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 1,314 institutions that hold shares in the stock, with a total of 73.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
3,076
shares
|
$410,892
0.21% of portfolio
|
Q4 2024
Added 49.03%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,073
shares
|
$410,491
0.59% of portfolio
|
Q4 2022
Added 35.97%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,065
shares
|
$409,422
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
3,064
shares
|
$409,289
0.26% of portfolio
|
Q4 2022
Reduced 16.38%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
3,052
shares
|
$407,686
0.01% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
3,045
shares
|
$406,751
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
3,027
shares
|
$404,346
0.03% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
3,013
shares
|
$402,476
0.1% of portfolio
|
Q4 2022
Added 11.06%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
3,006
shares
|
$401,541
0.08% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,998
shares
|
$400,472
0.1% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
2,997
shares
|
$400,339
0.06% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2,996
shares
|
$400,205
0.01% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
2,982
shares
|
$398,335
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,978
shares
|
$397,801
0.03% of portfolio
|
Q4 2023
Reduced 18.37%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
2,955
shares
|
$394,728
0.08% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,951
shares
|
$394,194
0.1% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
2,936
shares
|
$392,190
0.02% of portfolio
|
Q2 2023
Added 1.24%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
2,936
shares
|
$392,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
2,928
shares
|
$391,122
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
2,922
shares
|
$390,320
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
2,918
shares
|
$389,786
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,915
shares
|
$389,385
0.01% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,915
shares
|
$389,385
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,908
shares
|
$388,450
0.02% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,900
shares
|
$387,382
0.02% of portfolio
|
Q1 2024
Reduced 14.4%
|