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 |
|---|---|---|---|---|---|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
2,374
shares
|
$317,118
0.11% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
2,372
shares
|
$316,851
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,360
shares
|
$315,248
0.03% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
2,358
shares
|
$314,981
0.07% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
2,347
shares
|
$313,512
0.23% of portfolio
|
Q4 2024
Reduced 59.79%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
2,345
shares
|
$313,245
0.02% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,326
shares
|
$310,707
0.03% of portfolio
|
Q3 2024
Added 23.4%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
2,323
shares
|
$310,306
0.11% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,310
shares
|
$308,569
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,310
shares
|
$308,569
0.08% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
2,300
shares
|
$307,234
0.04% of portfolio
|
Q1 2024
Reduced 6.69%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
2,298
shares
|
$306,966
0.12% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
2,291
shares
|
$306,031
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
2,285
shares
|
$305,230
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
2,280
shares
|
$304,562
0.07% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,261
shares
|
$302,024
0.01% of portfolio
|
Q1 2024
Reduced 4.84%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
2,259
shares
|
$301,757
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,256
shares
|
$301,356
0.07% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,250
shares
|
$300,555
0.12% of portfolio
|
Q4 2022
Reduced 6.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,247
shares
|
$300,154
0.1% of portfolio
|
Q2 2022
Added 37.26%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
2,235
shares
|
$298,551
0.01% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
2,229
shares
|
$297,749
0.04% of portfolio
|
Q4 2023
Reduced 1.72%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
2,228
shares
|
$297,616
0.18% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
2,227
shares
|
$297,482
0.05% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
2,226
shares
|
$297,349
0.01% of portfolio
|
Q4 2024
Added 33.94%
|