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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
11,329
shares
|
$1.48 Million
0.04% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
11,178
shares
|
$1.46 Million
0.58% of portfolio
|
Q1 2025
Reduced 57.49%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
11,132
shares
|
$1.46 Million
0.13% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
11,124
shares
|
$1.46 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
11,116
shares
|
$1.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
11,106
shares
|
$1.46 Million
0.33% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
11,022
shares
|
$1.44 Million
0.11% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
10,945
shares
|
$1.43 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
10,903
shares
|
$1.43 Million
0.07% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
10,895
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,867
shares
|
$1.42 Million
0.47% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
10,799
shares
|
$1.42 Million
0.73% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
10,759
shares
|
$1.41 Million
0.08% of portfolio
|
Q1 2025
Reduced 32.89%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
10,650
shares
|
$1.4 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
10,550
shares
|
$1.38 Million
0.04% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
10,376
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
10,364
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2025
Added 49.86%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,356
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
10,269
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
10,268
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
10,254
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Added 20.21%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
10,191
shares
|
$1.34 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
10,180
shares
|
$1.33 Million
0.41% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
10,180
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
10,158
shares
|
$1.33 Million
0.69% of portfolio
|
Q1 2025
Added 0.18%
|