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 |
|---|---|---|---|---|---|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
6,176
shares
|
$827,213
0.04% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
6,176
shares
|
$827,213
0.34% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
6,157
shares
|
$824,668
0.45% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
6,155
shares
|
$824,400
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
6,149
shares
|
$823,597
0.14% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,141
shares
|
$822,525
0.06% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
6,114
shares
|
$818,909
0.61% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
6,085
shares
|
$815,024
0.06% of portfolio
|
Q1 2025
Added 19.08%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
6,034
shares
|
$808,193
0.22% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
6,029
shares
|
$807,524
0.26% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
6,024
shares
|
$806,854
0.06% of portfolio
|
Q2 2022
Added 11.45%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
6,024
shares
|
$806,854
0.57% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
6,015
shares
|
$805,649
0.08% of portfolio
|
Q4 2023
Reduced 8.45%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
6,009
shares
|
$804,845
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
6,003
shares
|
$804,041
0.14% of portfolio
|
Q2 2024
Added 15.64%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
5,997
shares
|
$803,238
0.21% of portfolio
|
Q4 2018
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,980
shares
|
$800,961
0.03% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
5,970
shares
|
$799,621
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
5,957
shares
|
$797,880
0.03% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
5,956
shares
|
$797,746
0.06% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
5,948
shares
|
$796,675
0.42% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
5,892
shares
|
$789,174
0.45% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
5,878
shares
|
$787,299
0.31% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
5,792
shares
|
$775,780
0.23% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,759
shares
|
$771,360
0.04% of portfolio
|
Q4 2024
Added 0.02%
|