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 |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
620
shares
|
$83,042
0.04% of portfolio
|
Q1 2024
Reduced 17.66%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
619
shares
|
$82,908
0.01% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
614
shares
|
$82,239
0.04% of portfolio
|
Q1 2025
Added 70.08%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
604
shares
|
$80,899
0.03% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
600
shares
|
$80,364
0.02% of portfolio
|
Q2 2020
Reduced 84.26%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
600
shares
|
$80,364
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
590
shares
|
$79,024
0.01% of portfolio
|
Q1 2025
Reduced 71.09%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
587
shares
|
$78,622
0.06% of portfolio
|
Q1 2025
Reduced 44.15%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
582
shares
|
$77,953
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
559
shares
|
$74,872
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
520
shares
|
$69,648
0.03% of portfolio
|
Q1 2025
Reduced 51.63%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
515
shares
|
$68,979
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
509
shares
|
$68,175
0.02% of portfolio
|
Q1 2024
Reduced 11.79%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
506
shares
|
$67,773
0.01% of portfolio
|
Q1 2023
Added 11.7%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
496
shares
|
$66,434
0.02% of portfolio
|
Q1 2025
Added 272.93%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
496
shares
|
$66,434
0.05% of portfolio
|
Q1 2025
Reduced 92.44%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
495
shares
|
$66,300
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
477
shares
|
$63,889
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
475
shares
|
$63,621
0.04% of portfolio
|
Q2 2020
Reduced 32.14%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
475
shares
|
$63,621
0.02% of portfolio
|
Q4 2023
Reduced 55.81%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
454
shares
|
$60,808
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
445
shares
|
$59,603
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
441
shares
|
$59,067
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
425
shares
|
$56,924
0.02% of portfolio
|
Q4 2024
Added 203.57%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
424
shares
|
$56,790
0.01% of portfolio
|
Q4 2024
Reduced 32.05%
|