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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,651
shares
|
$354,120
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
2,650
shares
|
$353,987
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
2,649
shares
|
$353,853
0.15% of portfolio
|
Q4 2024
Added 32.32%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,641
shares
|
$352,784
0.07% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,635
shares
|
$351,983
0.12% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
2,633
shares
|
$351,716
0.06% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,626
shares
|
$350,781
0.04% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,626
shares
|
$350,781
0.13% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
2,618
shares
|
$349,712
0.03% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
2,603
shares
|
$347,708
0.03% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
2,593
shares
|
$346,372
0.07% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
2,583
shares
|
$345,037
0.01% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
2,580
shares
|
$344,636
0.03% of portfolio
|
Q3 2023
Added 5.09%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
2,573
shares
|
$343,701
0.19% of portfolio
|
Q4 2024
Reduced 18.08%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
2,570
shares
|
$343,300
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
2,570
shares
|
$343,300
0.07% of portfolio
|
Q4 2021
Reduced 0.39%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
2,560
shares
|
$341,964
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
2,546
shares
|
$340,094
0.07% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
2,544
shares
|
$339,827
0.02% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,540
shares
|
$339,293
0.04% of portfolio
|
Q1 2024
Reduced 18.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,535
shares
|
$338,625
0.03% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
2,531
shares
|
$338,090
0.09% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
2,526
shares
|
$337,423
0.12% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,525
shares
|
$337,289
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2,521
shares
|
$336,755
0.07% of portfolio
|
Q3 2024
Reduced 1.33%
|