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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
229,519
shares
|
$31.7 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
216,928
shares
|
$30 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
207,565
shares
|
$28.7 Million
0.03% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
205,028
shares
|
$28.3 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
201,999
shares
|
$27.9 Million
4.22% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
201,861
shares
|
$27.9 Million
0.05% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
196,199
shares
|
$27.1 Million
0.07% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
193,984
shares
|
$26.8 Million
0.34% of portfolio
|
Q3 2023
Reduced 5.38%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
185,217
shares
|
$25.6 Million
16.79% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
177,587
shares
|
$24.5 Million
9.54% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
173,690
shares
|
$24 Million
0.83% of portfolio
|
Q3 2022
Added 71.12%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
165,591
shares
|
$22.9 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
151,652
shares
|
$21 Million
2.67% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
145,025
shares
|
$20 Million
0.2% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
144,258
shares
|
$19.9 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
140,723
shares
|
$19.4 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
140,521
shares
|
$19.4 Million
1.06% of portfolio
|
Q2 2024
Added 7.75%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
138,672
shares
|
$19.2 Million
0.13% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
136,908
shares
|
$18.9 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
131,207
shares
|
$18.1 Million
0.53% of portfolio
|
Q1 2024
Reduced 6.49%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
119,976
shares
|
$16.6 Million
0.02% of portfolio
|
Q2 2024
Added 97.0%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
119,571
shares
|
$16.5 Million
0.28% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
118,696
shares
|
$16.4 Million
1.34% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
115,063
shares
|
$15.9 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
112,393
shares
|
$15.5 Million
3.08% of portfolio
|
Q3 2024
Reduced 1.94%
|