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 1,314 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 $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,438
shares
|
$1.31 Million
0.16% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
9,389
shares
|
$1.3 Million
0.49% of portfolio
|
Q1 2022
Added 2.18%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
9,369
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
9,328
shares
|
$1.29 Million
0.71% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,326
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
9,237
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
9,196
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Added 92.26%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
9,188
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
9,163
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2023
Reduced 18.14%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
9,154
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
9,119
shares
|
$1.26 Million
0.35% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,056
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
8,984
shares
|
$1.25 Million
0.62% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
8,968
shares
|
$1.24 Million
0.22% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
8,953
shares
|
$1.24 Million
0.36% of portfolio
|
Q1 2023
Reduced 1.18%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
8,905
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
8,855
shares
|
$1.23 Million
0.11% of portfolio
|
Q4 2024
Added 25.18%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
8,817
shares
|
$1.22 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
8,795
shares
|
$1.22 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
8,775
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.35%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
8,722
shares
|
$1.21 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
8,648
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
8,600
shares
|
$1.19 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
8,573
shares
|
$1.19 Million
0.77% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
8,566
shares
|
$1.19 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.62%
|