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 |
|---|---|---|---|---|---|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
19,020
shares
|
$2.58 Million
0.22% of portfolio
|
Q4 2024
Added 33.62%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
18,984
shares
|
$2.58 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
18,876
shares
|
$2.56 Million
0.08% of portfolio
|
Q4 2023
Reduced 3.51%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
18,740
shares
|
$2.55 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
18,566
shares
|
$2.52 Million
0.04% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
18,495
shares
|
$2.51 Million
0.07% of portfolio
|
Q4 2024
Added 404.5%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
18,446
shares
|
$2.51 Million
1.19% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
18,270
shares
|
$2.48 Million
0.39% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,263
shares
|
$2.48 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
18,249
shares
|
$2.48 Million
0.26% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
17,959
shares
|
$2.44 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
17,781
shares
|
$2.42 Million
1.34% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
17,758
shares
|
$2.41 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
17,698
shares
|
$2.4 Million
0.43% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,638
shares
|
$2.4 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
17,618
shares
|
$2.39 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
17,430
shares
|
$2.37 Million
0.4% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
17,313
shares
|
$2.35 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
17,106
shares
|
$2.32 Million
0.05% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
17,094
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
17,055
shares
|
$2.32 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
16,762
shares
|
$2.28 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
16,732
shares
|
$2.27 Million
0.04% of portfolio
|
Q4 2024
Added 308.4%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
16,522
shares
|
$2.24 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
16,432
shares
|
$2.23 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.59%
|