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 1,264 institutions that hold shares in the stock, with a total of 68.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,692,008
shares
|
$1.07 Billion
0.09% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,691,061
shares
|
$655 Million
0.05% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,802,693
shares
|
$391 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,461,997
shares
|
$344 Million
16.92% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,417,657
shares
|
$338 Million
0.07% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,221,989
shares
|
$310 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,768,038
shares
|
$247 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,702,643
shares
|
$238 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,702,359
shares
|
$238 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,478,260
shares
|
$206 Million
0.49% of portfolio
|
Q3 2023
Added 18.56%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,299,396
shares
|
$181 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
1,238,618
shares
|
$173 Million
3.79% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,174,296
shares
|
$164 Million
0.02% of portfolio
|
Q3 2024
Added 13497.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,073,457
shares
|
$150 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,059,965
shares
|
$148 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,036,050
shares
|
$145 Million
0.01% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
877,892
shares
|
$123 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
801,808
shares
|
$112 Million
0.59% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
773,031
shares
|
$108 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
744,043
shares
|
$104 Million
5.54% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
698,057
shares
|
$97.5 Million
2.96% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
697,849
shares
|
$97.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
681,391
shares
|
$95.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
539,981
shares
|
$75.4 Million
1.6% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
537,467
shares
|
$75 Million
0.11% of portfolio
|
Q3 2024
Added 0.23%
|