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 |
|---|---|---|---|---|---|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
425
shares
|
$55,692
0.02% of portfolio
|
Q4 2024
Added 203.57%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
424
shares
|
$55,560
0.01% of portfolio
|
Q4 2024
Reduced 32.05%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
414
shares
|
$54,250
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
400
shares
|
$52,416
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
390
shares
|
$51,105
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
385
shares
|
$50,450
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
383
shares
|
$50,188
0.0% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
382
shares
|
$50,057
0.0% of portfolio
|
Q1 2025
Reduced 26.54%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
382
shares
|
$50,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
375
shares
|
$49,140
0.01% of portfolio
|
Q2 2024
Reduced 14.19%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
370
shares
|
$48,484
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
368
shares
|
$48,222
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
360
shares
|
$47,174
0.03% of portfolio
|
Q4 2021
Reduced 25.77%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
359
shares
|
$47,043
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
358
shares
|
$46,912
0.02% of portfolio
|
Q2 2024
Added 5.92%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
357
shares
|
$46,781
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
353
shares
|
$46,257
0.02% of portfolio
|
Q4 2023
Reduced 25.53%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
350
shares
|
$45,864
0.01% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
342
shares
|
$44,815
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
332
shares
|
$43,505
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
328
shares
|
$42,981
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
327
shares
|
$42,850
0.01% of portfolio
|
Q1 2025
Added 98.18%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
326
shares
|
$42,719
0.01% of portfolio
|
Q2 2022
Added 226.0%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
319
shares
|
$41,801
0.02% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
315
shares
|
$41,277
0.01% of portfolio
|
Q1 2025
Added 350.0%
|