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 1,320 institutions that hold shares in the stock, with a total of 71.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
18,740
shares
|
$2.51 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
18,647
shares
|
$2.5 Million
0.08% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
18,457
shares
|
$2.47 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,263
shares
|
$2.45 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
18,049
shares
|
$2.42 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
17,963
shares
|
$2.41 Million
0.19% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
17,897
shares
|
$2.4 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
17,851
shares
|
$2.39 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
17,781
shares
|
$2.38 Million
1.34% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
17,772
shares
|
$2.38 Million
0.45% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
17,755
shares
|
$2.38 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
17,673
shares
|
$2.37 Million
0.6% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,464
shares
|
$2.34 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
17,452
shares
|
$2.34 Million
0.19% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
17,450
shares
|
$2.34 Million
0.06% of portfolio
|
Q1 2025
Added 183.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
17,356
shares
|
$2.32 Million
0.05% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
17,014
shares
|
$2.28 Million
0.09% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
16,777
shares
|
$2.25 Million
0.12% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
16,270
shares
|
$2.18 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
16,263
shares
|
$2.18 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
16,227
shares
|
$2.17 Million
0.34% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
16,215
shares
|
$2.17 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
16,036
shares
|
$2.15 Million
0.39% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
15,970
shares
|
$2.14 Million
0.06% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
15,793
shares
|
$2.12 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.08%
|