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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,159
shares
|
$413,955
0.01% of portfolio
|
Q4 2023
Reduced 3.25%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
3,156
shares
|
$413,562
0.29% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
3,155
shares
|
$413,431
0.15% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
3,151
shares
|
$412,907
0.11% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,151
shares
|
$412,907
0.12% of portfolio
|
Q2 2024
Added 10.52%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
3,131
shares
|
$410,286
0.09% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
3,131
shares
|
$410,286
0.02% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,109
shares
|
$407,403
0.12% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,093
shares
|
$405,306
0.38% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
3,085
shares
|
$404,258
0.22% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,073
shares
|
$402,685
0.59% of portfolio
|
Q4 2022
Added 35.97%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
3,065
shares
|
$401,637
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
3,064
shares
|
$401,506
0.26% of portfolio
|
Q4 2022
Reduced 16.38%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
3,043
shares
|
$398,754
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
3,042
shares
|
$398,623
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
3,031
shares
|
$397,182
0.23% of portfolio
|
Q1 2025
Reduced 22.2%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
3,029
shares
|
$396,920
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
3,027
shares
|
$396,658
0.01% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
3,013
shares
|
$394,823
0.1% of portfolio
|
Q4 2022
Added 11.06%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
3,006
shares
|
$393,906
0.09% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
3,004
shares
|
$393,644
0.11% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
3,000
shares
|
$393,120
0.24% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
2,976
shares
|
$389,975
0.03% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,957
shares
|
$387,485
0.05% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,946
shares
|
$386,043
0.2% of portfolio
|
Q1 2025
Added 7.05%
|