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 1,316 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 $9.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
2,072
shares
|
$278,062
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
2,061
shares
|
$276,586
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
2,044
shares
|
$274,304
0.07% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,044
shares
|
$274,304
0.01% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
2,041
shares
|
$273,902
0.04% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
2,041
shares
|
$273,902
0.25% of portfolio
|
Q3 2024
Reduced 49.99%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,036
shares
|
$273,231
0.03% of portfolio
|
Q1 2021
Reduced 12.69%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
2,035
shares
|
$273,097
0.0% of portfolio
|
Q4 2020
Reduced 49.57%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
2,028
shares
|
$272,157
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
2,027
shares
|
$272,023
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
2,024
shares
|
$271,620
0.12% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Feb 06, 2025 Q4 2024 |
2,018
shares
|
$270,815
0.16% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
2,017
shares
|
$270,681
0.13% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,014
shares
|
$270,278
0.0% of portfolio
|
Q2 2024
Reduced 57.81%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,010
shares
|
$269,742
0.02% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
2,009
shares
|
$269,607
0.01% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
2,001
shares
|
$268,534
0.02% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$268,400
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$268,400
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
1,991
shares
|
$267,192
0.04% of portfolio
|
Q2 2024
Added 8.62%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,980
shares
|
$265,716
0.01% of portfolio
|
Q3 2024
Reduced 33.82%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,979
shares
|
$265,581
0.02% of portfolio
|
Q4 2022
Reduced 3.79%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,972
shares
|
$264,642
0.03% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
1,965
shares
|
$263,703
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,951
shares
|
$261,824
0.04% of portfolio
|
Q4 2024
Added 6.09%
|