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 1,200 institutions that hold shares in the stock, with a total of 68.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.55 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
7,833,665
shares
|
$1.09 Billion
0.09% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
4,658,693
shares
|
$646 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.99%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
2,940,524
shares
|
$407 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
2,431,616
shares
|
$337 Million
16.32% of portfolio
|
Q2 2024
Added 1.86%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,412,543
shares
|
$334 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
2,256,492
shares
|
$313 Million
0.19% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,936,063
shares
|
$268 Million
0.07% of portfolio
|
Q2 2024
Reduced 9.76%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,842,625
shares
|
$255 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,759,595
shares
|
$244 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,478,260
shares
|
$205 Million
0.49% of portfolio
|
Q3 2023
Added 18.56%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,323,564
shares
|
$183 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Richard Bernstein Advisors LLC
|
Jul 30, 2024 Q2 2024 |
1,287,134
shares
|
$178 Million
3.83% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
1,127,197
shares
|
$156 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
1,074,634
shares
|
$149 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
913,192
shares
|
$127 Million
0.01% of portfolio
|
Q2 2024
Reduced 18.37%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
890,488
shares
|
$123 Million
0.17% of portfolio
|
Q2 2024
Reduced 8.83%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
801,808
shares
|
$111 Million
0.59% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
775,149
shares
|
$107 Million
0.45% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
744,043
shares
|
$103 Million
5.54% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
727,780
shares
|
$101 Million
0.13% of portfolio
|
Q2 2024
Reduced 25.96%
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
698,057
shares
|
$96.7 Million
2.96% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
682,480
shares
|
$94.6 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
551,587
shares
|
$76.4 Million
1.6% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
536,251
shares
|
$74.3 Million
0.11% of portfolio
|
Q2 2024
Added 5.39%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
519,295
shares
|
$72 Million
0.67% of portfolio
|
Q2 2024
Reduced 1.54%
|