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 |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
2,310
shares
|
$309,401
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,310
shares
|
$309,401
0.08% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
2,301
shares
|
$308,195
0.02% of portfolio
|
Q1 2025
Reduced 94.77%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
2,300
shares
|
$308,062
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
2,300
shares
|
$308,062
0.04% of portfolio
|
Q1 2024
Reduced 6.69%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
2,298
shares
|
$307,794
0.12% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
2,292
shares
|
$306,990
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
2,287
shares
|
$306,320
0.14% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
2,285
shares
|
$306,052
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,267
shares
|
$303,641
0.01% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
2,266
shares
|
$303,508
0.15% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,261
shares
|
$302,838
0.01% of portfolio
|
Q1 2024
Reduced 4.84%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
2,259
shares
|
$302,570
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,257
shares
|
$302,302
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,254
shares
|
$301,900
0.03% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
2,250
shares
|
$301,365
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,250
shares
|
$301,365
0.13% of portfolio
|
Q4 2022
Reduced 6.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,247
shares
|
$300,963
0.1% of portfolio
|
Q2 2022
Added 37.26%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
2,235
shares
|
$299,355
0.01% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
2,230
shares
|
$298,686
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
2,222
shares
|
$297,614
0.03% of portfolio
|
Q1 2025
Added 31.4%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
2,221
shares
|
$297,480
0.17% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
2,216
shares
|
$296,811
0.26% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
2,204
shares
|
$295,203
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
2,200
shares
|
$294,668
0.08% of portfolio
|
Q4 2023
Added 10.0%
|