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 70.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
40,578
shares
|
$5.63 Million
1.7% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
39,942
shares
|
$5.54 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
39,625
shares
|
$5.49 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
39,285
shares
|
$5.45 Million
0.53% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
38,970
shares
|
$5.4 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
38,893
shares
|
$5.39 Million
4.78% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
38,186
shares
|
$5.29 Million
3.92% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
37,625
shares
|
$5.22 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
37,616
shares
|
$5.22 Million
0.04% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
37,406
shares
|
$5.19 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
37,268
shares
|
$5.17 Million
0.76% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
36,688
shares
|
$5.09 Million
0.22% of portfolio
|
Q2 2023
Reduced 10.74%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
36,631
shares
|
$5.08 Million
2.43% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
36,307
shares
|
$5.03 Million
0.57% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
36,017
shares
|
$4.99 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
35,842
shares
|
$4.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
35,272
shares
|
$4.89 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
34,925
shares
|
$4.84 Million
1.29% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
34,799
shares
|
$4.82 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
34,738
shares
|
$4.82 Million
1.62% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
34,241
shares
|
$4.75 Million
0.33% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
34,238
shares
|
$4.75 Million
0.01% of portfolio
|
Q1 2025
Added 769.43%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
34,050
shares
|
$4.72 Million
0.98% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34,033
shares
|
$4.72 Million
0.13% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
33,969
shares
|
$4.71 Million
2.59% of portfolio
|
Q1 2025
Reduced 14.12%
|