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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
207,091
shares
|
$27.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
205,607
shares
|
$27.5 Million
0.3% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
205,318
shares
|
$27.5 Million
0.05% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
202,040
shares
|
$27.1 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
197,039
shares
|
$26.4 Million
4.18% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
193,984
shares
|
$26 Million
0.34% of portfolio
|
Q3 2023
Reduced 5.38%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
191,308
shares
|
$25.6 Million
3.18% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
187,472
shares
|
$25.1 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
185,522
shares
|
$24.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 21.62%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
185,217
shares
|
$24.8 Million
16.79% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
173,690
shares
|
$23.3 Million
0.83% of portfolio
|
Q3 2022
Added 71.12%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
173,259
shares
|
$23.2 Million
9.19% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
167,874
shares
|
$22.5 Million
0.21% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
162,558
shares
|
$21.8 Million
1.22% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
161,217
shares
|
$21.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
148,406
shares
|
$19.9 Million
0.1% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
145,941
shares
|
$19.5 Million
2.61% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
141,619
shares
|
$19 Million
0.05% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
126,715
shares
|
$17 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
124,159
shares
|
$16.6 Million
6.5% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
118,397
shares
|
$15.9 Million
0.27% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
118,328
shares
|
$15.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 53.76%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
110,852
shares
|
$14.8 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
110,837
shares
|
$14.8 Million
7.31% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
110,340
shares
|
$14.8 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.51%
|