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 1,324 institutions that hold shares in the stock, with a total of 71.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$11.2 Million
3.89% of portfolio
|
Q4 2023
Reduced 10.11%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
84,562
shares
|
$11.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
83,665
shares
|
$11 Million
2.71% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
82,664
shares
|
$10.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
82,412
shares
|
$10.8 Million
0.02% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
82,392
shares
|
$10.8 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
81,292
shares
|
$10.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
80,703
shares
|
$10.6 Million
0.4% of portfolio
|
Q4 2021
Added 28.56%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
80,659
shares
|
$10.6 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
78,081
shares
|
$10.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
77,851
shares
|
$10.2 Million
0.8% of portfolio
|
Q4 2022
Added 159.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
77,009
shares
|
$10.1 Million
0.34% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
76,561
shares
|
$10 Million
2.88% of portfolio
|
Q1 2025
Added 18.15%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
76,318
shares
|
$10 Million
0.75% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
74,311
shares
|
$9.74 Million
3.12% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
73,597
shares
|
$9.64 Million
0.13% of portfolio
|
Q1 2025
Reduced 30.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
72,882
shares
|
$9.55 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
72,581
shares
|
$9.51 Million
0.09% of portfolio
|
Q1 2025
Added 18.99%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
72,269
shares
|
$9.47 Million
2.56% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
72,222
shares
|
$9.46 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
71,834
shares
|
$9.41 Million
11.21% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
70,064
shares
|
$9.18 Million
0.11% of portfolio
|
Q1 2025
Added 143.35%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
69,463
shares
|
$9.1 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
68,888
shares
|
$9.03 Million
1.55% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
67,119
shares
|
$8.8 Million
0.34% of portfolio
|
Q1 2025
Reduced 6.19%
|