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 1,262 institutions that hold shares in the stock, with a total of 67.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
85,162
shares
|
$11.4 Million
3.89% of portfolio
|
Q4 2023
Reduced 10.11%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
84,823
shares
|
$11.4 Million
2.85% of portfolio
|
Q3 2024
Reduced 68.86%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
84,349
shares
|
$11.3 Million
2.73% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
83,127
shares
|
$11.1 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
80,703
shares
|
$10.8 Million
0.4% of portfolio
|
Q4 2021
Added 28.56%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
80,703
shares
|
$10.8 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
77,851
shares
|
$10.4 Million
0.8% of portfolio
|
Q4 2022
Added 159.51%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
76,970
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
76,683
shares
|
$10.3 Million
0.2% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
76,315
shares
|
$10.2 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
74,840
shares
|
$10 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
73,503
shares
|
$9.84 Million
0.07% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
73,225
shares
|
$9.81 Million
2.63% of portfolio
|
Q4 2024
Added 50.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
73,098
shares
|
$9.79 Million
0.04% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
72,530
shares
|
$9.71 Million
0.15% of portfolio
|
Q3 2024
Added 36.06%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
71,551
shares
|
$9.58 Million
0.38% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
70,187
shares
|
$9.4 Million
1.19% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
70,088
shares
|
$9.39 Million
0.02% of portfolio
|
Q3 2024
Added 21.61%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
68,819
shares
|
$9.22 Million
1.59% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
68,021
shares
|
$9.11 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
67,000
shares
|
$8.97 Million
3.92% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
65,512
shares
|
$8.77 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
65,381
shares
|
$8.76 Million
6.14% of portfolio
|
Q3 2022
Added 1.43%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
65,213
shares
|
$8.73 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
64,958
shares
|
$8.7 Million
0.0% of portfolio
|
Q3 2024
Added 9.11%
|