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 |
|---|---|---|---|---|---|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
861
shares
|
$115,322
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
858
shares
|
$114,920
0.02% of portfolio
|
Q2 2024
Added 9.86%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
850
shares
|
$113,849
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
846
shares
|
$113,313
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
842
shares
|
$112,777
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
839
shares
|
$112,375
0.04% of portfolio
|
Q2 2024
Reduced 81.44%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
837
shares
|
$112,107
0.04% of portfolio
|
Q1 2025
Reduced 30.37%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
836
shares
|
$111,973
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
835
shares
|
$111,839
0.08% of portfolio
|
Q4 2024
Reduced 78.74%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
826
shares
|
$110,634
0.03% of portfolio
|
Q1 2025
Added 55.85%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
818
shares
|
$109,562
0.01% of portfolio
|
Q1 2022
Reduced 15.15%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
815
shares
|
$109,161
0.02% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
805
shares
|
$107,821
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
778
shares
|
$104,205
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
768
shares
|
$102,865
0.01% of portfolio
|
Q3 2024
Reduced 50.9%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
768
shares
|
$102,865
0.02% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
765
shares
|
$102,464
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
765
shares
|
$102,464
0.05% of portfolio
|
Q1 2025
Added 53.61%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
750
shares
|
$100,455
0.01% of portfolio
|
Q2 2024
Reduced 42.31%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
706
shares
|
$94,561
0.01% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
694
shares
|
$92,954
0.05% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
685
shares
|
$91,748
0.03% of portfolio
|
N/A
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
663
shares
|
$88,802
0.01% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
651
shares
|
$87,194
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
626
shares
|
$83,846
0.0% of portfolio
|
Q1 2025
Added 4.33%
|