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 1,327 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 $9.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,536,807
shares
|
$988 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,865,756
shares
|
$638 Million
0.05% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,013,851
shares
|
$395 Million
0.16% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,762,025
shares
|
$362 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
2,558,258
shares
|
$335 Million
15.96% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,371,561
shares
|
$311 Million
0.07% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,221,989
shares
|
$291 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,033,060
shares
|
$266 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,664,995
shares
|
$218 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,614,600
shares
|
$212 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,478,260
shares
|
$194 Million
0.49% of portfolio
|
Q3 2023
Added 18.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,453,772
shares
|
$191 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.91%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,220,181
shares
|
$160 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
1,158,903
shares
|
$152 Million
3.83% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,112,558
shares
|
$146 Million
0.21% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
831,128
shares
|
$109 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
801,808
shares
|
$105 Million
0.59% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
755,644
shares
|
$99 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
748,252
shares
|
$98.1 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
737,604
shares
|
$96.7 Million
5.92% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
702,637
shares
|
$92.1 Million
3.03% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
697,849
shares
|
$91.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
695,720
shares
|
$91.2 Million
0.19% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
681,135
shares
|
$89.3 Million
0.26% of portfolio
|
Q1 2025
Reduced 35.58%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
520,894
shares
|
$68.3 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.58%
|