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 1,327 institutions that hold shares in the stock, with a total of 71.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
34,050
shares
|
$4.46 Million
0.98% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34,033
shares
|
$4.46 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
|
$4.45 Million
2.59% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
33,921
shares
|
$4.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
33,900
shares
|
$4.44 Million
1.28% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
33,860
shares
|
$4.44 Million
2.19% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
33,574
shares
|
$4.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
33,440
shares
|
$4.38 Million
0.39% of portfolio
|
Q1 2025
Reduced 23.15%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
33,088
shares
|
$4.34 Million
0.09% of portfolio
|
Q1 2025
Added 61.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
32,647
shares
|
$4.28 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32,357
shares
|
$4.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
32,175
shares
|
$4.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
32,114
shares
|
$4.21 Million
0.04% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
31,394
shares
|
$4.11 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
31,016
shares
|
$4.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
30,881
shares
|
$4.05 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
30,616
shares
|
$4.01 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
30,530
shares
|
$4 Million
1.37% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
30,124
shares
|
$3.95 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
29,966
shares
|
$3.93 Million
0.63% of portfolio
|
Q2 2023
Reduced 5.02%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
29,929
shares
|
$3.92 Million
0.1% of portfolio
|
Q1 2023
Reduced 30.63%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
29,724
shares
|
$3.9 Million
0.95% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
29,418
shares
|
$3.85 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
29,412
shares
|
$3.85 Million
3.24% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
29,400
shares
|
$3.85 Million
0.01% of portfolio
|
Q1 2025
Added 444.44%
|