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 1,316 institutions that hold shares in the stock, with a total of 73.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
25,894
shares
|
$3.52 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
25,886
shares
|
$3.52 Million
2.95% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
25,486
shares
|
$3.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
25,231
shares
|
$3.43 Million
0.34% of portfolio
|
Q3 2023
Added 4.64%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
25,102
shares
|
$3.41 Million
0.06% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
24,870
shares
|
$3.38 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
24,744
shares
|
$3.36 Million
0.51% of portfolio
|
Q4 2024
Added 1278.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
24,499
shares
|
$3.33 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,275
shares
|
$3.3 Million
0.11% of portfolio
|
Q3 2022
Added 291.6%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
24,208
shares
|
$3.29 Million
0.11% of portfolio
|
Q4 2024
Reduced 10.12%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
24,180
shares
|
$3.28 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
24,004
shares
|
$3.26 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
23,997
shares
|
$3.26 Million
2.19% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
23,486
shares
|
$3.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
23,389
shares
|
$3.18 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
23,281
shares
|
$3.16 Million
0.24% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
22,874
shares
|
$3.11 Million
0.02% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
22,846
shares
|
$3.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
22,302
shares
|
$3.03 Million
1.95% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
22,283
shares
|
$3.03 Million
1.47% of portfolio
|
Q4 2022
Reduced 0.1%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
22,280
shares
|
$3.03 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
22,185
shares
|
$3.01 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
22,159
shares
|
$3.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
21,900
shares
|
$2.97 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,887
shares
|
$2.97 Million
0.09% of portfolio
|
Q4 2024
Added 9.97%
|