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 |
|---|---|---|---|---|---|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
2,393
shares
|
$332,746
0.11% of portfolio
|
Q2 2024
Reduced 6.12%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,381
shares
|
$331,078
0.08% of portfolio
|
Q4 2023
Added 5.96%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
2,358
shares
|
$327,879
0.08% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
2,346
shares
|
$326,211
0.02% of portfolio
|
Q3 2024
Added 16.37%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
2,340
shares
|
$325,377
0.03% of portfolio
|
Q2 2024
Added 11.16%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
2,338
shares
|
$325,098
0.17% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
2,326
shares
|
$323,430
0.03% of portfolio
|
Q3 2024
Added 23.4%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
2,322
shares
|
$322,874
0.11% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
2,320
shares
|
$322,596
0.01% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,319
shares
|
$322,456
0.03% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
2,310
shares
|
$321,205
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
2,307
shares
|
$320,788
0.09% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,303
shares
|
$320,232
0.03% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
2,300
shares
|
$319,815
0.05% of portfolio
|
Q1 2024
Reduced 6.69%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
2,298
shares
|
$319,536
0.12% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
2,298
shares
|
$319,536
0.18% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
2,285
shares
|
$317,729
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
2,266
shares
|
$315,087
0.2% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,261
shares
|
$314,392
0.01% of portfolio
|
Q1 2024
Reduced 4.84%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
2,259
shares
|
$314,113
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
2,252
shares
|
$313,140
0.08% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
2,250
shares
|
$312,862
0.13% of portfolio
|
Q4 2022
Reduced 6.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,247
shares
|
$312,445
0.1% of portfolio
|
Q2 2022
Added 37.26%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
2,235
shares
|
$310,776
0.01% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
2,229
shares
|
$309,942
0.04% of portfolio
|
Q4 2023
Reduced 1.72%
|