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 70.6 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
7,356,574
shares
|
$1.02 Billion
0.07% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,744,818
shares
|
$656 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,116,544
shares
|
$431 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,031,473
shares
|
$419 Million
0.13% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
2,667,060
shares
|
$369 Million
13.96% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,221,989
shares
|
$307 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,148,968
shares
|
$297 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,037,033
shares
|
$282 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,732,685
shares
|
$239 Million
0.04% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,552,981
shares
|
$215 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,478,260
shares
|
$204 Million
0.49% of portfolio
|
Q3 2023
Added 18.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,395,059
shares
|
$193 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,085,812
shares
|
$150 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.4%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,039,379
shares
|
$144 Million
4.19% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
966,738
shares
|
$134 Million
0.18% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
801,808
shares
|
$111 Million
0.59% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
792,925
shares
|
$110 Million
0.14% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
772,382
shares
|
$107 Million
0.69% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
768,592
shares
|
$106 Million
0.42% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
747,741
shares
|
$103 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
698,199
shares
|
$96.5 Million
2.78% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
697,849
shares
|
$96.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
607,596
shares
|
$84 Million
4.5% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
603,939
shares
|
$83.5 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
584,204
shares
|
$80.7 Million
0.05% of portfolio
|
Q3 2025
Added 1.7%
|
|