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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
8,553
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
8,530
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
8,430
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
8,390
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
8,332
shares
|
$1.16 Million
0.35% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
8,324
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,319
shares
|
$1.15 Million
0.18% of portfolio
|
Q1 2024
Added 0.75%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
8,283
shares
|
$1.15 Million
0.37% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
8,275
shares
|
$1.15 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
8,238
shares
|
$1.14 Million
0.26% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
8,192
shares
|
$1.14 Million
0.42% of portfolio
|
Q4 2019
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
8,103
shares
|
$1.12 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,073
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Added 23.21%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
8,044
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2024
Added 7.27%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
8,025
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,009
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,002
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 90.08%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
7,947
shares
|
$1.1 Million
0.72% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,903
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2022
Added 72.59%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
7,894
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
7,850
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
7,824
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,742
shares
|
$1.07 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
7,740
shares
|
$1.07 Million
0.37% of portfolio
|
Q2 2023
Reduced 5.61%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,738
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 13.64%
|