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 |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,759
shares
|
$754,659
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
5,686
shares
|
$745,093
0.37% of portfolio
|
Q4 2023
Reduced 3.4%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
5,662
shares
|
$741,948
0.05% of portfolio
|
Q1 2025
Reduced 25.1%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
5,649
shares
|
$740,244
0.32% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
5,631
shares
|
$737,886
0.01% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
5,608
shares
|
$734,872
0.16% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,600
shares
|
$733,824
0.04% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
5,597
shares
|
$733,430
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,595
shares
|
$733,168
0.0% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,579
shares
|
$731,072
0.14% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,565
shares
|
$729,237
0.06% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
5,545
shares
|
$726,616
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
5,541
shares
|
$726,092
0.52% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
5,535
shares
|
$725,306
0.36% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
5,508
shares
|
$721,768
0.56% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,500
shares
|
$720,720
0.18% of portfolio
|
Q1 2020
Reduced 11.02%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
5,483
shares
|
$718,492
0.09% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,467
shares
|
$716,395
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
5,466
shares
|
$716,264
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,456
shares
|
$714,954
0.05% of portfolio
|
Q4 2023
Added 6.83%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
5,444
shares
|
$713,381
0.01% of portfolio
|
Q1 2025
Reduced 68.15%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
5,402
shares
|
$707,878
0.06% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
5,390
shares
|
$706,305
0.0% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,370
shares
|
$703,684
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,370
shares
|
$703,684
0.26% of portfolio
|
Q4 2022
New holding
|