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 |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
4,439
shares
|
$581,686
0.03% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
4,429
shares
|
$580,376
0.01% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
4,411
shares
|
$578,017
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
4,409
shares
|
$577,755
0.11% of portfolio
|
Q4 2024
Reduced 48.06%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
4,405
shares
|
$577,231
0.07% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,400
shares
|
$576,576
0.01% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
4,398
shares
|
$576,313
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
4,398
shares
|
$576,313
0.03% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,396
shares
|
$576,051
0.05% of portfolio
|
Q4 2023
Reduced 9.45%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
4,390
shares
|
$575,265
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
4,387
shares
|
$574,872
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,380
shares
|
$573,955
0.57% of portfolio
|
Q4 2022
Reduced 2.52%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
4,366
shares
|
$572,120
0.23% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
4,332
shares
|
$567,665
0.21% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,315
shares
|
$565,437
0.09% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,309
shares
|
$564,651
0.13% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,292
shares
|
$562,423
0.01% of portfolio
|
Q1 2025
Reduced 18.73%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
4,292
shares
|
$562,423
0.31% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,279
shares
|
$560,720
0.05% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4,271
shares
|
$559,671
0.13% of portfolio
|
Q2 2022
Added 7.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,242
shares
|
$555,871
0.01% of portfolio
|
Q1 2025
Added 41.59%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
4,224
shares
|
$553,512
0.4% of portfolio
|
Q1 2024
Reduced 19.14%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,215
shares
|
$552,333
0.01% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,208
shares
|
$551,416
0.12% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
4,200
shares
|
$550,368
0.03% of portfolio
|
Q1 2025
Reduced 1.15%
|