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 1,319 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 $9.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
212,442
shares
|
$28.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
204,025
shares
|
$27.4 Million
1.66% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
201,857
shares
|
$27.1 Million
0.28% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
200,243
shares
|
$26.9 Million
0.05% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
198,772
shares
|
$26.7 Million
4.1% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
193,984
shares
|
$26.1 Million
0.34% of portfolio
|
Q3 2023
Reduced 5.38%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
192,403
shares
|
$25.8 Million
3.17% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
185,217
shares
|
$24.9 Million
16.79% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
180,908
shares
|
$24.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
177,406
shares
|
$23.8 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
176,516
shares
|
$23.7 Million
9.06% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
175,519
shares
|
$23.6 Million
0.06% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
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%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
165,287
shares
|
$22.2 Million
0.16% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
163,372
shares
|
$21.9 Million
0.2% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
157,333
shares
|
$21.1 Million
1.12% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
150,512
shares
|
$20.2 Million
2.51% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
139,834
shares
|
$18.8 Million
0.05% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
132,918
shares
|
$17.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
130,032
shares
|
$17.5 Million
0.28% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
122,532
shares
|
$16.5 Million
5.92% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
115,083
shares
|
$15.5 Million
0.43% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
114,715
shares
|
$15.4 Million
1.16% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
110,911
shares
|
$14.9 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
110,852
shares
|
$14.9 Million
0.42% of portfolio
|
Q4 2024
New holding
|