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 1,236 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 $9.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
519,295
shares
|
$71.8 Million
0.67% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
516,467
shares
|
$71.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
470,559
shares
|
$65 Million
0.15% of portfolio
|
Q2 2024
Reduced 13.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
467,553
shares
|
$64.6 Million
0.04% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
455,279
shares
|
$62.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
437,596
shares
|
$60.5 Million
0.22% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
398,838
shares
|
$55.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
385,024
shares
|
$53.2 Million
10.09% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
374,280
shares
|
$51.7 Million
10.23% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
363,722
shares
|
$50.3 Million
0.12% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
357,855
shares
|
$49.4 Million
0.89% of portfolio
|
Q4 2022
Reduced 1.33%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2024 Q2 2024 |
357,410
shares
|
$49.4 Million
1.08% of portfolio
|
Q2 2024
Added 26.11%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
348,402
shares
|
$48.1 Million
0.71% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
J.Safra Asset Management Corp
|
Jul 17, 2024 Q2 2024 |
337,694
shares
|
$46.7 Million
4.33% of portfolio
|
Q2 2024
Added 1.62%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
303,428
shares
|
$41.9 Million
2.0% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
287,780
shares
|
$39.8 Million
0.63% of portfolio
|
Q2 2024
Added 17.47%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
275,981
shares
|
$38.1 Million
0.2% of portfolio
|
Q2 2024
Added 84.48%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 15, 2024 Q2 2024 |
272,349
shares
|
$37.6 Million
9.03% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
268,538
shares
|
$37.1 Million
8.57% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
254,505
shares
|
$35.2 Million
0.36% of portfolio
|
Q2 2024
Reduced 9.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
248,056
shares
|
$34.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
245,026
shares
|
$33.9 Million
0.18% of portfolio
|
Q2 2024
Added 19.56%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
238,751
shares
|
$33 Million
0.26% of portfolio
|
Q2 2024
Reduced 19.87%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
238,164
shares
|
$32.9 Million
3.46% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
230,330
shares
|
$31.8 Million
8.89% of portfolio
|
Q3 2024
Added 3.37%
|