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 1,265 institutions that hold shares in the stock, with a total of 68.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,404
shares
|
$473,326
0.23% of portfolio
|
Q3 2023
Reduced 26.06%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,397
shares
|
$472,352
0.05% of portfolio
|
Q2 2023
Reduced 7.56%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
3,380
shares
|
$469,989
0.03% of portfolio
|
Q4 2023
Reduced 7.93%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,380
shares
|
$469,989
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
3,359
shares
|
$467,068
0.02% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,326
shares
|
$462,480
0.02% of portfolio
|
Q3 2022
Reduced 1.19%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
3,323
shares
|
$462,063
0.05% of portfolio
|
Q3 2024
Reduced 50.97%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,321
shares
|
$461,785
0.03% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,312
shares
|
$460,533
0.01% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
3,310
shares
|
$460,255
0.01% of portfolio
|
Q2 2024
Reduced 9.64%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,289
shares
|
$457,335
0.0% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,289
shares
|
$457,335
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
3,288
shares
|
$457,196
0.22% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,281
shares
|
$456,223
0.04% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
3,275
shares
|
$455,388
0.03% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
3,273
shares
|
$455,110
0.12% of portfolio
|
Q3 2024
Reduced 29.05%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,270
shares
|
$454,693
0.14% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
3,268
shares
|
$454,415
0.06% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
3,261
shares
|
$453,442
0.08% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
3,255
shares
|
$452,607
0.15% of portfolio
|
Q3 2024
Reduced 32.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,230
shares
|
$449,131
0.01% of portfolio
|
Q3 2024
Added 37.1%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,208
shares
|
$446,072
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
3,198
shares
|
$444,681
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,192
shares
|
$443,847
0.03% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
3,179
shares
|
$442,039
0.08% of portfolio
|
Q3 2024
Reduced 19.4%
|