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 |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
2,936
shares
|
$408,250
0.02% of portfolio
|
Q2 2023
Added 1.24%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
2,936
shares
|
$408,250
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
2,930
shares
|
$407,416
0.02% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
2,928
shares
|
$407,138
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 12, 2024 Q3 2024 |
2,923
shares
|
$406,443
0.31% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,915
shares
|
$405,330
0.01% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,908
shares
|
$404,357
0.02% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,900
shares
|
$403,245
0.02% of portfolio
|
Q1 2024
Reduced 14.4%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
2,899
shares
|
$403,105
0.06% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
2,896
shares
|
$402,688
0.08% of portfolio
|
Q2 2021
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
2,865
shares
|
$398,378
0.21% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
2,850
shares
|
$396,292
0.02% of portfolio
|
Q2 2024
Reduced 8.8%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,836
shares
|
$394,345
0.02% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
2,836
shares
|
$394,345
0.09% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
2,829
shares
|
$393,372
0.07% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
2,827
shares
|
$393,094
0.05% of portfolio
|
Q1 2024
Reduced 15.03%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
2,809
shares
|
$390,591
0.01% of portfolio
|
Q2 2023
Reduced 28.52%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
2,800
shares
|
$389,340
0.23% of portfolio
|
Q1 2023
Added 139900.0%
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
2,800
shares
|
$389,340
0.2% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,793
shares
|
$388,366
0.01% of portfolio
|
Q2 2022
Reduced 8.4%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
2,785
shares
|
$387,254
0.09% of portfolio
|
Q2 2024
Added 26.76%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,780
shares
|
$386,559
0.01% of portfolio
|
Q1 2024
Added 16.81%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
2,773
shares
|
$385,585
0.1% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,757
shares
|
$383,360
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2,741
shares
|
$381,136
0.15% of portfolio
|
Q3 2024
New holding
|