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 |
|---|---|---|---|---|---|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
1,873
shares
|
$245,437
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
1,866
shares
|
$244,520
0.02% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,857
shares
|
$243,341
0.15% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,852
shares
|
$242,686
0.05% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
1,838
shares
|
$240,851
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
1,831
shares
|
$239,934
0.02% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,822
shares
|
$238,754
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
1,815
shares
|
$237,837
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,815
shares
|
$237,837
0.04% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,811
shares
|
$237,313
0.09% of portfolio
|
Q1 2021
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
1,809
shares
|
$237,051
0.01% of portfolio
|
Q1 2025
Reduced 29.97%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,805
shares
|
$236,527
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
1,800
shares
|
$235,872
0.03% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
1,795
shares
|
$235,216
0.02% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
1,791
shares
|
$234,692
0.04% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
1,791
shares
|
$234,692
0.05% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
1,790
shares
|
$234,561
0.04% of portfolio
|
Q1 2025
Reduced 28.88%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
1,783
shares
|
$233,644
0.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,754
shares
|
$229,844
0.04% of portfolio
|
Q3 2023
Reduced 4.31%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
1,751
shares
|
$229,451
0.08% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
1,743
shares
|
$228,402
0.02% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,743
shares
|
$228,402
0.0% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
1,738
shares
|
$227,747
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
1,730
shares
|
$226,699
0.16% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
1,727
shares
|
$226,306
0.0% of portfolio
|
Q2 2024
Reduced 14.8%
|