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 |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
10,148
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
10,146
shares
|
$1.33 Million
0.88% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
10,129
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 50.55%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
10,097
shares
|
$1.32 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
10,083
shares
|
$1.32 Million
0.14% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
10,049
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
10,036
shares
|
$1.32 Million
0.35% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
10,030
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2025
Added 350.58%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
9,907
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,873
shares
|
$1.29 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,842
shares
|
$1.29 Million
0.69% of portfolio
|
Q1 2024
Reduced 9.84%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
9,782
shares
|
$1.28 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
9,744
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
9,706
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
9,644
shares
|
$1.26 Million
0.58% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,643
shares
|
$1.26 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
9,573
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
9,544
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
9,538
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
9,496
shares
|
$1.24 Million
0.62% of portfolio
|
Q1 2025
Reduced 77.75%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
9,482
shares
|
$1.24 Million
0.16% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
9,476
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
9,465
shares
|
$1.24 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
9,463
shares
|
$1.24 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
9,455
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.51%
|