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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
23,451
shares
|
$3.31 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
23,337
shares
|
$3.29 Million
0.04% of portfolio
|
Q2 2024
Reduced 14.91%
|
|
|
Treasure Coast Financial Planning
|
Jul 22, 2024 Q2 2024 |
22,903
shares
|
$3.23 Million
1.92% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
22,640
shares
|
$3.19 Million
1.96% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
22,624
shares
|
$3.19 Million
2.17% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
22,530
shares
|
$3.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
22,283
shares
|
$3.14 Million
1.47% of portfolio
|
Q4 2022
Reduced 0.1%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
22,280
shares
|
$3.14 Million
0.46% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
22,207
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2024
Reduced 56.66%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
21,900
shares
|
$3.09 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
21,843
shares
|
$3.08 Million
0.07% of portfolio
|
Q2 2024
Reduced 10.6%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
21,711
shares
|
$3.06 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
21,689
shares
|
$3.06 Million
0.69% of portfolio
|
Q4 2022
Added 12.66%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
21,665
shares
|
$3.05 Million
0.06% of portfolio
|
Q2 2024
Added 80.42%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
21,392
shares
|
$3.02 Million
0.09% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
20,997
shares
|
$2.96 Million
0.04% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
20,989
shares
|
$2.96 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
20,844
shares
|
$2.94 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
20,613
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
20,526
shares
|
$2.89 Million
0.08% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
20,489
shares
|
$2.89 Million
0.67% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
20,472
shares
|
$2.89 Million
0.59% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
20,280
shares
|
$2.86 Million
1.44% of portfolio
|
Q1 2024
Reduced 14.36%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
20,239
shares
|
$2.85 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
20,232
shares
|
$2.85 Million
0.14% of portfolio
|
Q3 2024
Added 0.61%
|