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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
4,818
shares
|
$645,322
0.01% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,810
shares
|
$644,251
0.05% of portfolio
|
Q1 2025
Added 20.55%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
4,800
shares
|
$642,912
0.03% of portfolio
|
Q4 2021
Reduced 76.59%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
4,760
shares
|
$637,554
0.21% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
4,750
shares
|
$636,215
0.18% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
4,739
shares
|
$634,741
0.07% of portfolio
|
Q1 2025
Reduced 37.53%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
4,714
shares
|
$631,393
0.12% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
4,675
shares
|
$626,169
0.04% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
4,654
shares
|
$623,356
0.3% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
4,654
shares
|
$623,356
0.3% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
4,649
shares
|
$622,687
0.01% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
4,637
shares
|
$621,079
0.02% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
4,619
shares
|
$618,668
0.06% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,615
shares
|
$618,133
0.21% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,600
shares
|
$616,124
0.03% of portfolio
|
Q2 2023
Added 64.29%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,590
shares
|
$614,784
0.12% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
4,580
shares
|
$613,445
0.08% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
4,565
shares
|
$611,436
0.12% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
4,542
shares
|
$608,355
0.27% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,538
shares
|
$607,819
0.01% of portfolio
|
Q4 2022
Reduced 2.87%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
4,534
shares
|
$607,283
0.23% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
4,520
shares
|
$605,408
1.7% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
4,503
shares
|
$603,131
0.03% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
4,478
shares
|
$599,783
0.06% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
4,460
shares
|
$597,372
0.5% of portfolio
|
Q1 2025
Reduced 36.33%
|