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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
14,308
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
14,292
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
14,148
shares
|
$1.85 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
14,144
shares
|
$1.85 Million
2.32% of portfolio
|
Q1 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
14,026
shares
|
$1.84 Million
0.46% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
13,959
shares
|
$1.83 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
13,922
shares
|
$1.82 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,877
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.93%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
13,856
shares
|
$1.82 Million
0.96% of portfolio
|
Q1 2025
Reduced 24.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
13,787
shares
|
$1.81 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
13,771
shares
|
$1.8 Million
0.11% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
13,737
shares
|
$1.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
13,717
shares
|
$1.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
13,651
shares
|
$1.79 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
13,470
shares
|
$1.77 Million
1.09% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
13,442
shares
|
$1.76 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.84%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
13,403
shares
|
$1.76 Million
0.28% of portfolio
|
Q4 2022
Reduced 6.79%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
13,360
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
13,339
shares
|
$1.75 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
12,993
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
12,906
shares
|
$1.69 Million
0.04% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,780
shares
|
$1.67 Million
0.1% of portfolio
|
Q1 2025
Reduced 19.99%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,739
shares
|
$1.67 Million
0.22% of portfolio
|
Q3 2023
Reduced 14.93%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
12,715
shares
|
$1.67 Million
0.05% of portfolio
|
Q1 2025
Added 64.83%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,657
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
Added 14.09%
|