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 |
|---|---|---|---|---|---|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
21,691
shares
|
$2.95 Million
1.69% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
21,689
shares
|
$2.95 Million
0.69% of portfolio
|
Q4 2022
Added 12.66%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
21,586
shares
|
$2.93 Million
0.08% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
20,989
shares
|
$2.85 Million
0.25% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
20,981
shares
|
$2.85 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
20,782
shares
|
$2.82 Million
0.05% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
20,550
shares
|
$2.79 Million
0.05% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
20,541
shares
|
$2.79 Million
0.97% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
20,485
shares
|
$2.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
20,472
shares
|
$2.78 Million
0.59% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
20,452
shares
|
$2.78 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
20,332
shares
|
$2.76 Million
0.12% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
20,280
shares
|
$2.75 Million
1.27% of portfolio
|
Q1 2024
Reduced 14.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
20,244
shares
|
$2.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
20,237
shares
|
$2.75 Million
0.13% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
20,233
shares
|
$2.75 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
19,844
shares
|
$2.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
19,717
shares
|
$2.68 Million
0.04% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
19,594
shares
|
$2.66 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
19,448
shares
|
$2.64 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
19,383
shares
|
$2.63 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
19,337
shares
|
$2.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,294
shares
|
$2.62 Million
0.04% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
19,217
shares
|
$2.61 Million
0.06% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
19,041
shares
|
$2.59 Million
0.65% of portfolio
|
Q4 2024
Reduced 4.0%
|