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 |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
25,106
shares
|
$3.29 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
25,064
shares
|
$3.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
25,051
shares
|
$3.28 Million
0.63% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
24,818
shares
|
$3.25 Million
2.78% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
24,650
shares
|
$3.23 Million
2.35% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
24,648
shares
|
$3.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.31%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
24,517
shares
|
$3.21 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
24,325
shares
|
$3.19 Million
1.79% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,275
shares
|
$3.18 Million
0.11% of portfolio
|
Q3 2022
Added 291.6%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
23,365
shares
|
$3.06 Million
0.03% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
23,249
shares
|
$3.05 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
23,158
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.04%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
22,994
shares
|
$3.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
22,854
shares
|
$2.99 Million
0.2% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
22,798
shares
|
$2.99 Million
0.03% of portfolio
|
Q1 2025
Added 51.02%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
22,667
shares
|
$2.97 Million
1.93% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
22,638
shares
|
$2.97 Million
0.2% of portfolio
|
Q1 2025
Added 51.67%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
22,355
shares
|
$2.93 Million
1.77% of portfolio
|
Q1 2025
Reduced 39.16%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
22,316
shares
|
$2.92 Million
0.05% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
22,283
shares
|
$2.92 Million
1.47% of portfolio
|
Q4 2022
Reduced 0.1%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
22,162
shares
|
$2.9 Million
0.07% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
22,016
shares
|
$2.88 Million
0.08% of portfolio
|
Q1 2025
Reduced 19.94%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
21,900
shares
|
$2.87 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
21,689
shares
|
$2.84 Million
0.69% of portfolio
|
Q4 2022
Added 12.66%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
21,650
shares
|
$2.84 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.82%
|