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 1,326 institutions that hold shares in the stock, with a total of 70.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
2,358
shares
|
$326,913
0.08% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
2,346
shares
|
$325,249
0.02% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
2,333
shares
|
$323,447
0.17% of portfolio
|
Q2 2025
Reduced 60.78%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
2,329
shares
|
$322,892
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,318
shares
|
$321,367
0.04% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
2,310
shares
|
$320,258
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,310
shares
|
$320,258
0.08% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,301
shares
|
$319,010
0.17% of portfolio
|
Q2 2025
Added 23.91%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
2,300
shares
|
$318,871
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
2,300
shares
|
$318,871
0.04% of portfolio
|
Q1 2024
Reduced 6.69%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
2,298
shares
|
$318,594
0.12% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
2,292
shares
|
$317,762
0.03% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
2,292
shares
|
$317,762
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
2,287
shares
|
$317,069
0.14% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
2,285
shares
|
$316,792
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,267
shares
|
$314,296
0.01% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,261
shares
|
$313,465
0.01% of portfolio
|
Q1 2024
Reduced 4.84%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
2,259
shares
|
$313,187
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,254
shares
|
$312,494
0.03% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
2,250
shares
|
$311,939
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,250
shares
|
$311,939
0.13% of portfolio
|
Q4 2022
Reduced 6.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,247
shares
|
$311,524
0.1% of portfolio
|
Q2 2022
Added 37.26%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
2,235
shares
|
$309,860
0.01% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
2,230
shares
|
$309,167
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
2,221
shares
|
$307,919
0.17% of portfolio
|
Q4 2024
Added 16.47%
|