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 1,327 institutions that hold shares in the stock, with a total of 71.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
497,305
shares
|
$65.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
464,218
shares
|
$60.8 Million
0.06% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
453,844
shares
|
$59.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
425,435
shares
|
$55.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
410,636
shares
|
$53.8 Million
10.57% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
407,849
shares
|
$53.4 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
370,787
shares
|
$48.6 Million
0.1% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
368,348
shares
|
$48.3 Million
8.72% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
357,855
shares
|
$46.9 Million
0.89% of portfolio
|
Q4 2022
Reduced 1.33%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
354,302
shares
|
$46.4 Million
4.14% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
345,967
shares
|
$45.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
326,411
shares
|
$42.8 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
315,592
shares
|
$41.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 99.26%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
286,530
shares
|
$37.5 Million
1.97% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
275,864
shares
|
$36.1 Million
8.4% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
274,145
shares
|
$35.9 Million
0.59% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
257,018
shares
|
$33.7 Million
0.03% of portfolio
|
Q4 2024
Added 35.61%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
247,496
shares
|
$32.4 Million
0.8% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
242,807
shares
|
$31.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 64.21%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
235,349
shares
|
$30.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Wolff Financial Management LLC
|
Apr 24, 2025 Q1 2025 |
233,353
shares
|
$30.6 Million
8.77% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
233,071
shares
|
$30.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
227,424
shares
|
$29.8 Million
0.08% of portfolio
|
Q1 2025
Added 29.57%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
210,513
shares
|
$27.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
210,301
shares
|
$27.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.09%
|