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 1,246 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
28,234
shares
|
$3.98 Million
0.92% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
28,194
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
Added 23.28%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
28,092
shares
|
$3.96 Million
0.53% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
28,062
shares
|
$3.96 Million
3.56% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
27,883
shares
|
$3.93 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
27,867
shares
|
$3.93 Million
0.55% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
27,494
shares
|
$3.88 Million
0.38% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
27,353
shares
|
$3.86 Million
2.83% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
26,958
shares
|
$3.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
26,573
shares
|
$3.75 Million
0.12% of portfolio
|
Q2 2024
Added 8.97%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
26,176
shares
|
$3.69 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
26,172
shares
|
$3.69 Million
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
26,132
shares
|
$3.68 Million
0.78% of portfolio
|
Q4 2022
Added 21.83%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
26,130
shares
|
$3.68 Million
1.06% of portfolio
|
Q3 2024
Reduced 49.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
25,871
shares
|
$3.65 Million
0.06% of portfolio
|
Q2 2024
Reduced 12.81%
|
|
|
Legacy Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
25,231
shares
|
$3.56 Million
0.39% of portfolio
|
Q3 2023
Added 4.64%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
24,889
shares
|
$3.51 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
24,864
shares
|
$3.5 Million
1.42% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Aug 13, 2024 Q2 2024 |
24,819
shares
|
$3.5 Million
0.48% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
24,699
shares
|
$3.48 Million
1.02% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
24,404
shares
|
$3.44 Million
1.66% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
24,394
shares
|
$3.44 Million
0.06% of portfolio
|
Q2 2024
Added 2.91%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,275
shares
|
$3.42 Million
0.11% of portfolio
|
Q3 2022
Added 291.6%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
23,879
shares
|
$3.37 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
23,706
shares
|
$3.34 Million
2.25% of portfolio
|
Q3 2024
Added 4.55%
|