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 1,328 institutions that hold shares in the stock, with a total of 73.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
994
shares
|
$133,484
0.04% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
988
shares
|
$132,678
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
979
shares
|
$131,469
0.03% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
977
shares
|
$131,201
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
960
shares
|
$128,918
0.03% of portfolio
|
Q2 2023
Added 0.73%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
946
shares
|
$127,038
0.01% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
945
shares
|
$126,904
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
898
shares
|
$120,592
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
895
shares
|
$120,189
0.03% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
875
shares
|
$117,503
0.01% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
861
shares
|
$115,623
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
858
shares
|
$115,220
0.02% of portfolio
|
Q2 2024
Added 9.86%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
850
shares
|
$114,146
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
842
shares
|
$113,072
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
841
shares
|
$112,937
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
839
shares
|
$112,669
0.03% of portfolio
|
Q2 2024
Reduced 81.44%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
835
shares
|
$112,132
0.08% of portfolio
|
Q4 2024
Reduced 78.74%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
832
shares
|
$111,729
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
828
shares
|
$111,192
0.03% of portfolio
|
Q3 2024
Reduced 23.48%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
818
shares
|
$109,849
0.01% of portfolio
|
Q1 2022
Reduced 15.15%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
815
shares
|
$109,446
0.02% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
778
shares
|
$104,477
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
768
shares
|
$103,134
0.01% of portfolio
|
Q3 2024
Reduced 50.9%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
768
shares
|
$103,134
0.02% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
765
shares
|
$102,731
0.03% of portfolio
|
Q4 2024
New holding
|