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 1,307 institutions that hold shares in the stock, with a total of 72.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,692,008
shares
|
$1.03 Billion
0.09% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,691,061
shares
|
$627 Million
0.05% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,010,271
shares
|
$402 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,861,694
shares
|
$382 Million
0.16% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
2,516,645
shares
|
$336 Million
15.22% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,417,657
shares
|
$323 Million
0.07% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,221,989
shares
|
$297 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,768,038
shares
|
$236 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,702,643
shares
|
$228 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,702,359
shares
|
$227 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,688,669
shares
|
$226 Million
0.02% of portfolio
|
Q4 2024
Added 62.99%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,478,260
shares
|
$198 Million
0.49% of portfolio
|
Q3 2023
Added 18.56%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,299,396
shares
|
$174 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,212,109
shares
|
$162 Million
3.65% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,103,945
shares
|
$148 Million
0.21% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,057,319
shares
|
$141 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
854,001
shares
|
$114 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
801,808
shares
|
$107 Million
0.59% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
773,031
shares
|
$103 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
755,167
shares
|
$101 Million
5.73% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
697,849
shares
|
$93.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
695,990
shares
|
$93 Million
2.9% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
681,391
shares
|
$91 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
678,445
shares
|
$90.7 Million
0.25% of portfolio
|
Q4 2024
Added 267004.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
542,027
shares
|
$72.4 Million
0.1% of portfolio
|
Q4 2024
Added 0.85%
|