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 1,262 institutions that hold shares in the stock, with a total of 67.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
201,999
shares
|
$27 Million
4.22% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
193,984
shares
|
$26 Million
0.34% of portfolio
|
Q3 2023
Reduced 5.38%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
192,403
shares
|
$25.8 Million
3.17% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
189,857
shares
|
$25.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
189,524
shares
|
$25.4 Million
0.03% of portfolio
|
Q3 2024
Added 57.97%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
185,217
shares
|
$24.8 Million
16.79% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
177,587
shares
|
$23.8 Million
9.54% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
173,690
shares
|
$23.3 Million
0.83% of portfolio
|
Q3 2022
Added 71.12%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
171,422
shares
|
$23 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.63%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
165,137
shares
|
$22.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
157,333
shares
|
$21.1 Million
1.12% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
153,962
shares
|
$20.6 Million
0.21% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
151,652
shares
|
$20.3 Million
2.67% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
138,865
shares
|
$18.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
138,672
shares
|
$18.6 Million
0.13% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
134,813
shares
|
$18.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
130,032
shares
|
$17.4 Million
0.28% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
128,339
shares
|
$17.2 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
118,696
shares
|
$15.9 Million
1.34% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
115,416
shares
|
$15.5 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
112,393
shares
|
$15.1 Million
3.08% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
111,619
shares
|
$14.9 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
110,852
shares
|
$14.8 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
109,416
shares
|
$14.7 Million
7.05% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
108,994
shares
|
$14.6 Million
0.46% of portfolio
|
Q3 2024
Added 2.8%
|