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 1,322 institutions that hold shares in the stock, with a total of 71.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.32 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
15,793
shares
|
$2.07 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.08%
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
15,793
shares
|
$2.07 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,716
shares
|
$2.06 Million
0.19% of portfolio
|
Q4 2022
Added 5.8%
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
15,711
shares
|
$2.06 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
15,564
shares
|
$2.04 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
15,542
shares
|
$2.04 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
15,509
shares
|
$2.03 Million
0.88% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,482
shares
|
$2.03 Million
0.22% of portfolio
|
Q4 2023
Reduced 5.92%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
15,480
shares
|
$2.03 Million
0.09% of portfolio
|
Q1 2025
Added 4.1%
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
15,309
shares
|
$2.01 Million
0.13% of portfolio
|
Q4 2024
Added 0.63%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
15,103
shares
|
$1.98 Million
0.14% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
15,006
shares
|
$1.97 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
14,938
shares
|
$1.96 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
14,876
shares
|
$1.95 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
14,860
shares
|
$1.95 Million
0.44% of portfolio
|
Q1 2025
Reduced 18.71%
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
14,816
shares
|
$1.94 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,763
shares
|
$1.93 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
14,725
shares
|
$1.93 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
14,648
shares
|
$1.92 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
14,636
shares
|
$1.92 Million
0.07% of portfolio
|
Q1 2025
Added 0.69%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
14,599
shares
|
$1.91 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
14,576
shares
|
$1.91 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
14,542
shares
|
$1.91 Million
0.09% of portfolio
|
Q1 2025
Added 147.02%
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
14,452
shares
|
$1.89 Million
0.44% of portfolio
|
Q1 2025
Added 0.61%
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
14,407
shares
|
$1.89 Million
0.98% of portfolio
|
Q3 2024
Added 0.48%
|