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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
9,392
shares
|
$1.23 Million
0.1% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
9,389
shares
|
$1.23 Million
0.49% of portfolio
|
Q1 2022
Added 2.18%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
9,383
shares
|
$1.23 Million
0.76% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
9,308
shares
|
$1.22 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
9,293
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
9,261
shares
|
$1.21 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
9,247
shares
|
$1.21 Million
1.07% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
9,163
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2023
Reduced 18.14%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
9,154
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
9,122
shares
|
$1.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
9,066
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
9,058
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
9,005
shares
|
$1.18 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
8,984
shares
|
$1.18 Million
0.62% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
8,978
shares
|
$1.18 Million
0.37% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
8,968
shares
|
$1.18 Million
0.22% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
8,964
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Added 166.87%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
8,946
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
8,939
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
8,938
shares
|
$1.17 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
8,903
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
8,899
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
8,874
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 20.98%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
8,795
shares
|
$1.15 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
8,675
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.58%
|