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 |
|---|---|---|---|---|---|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
2,650
shares
|
$354,941
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,645
shares
|
$354,271
0.12% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
2,643
shares
|
$354,003
0.06% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,641
shares
|
$353,735
0.08% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
2,630
shares
|
$352,262
0.04% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
2,621
shares
|
$351,056
0.07% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
2,614
shares
|
$350,119
0.17% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
2,610
shares
|
$349,583
0.05% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,605
shares
|
$348,913
0.03% of portfolio
|
Q1 2025
Added 65.4%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
2,600
shares
|
$348,244
0.08% of portfolio
|
Q1 2025
Reduced 24.37%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,585
shares
|
$346,234
0.03% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
2,580
shares
|
$345,565
0.03% of portfolio
|
Q3 2023
Added 5.09%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
2,570
shares
|
$344,225
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
2,570
shares
|
$344,225
0.08% of portfolio
|
Q4 2021
Reduced 0.39%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
2,570
shares
|
$344,225
0.42% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
2,550
shares
|
$341,547
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
2,546
shares
|
$341,011
0.05% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
2,544
shares
|
$340,743
0.02% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,540
shares
|
$340,207
0.04% of portfolio
|
Q1 2024
Reduced 18.59%
|
|
|
Atalanta Sosnoff Capital, LLC
|
May 15, 2025 Q1 2025 |
2,534
shares
|
$339,403
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,525
shares
|
$338,198
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
2,521
shares
|
$337,662
0.07% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
2,509
shares
|
$336,055
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
2,506
shares
|
$335,653
0.09% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
2,500
shares
|
$334,850
0.26% of portfolio
|
Q1 2025
Reduced 40.9%
|