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 |
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
53,340
shares
|
$6.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
52,851
shares
|
$6.93 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
52,687
shares
|
$6.9 Million
0.07% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
52,313
shares
|
$6.86 Million
1.95% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
51,207
shares
|
$6.71 Million
1.34% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
51,157
shares
|
$6.7 Million
0.11% of portfolio
|
Q1 2025
Added 175.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
51,102
shares
|
$6.7 Million
0.26% of portfolio
|
Q1 2025
Added 28.76%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
50,389
shares
|
$6.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 30.32%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
48,517
shares
|
$6.36 Million
0.54% of portfolio
|
Q4 2022
Reduced 2.04%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
48,101
shares
|
$6.3 Million
3.91% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
47,962
shares
|
$6.28 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
47,244
shares
|
$6.19 Million
0.27% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
47,218
shares
|
$6.19 Million
0.16% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
46,537
shares
|
$6.1 Million
4.08% of portfolio
|
Q1 2025
Added 20.01%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
46,275
shares
|
$6.06 Million
0.79% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
45,939
shares
|
$6.02 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
43,977
shares
|
$5.76 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
43,764
shares
|
$5.73 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
43,127
shares
|
$5.65 Million
0.76% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
42,793
shares
|
$5.61 Million
1.12% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
42,556
shares
|
$5.58 Million
2.17% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
42,025
shares
|
$5.51 Million
2.56% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
41,656
shares
|
$5.46 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
41,651
shares
|
$5.46 Million
0.24% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
40,892
shares
|
$5.36 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.66%
|