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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,914
shares
|
$524,241
0.08% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
3,910
shares
|
$523,705
0.19% of portfolio
|
Q1 2023
Added 4.83%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
3,883
shares
|
$520,089
0.05% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,881
shares
|
$519,821
0.04% of portfolio
|
Q1 2025
Added 30.32%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
3,868
shares
|
$518,079
0.37% of portfolio
|
Q1 2025
Reduced 29.93%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
3,854
shares
|
$516,204
0.2% of portfolio
|
Q1 2024
Reduced 3.99%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,844
shares
|
$514,865
0.27% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
3,817
shares
|
$511,248
0.06% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
3,817
shares
|
$511,248
0.4% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
3,775
shares
|
$505,623
0.01% of portfolio
|
Q1 2025
Reduced 77.44%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
3,765
shares
|
$504,284
0.04% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
3,759
shares
|
$503,480
0.13% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
3,744
shares
|
$501,471
0.27% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
3,743
shares
|
$501,337
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
3,735
shares
|
$500,265
0.21% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,708
shares
|
$496,649
0.07% of portfolio
|
Q2 2023
Added 16.35%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
3,705
shares
|
$496,247
0.19% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
3,700
shares
|
$495,578
0.06% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
3,687
shares
|
$493,836
0.07% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
3,678
shares
|
$492,631
0.06% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
3,677
shares
|
$492,497
0.01% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
3,663
shares
|
$490,622
0.28% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
3,651
shares
|
$489,014
0.22% of portfolio
|
Q1 2025
Added 3377.14%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,634
shares
|
$486,737
0.27% of portfolio
|
Q4 2023
Reduced 45.35%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
3,632
shares
|
$486,470
0.09% of portfolio
|
Q1 2025
Reduced 89.54%
|