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 |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,350
shares
|
$701,064
0.27% of portfolio
|
Q4 2022
Reduced 99.2%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
5,346
shares
|
$700,539
0.09% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,238
shares
|
$686,387
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
5,224
shares
|
$684,552
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
5,203
shares
|
$681,801
0.0% of portfolio
|
Q1 2025
Reduced 25.07%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,200
shares
|
$681,408
0.11% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,185
shares
|
$679,442
0.25% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
5,146
shares
|
$674,331
0.16% of portfolio
|
Q3 2023
Reduced 19.34%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,100
shares
|
$668,304
0.07% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
5,095
shares
|
$667,648
0.04% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
5,062
shares
|
$663,324
0.08% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
5,059
shares
|
$662,931
0.06% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
5,050
shares
|
$661,752
0.22% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
5,000
shares
|
$655,200
0.33% of portfolio
|
Q3 2021
Reduced 24.27%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,998
shares
|
$654,937
0.02% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
4,994
shares
|
$654,413
0.11% of portfolio
|
Q1 2025
Reduced 21.33%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
4,983
shares
|
$652,972
0.03% of portfolio
|
Q1 2025
Added 30.58%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
4,919
shares
|
$644,585
0.49% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,918
shares
|
$644,454
0.06% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,915
shares
|
$644,061
0.02% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
4,913
shares
|
$643,799
0.3% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
4,900
shares
|
$642,096
0.04% of portfolio
|
Q3 2024
Reduced 95.75%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
4,877
shares
|
$639,082
0.26% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,851
shares
|
$635,675
0.02% of portfolio
|
Q1 2024
Added 22.04%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,832
shares
|
$633,185
0.0% of portfolio
|
Q4 2022
Reduced 3.86%
|