620,208
0.24% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
4,444
shares
|
$619,093
0.01% of portfolio
|
Q2 2025
Added 55.88%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
4,443
shares
|
$618,954
0.02% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
4,435
shares
|
$617,839
0.05% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,433
shares
|
$617,561
0.19% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,419
shares
|
$615,610
0.05% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
4,405
shares
|
$613,660
0.07% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,404
shares
|
$613,521
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,396
shares
|
$612,406
0.05% of portfolio
|
Q4 2023
Reduced 9.45%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,390
shares
|
$611,570
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
4,384
shares
|
$610,735
0.41% of portfolio
|
Q2 2025
Added 102.87%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,380
shares
|
$610,177
0.57% of portfolio
|
Q4 2022
Reduced 2.52%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
4,353
shares
|
$606,416
0.03% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
4,316
shares
|
$601,261
0.1% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,315
shares
|
$601,122
0.09% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
4,300
shares
|
$599,033
0.19% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
4,277
shares
|
$595,828
0.1% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4,271
shares
|
$594,993
0.13% of portfolio
|
Q2 2022
Added 7.31%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
4,264
shares
|
$594,017
0.15% of portfolio
|
Q2 2025
Added 3.5%
|