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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
42,445
shares
|
$5.7 Million
0.31% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
41,998
shares
|
$5.64 Million
2.37% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
41,831
shares
|
$5.61 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
41,360
shares
|
$5.55 Million
0.0% of portfolio
|
Q4 2024
Added 112.87%
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
40,602
shares
|
$5.45 Million
2.42% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
40,267
shares
|
$5.4 Million
0.8% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
40,080
shares
|
$5.38 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
40,008
shares
|
$5.37 Million
1.76% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
39,972
shares
|
$5.36 Million
0.15% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
39,689
shares
|
$5.33 Million
0.39% of portfolio
|
Q4 2024
Added 29.31%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
39,592
shares
|
$5.31 Million
1.98% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
39,555
shares
|
$5.31 Million
3.14% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
39,139
shares
|
$5.25 Million
0.02% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
39,116
shares
|
$5.25 Million
5.13% of portfolio
|
Q4 2024
New holding
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Feb 10, 2025 Q4 2024 |
38,860
shares
|
$5.22 Million
3.78% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
38,777
shares
|
$5.2 Million
4.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
38,752
shares
|
$5.2 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
38,346
shares
|
$5.15 Million
0.49% of portfolio
|
Q4 2024
Added 276.68%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
37,709
shares
|
$5.06 Million
0.53% of portfolio
|
Q4 2024
Reduced 12.01%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
37,625
shares
|
$5.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
37,166
shares
|
$4.99 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
36,952
shares
|
$4.96 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
36,742
shares
|
$4.93 Million
2.62% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
36,688
shares
|
$4.92 Million
0.22% of portfolio
|
Q2 2023
Reduced 10.74%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
36,413
shares
|
$4.89 Million
0.0% of portfolio
|
Q4 2024
Added 18.29%
|