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 |
---|---|---|---|---|---|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
7,821
shares
|
$1.02 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
7,812
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 59.35%
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
7,800
shares
|
$1.02 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
7,789
shares
|
$1.02 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
7,740
shares
|
$1.01 Million
0.43% of portfolio
|
Q2 2023
Reduced 5.61%
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
7,678
shares
|
$1.01 Million
0.22% of portfolio
|
Q4 2024
Added 5.51%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,578
shares
|
$993,021
0.12% of portfolio
|
Q1 2025
Added 1.34%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,571
shares
|
$992,103
0.13% of portfolio
|
Q2 2024
Reduced 34.18%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,564
shares
|
$991,186
0.08% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
7,480
shares
|
$980,179
0.08% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
7,193
shares
|
$942,570
0.64% of portfolio
|
Q1 2025
Added 8.66%
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
7,185
shares
|
$941,522
0.72% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
7,138
shares
|
$935,363
0.51% of portfolio
|
Q4 2024
New holding
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,092
shares
|
$929,335
0.06% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
7,092
shares
|
$929,335
0.21% of portfolio
|
Q1 2025
Added 0.01%
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
7,035
shares
|
$921,866
0.11% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
O'Brien Wealth Partners LLC
|
Apr 28, 2025 Q1 2025 |
7,021
shares
|
$920,031
0.19% of portfolio
|
Q1 2025
Added 0.47%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,001
shares
|
$917,411
0.03% of portfolio
|
Q1 2025
Added 9.32%
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,941
shares
|
$909,548
1.49% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
6,941
shares
|
$909,548
0.49% of portfolio
|
Q4 2023
New holding
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
6,939
shares
|
$909,286
0.08% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
6,928
shares
|
$907,845
0.09% of portfolio
|
Q2 2024
New holding
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
6,879
shares
|
$901,424
0.0% of portfolio
|
Q1 2025
Reduced 36.19%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
6,850
shares
|
$897,624
0.0% of portfolio
|
Q1 2025
Reduced 57.74%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
6,807
shares
|
$891,989
0.07% of portfolio
|
Q3 2022
Added 269.95%
|