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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
87,786
shares
|
$11.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
87,091
shares
|
$11.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 97.52%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
86,896
shares
|
$11.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
85,162
shares
|
$11.4 Million
3.89% of portfolio
|
Q4 2023
Reduced 10.11%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
84,478
shares
|
$11.3 Million
2.5% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
83,446
shares
|
$11.2 Million
0.26% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
83,197
shares
|
$11.2 Million
0.77% of portfolio
|
Q4 2024
Reduced 8.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
82,458
shares
|
$11.1 Million
0.31% of portfolio
|
Q4 2024
Added 220.81%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
81,614
shares
|
$11 Million
0.02% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
80,703
shares
|
$10.8 Million
0.4% of portfolio
|
Q4 2021
Added 28.56%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
79,724
shares
|
$10.7 Million
2.45% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
78,891
shares
|
$10.6 Million
0.01% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
77,851
shares
|
$10.5 Million
0.8% of portfolio
|
Q4 2022
Added 159.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
77,009
shares
|
$10.3 Million
0.34% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
76,683
shares
|
$10.3 Million
0.2% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
76,005
shares
|
$10.2 Million
0.03% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
74,837
shares
|
$10 Million
0.58% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
73,225
shares
|
$9.83 Million
2.63% of portfolio
|
Q4 2024
Added 50.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
72,882
shares
|
$9.79 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
72,312
shares
|
$9.71 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
71,551
shares
|
$9.61 Million
0.38% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
69,463
shares
|
$9.33 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
68,819
shares
|
$9.24 Million
1.59% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
68,330
shares
|
$9.18 Million
2.84% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
65,683
shares
|
$8.82 Million
0.0% of portfolio
|
Q4 2024
Added 1.12%
|