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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
39,215
shares
|
$5.42 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
39,173
shares
|
$5.41 Million
0.26% of portfolio
|
Q3 2025
Added 2424.03%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
38,927
shares
|
$5.38 Million
0.26% of portfolio
|
Q2 2024
Added 12.91%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
38,480
shares
|
$5.32 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
38,189
shares
|
$5.28 Million
0.12% of portfolio
|
Q2 2025
Reduced 48.11%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
38,149
shares
|
$5.27 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
38,045
shares
|
$5.26 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
38,027
shares
|
$5.26 Million
0.65% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
37,946
shares
|
$5.24 Million
2.17% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
37,921
shares
|
$5.24 Million
3.8% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
37,901
shares
|
$5.24 Million
0.04% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
37,364
shares
|
$5.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
36,688
shares
|
$5.07 Million
0.22% of portfolio
|
Q2 2023
Reduced 10.74%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
35,753
shares
|
$4.94 Million
0.8% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
35,731
shares
|
$4.94 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
34,689
shares
|
$4.79 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
34,196
shares
|
$4.73 Million
0.29% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
33,639
shares
|
$4.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.45%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
33,001
shares
|
$4.56 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
32,965
shares
|
$4.56 Million
1.05% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
32,900
shares
|
$4.55 Million
1.36% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
32,760
shares
|
$4.53 Million
2.24% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32,357
shares
|
$4.47 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
31,325
shares
|
$4.33 Million
0.49% of portfolio
|
Q3 2025
Added 298.89%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
30,530
shares
|
$4.22 Million
1.37% of portfolio
|
Q3 2024
Reduced 1.45%
|
|