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 |
|---|---|---|---|---|---|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
8,644
shares
|
$1.13 Million
0.55% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Apr 16, 2025 Q1 2025 |
8,573
shares
|
$1.12 Million
0.84% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
8,549
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
8,526
shares
|
$1.12 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
8,489
shares
|
$1.11 Million
0.36% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
8,390
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
8,371
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
8,321
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,319
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2024
Added 0.75%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
8,268
shares
|
$1.08 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
8,248
shares
|
$1.08 Million
0.26% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
8,241
shares
|
$1.08 Million
0.17% of portfolio
|
Q1 2025
Reduced 22.12%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
8,235
shares
|
$1.08 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
8,192
shares
|
$1.07 Million
0.41% of portfolio
|
Q4 2019
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
8,169
shares
|
$1.07 Million
0.25% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
8,100
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
8,032
shares
|
$1.05 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
8,025
shares
|
$1.05 Million
0.41% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
8,002
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 90.08%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
7,992
shares
|
$1.05 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,936
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 49.48%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,903
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2022
Added 72.59%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
7,897
shares
|
$1.03 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
7,894
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
7,883
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.35%
|