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 |
|---|---|---|---|---|---|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
3,199
shares
|
$445,652
0.13% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
3,179
shares
|
$442,866
0.08% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
3,172
shares
|
$441,891
0.1% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,167
shares
|
$441,194
0.03% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,159
shares
|
$440,080
0.01% of portfolio
|
Q4 2023
Reduced 3.25%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
3,156
shares
|
$439,662
0.27% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
3,155
shares
|
$439,523
0.12% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,151
shares
|
$438,965
0.13% of portfolio
|
Q2 2024
Added 10.52%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
3,151
shares
|
$438,965
0.14% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,138
shares
|
$437,154
0.08% of portfolio
|
Q2 2025
Added 18.82%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
3,138
shares
|
$437,154
0.03% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,133
shares
|
$436,458
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,131
shares
|
$436,179
0.02% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,117
shares
|
$434,229
0.1% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
3,095
shares
|
$431,164
0.2% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
3,078
shares
|
$428,796
0.02% of portfolio
|
Q2 2025
Reduced 21.64%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,073
shares
|
$428,099
0.59% of portfolio
|
Q4 2022
Added 35.97%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
3,064
shares
|
$426,845
0.26% of portfolio
|
Q4 2022
Reduced 16.38%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
3,045
shares
|
$424,198
0.17% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
3,043
shares
|
$423,920
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
3,042
shares
|
$423,781
0.22% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
3,042
shares
|
$423,781
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
3,022
shares
|
$420,994
0.02% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
3,020
shares
|
$420,716
0.22% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,016
shares
|
$420,158
0.01% of portfolio
|
Q2 2025
Reduced 10.16%
|