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 1,312 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 $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,716,604
shares
|
$1.05 Billion
0.09% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,787,359
shares
|
$654 Million
0.05% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,010,271
shares
|
$411 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,861,694
shares
|
$391 Million
0.16% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
2,516,645
shares
|
$344 Million
15.22% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,350,967
shares
|
$321 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,221,989
shares
|
$303 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,103,521
shares
|
$287 Million
0.06% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,749,973
shares
|
$239 Million
0.04% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,688,669
shares
|
$231 Million
0.02% of portfolio
|
Q4 2024
Added 62.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,674,443
shares
|
$229 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,478,260
shares
|
$202 Million
0.49% of portfolio
|
Q3 2023
Added 18.56%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,238,477
shares
|
$169 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,212,109
shares
|
$166 Million
3.65% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,103,945
shares
|
$151 Million
0.21% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,057,319
shares
|
$144 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
854,001
shares
|
$117 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
801,808
shares
|
$109 Million
0.59% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
759,648
shares
|
$104 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
759,230
shares
|
$104 Million
0.76% of portfolio
|
Q4 2024
Added 46.41%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
755,167
shares
|
$103 Million
5.73% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
697,849
shares
|
$95.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
695,990
shares
|
$95 Million
2.9% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
691,890
shares
|
$94.5 Million
0.2% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
678,445
shares
|
$92.6 Million
0.25% of portfolio
|
Q4 2024
Added 267004.34%
|