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 |
|---|---|---|---|---|---|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
2,520
shares
|
$336,621
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
2,517
shares
|
$336,220
0.05% of portfolio
|
Q4 2024
Added 77.25%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,509
shares
|
$335,152
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
2,500
shares
|
$333,950
0.08% of portfolio
|
Q2 2022
Added 1.01%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
2,495
shares
|
$333,282
0.04% of portfolio
|
Q4 2024
Reduced 48.17%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,484
shares
|
$331,812
0.19% of portfolio
|
Q2 2024
Reduced 69.17%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,483
shares
|
$331,679
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
2,481
shares
|
$331,411
0.06% of portfolio
|
Q1 2024
Reduced 9.15%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
2,479
shares
|
$331,144
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Hoffman, Alan N Investment Management
|
Jan 14, 2025 Q4 2024 |
2,471
shares
|
$330,076
0.15% of portfolio
|
Q3 2023
Reduced 3.51%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
2,470
shares
|
$329,942
0.03% of portfolio
|
Q4 2024
Added 32.72%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
2,470
shares
|
$329,942
0.23% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
2,469
shares
|
$329,809
0.02% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
2,466
shares
|
$329,408
0.14% of portfolio
|
Q4 2024
Reduced 27.89%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,452
shares
|
$327,538
0.01% of portfolio
|
Q4 2022
Added 6.89%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,446
shares
|
$326,736
0.07% of portfolio
|
Q2 2022
Reduced 1.85%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
2,445
shares
|
$326,603
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
2,435
shares
|
$325,267
0.16% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,425
shares
|
$323,931
0.12% of portfolio
|
Q1 2024
Reduced 27.07%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
2,425
shares
|
$323,931
0.0% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
2,420
shares
|
$323,263
0.16% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,407
shares
|
$321,527
0.0% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,399
shares
|
$320,458
0.01% of portfolio
|
Q4 2023
Added 19.95%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
2,394
shares
|
$319,790
0.08% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
2,387
shares
|
$318,855
0.02% of portfolio
|
Q4 2024
Added 1.75%
|