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 1,262 institutions that hold shares in the stock, with a total of 67.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.08 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
|
$1.03 Billion
0.09% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,691,061
shares
|
$628 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
|
$375 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,461,997
shares
|
$330 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
|
$324 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
|
$298 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
|
$237 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,702,643
shares
|
$228 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,702,359
shares
|
$228 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
|
$198 Million
0.49% of portfolio
|
Q3 2023
Added 18.56%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,299,396
shares
|
$174 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
1,238,618
shares
|
$166 Million
3.79% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,073,457
shares
|
$144 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,057,319
shares
|
$142 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,036,050
shares
|
$139 Million
0.01% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
877,892
shares
|
$118 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
801,808
shares
|
$107 Million
0.59% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
773,031
shares
|
$104 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
744,555
shares
|
$99.7 Million
5.99% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
700,423
shares
|
$93.8 Million
3.12% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
697,849
shares
|
$93.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
681,391
shares
|
$91.2 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
537,467
shares
|
$72 Million
0.11% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
529,243
shares
|
$70.9 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
518,560
shares
|
$69.4 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.14%
|