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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
1,853
shares
|
$248,672
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
1,850
shares
|
$248,269
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
1,850
shares
|
$248,269
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
1,847
shares
|
$247,867
0.05% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
1,838
shares
|
$246,659
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
1,834
shares
|
$246,122
0.09% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
1,834
shares
|
$246,122
0.07% of portfolio
|
Q4 2024
Reduced 20.5%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
1,827
shares
|
$245,183
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
1,822
shares
|
$244,512
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
1,819
shares
|
$244,109
0.14% of portfolio
|
Q4 2023
Reduced 8.59%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
1,815
shares
|
$243,572
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,811
shares
|
$243,036
0.09% of portfolio
|
Q1 2021
New holding
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
1,808
shares
|
$242,633
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
1,802
shares
|
$241,828
0.01% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,795
shares
|
$240,888
0.02% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
1,783
shares
|
$239,278
0.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,779
shares
|
$238,741
0.12% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
1,765
shares
|
$236,862
0.03% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
1,764
shares
|
$236,728
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
1,761
shares
|
$236,326
0.09% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,754
shares
|
$235,386
0.04% of portfolio
|
Q3 2023
Reduced 4.31%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,742
shares
|
$233,776
0.03% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
1,742
shares
|
$233,776
0.02% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
1,738
shares
|
$233,239
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
1,727
shares
|
$231,763
0.0% of portfolio
|
Q2 2024
Reduced 14.8%
|