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 1,246 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 $9.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,600
shares
|
$225,536
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
1,600
shares
|
$225,536
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
1,600
shares
|
$225,536
0.01% of portfolio
|
Q1 2024
Reduced 41.28%
|
|
|
Davidson Trust CO
|
Jul 31, 2024 Q2 2024 |
1,597
shares
|
$225,113
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,595
shares
|
$224,831
0.01% of portfolio
|
Q2 2024
Added 538.0%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
1,593
shares
|
$224,549
0.0% of portfolio
|
Q3 2024
Reduced 20.79%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
1,590
shares
|
$224,126
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
1,588
shares
|
$223,844
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Aug 14, 2024 Q2 2024 |
1,588
shares
|
$223,844
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,585
shares
|
$223,421
0.02% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
1,585
shares
|
$223,421
0.01% of portfolio
|
Q2 2024
Reduced 40.97%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,578
shares
|
$222,434
0.03% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
1,567
shares
|
$220,884
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
1,563
shares
|
$220,320
0.0% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
1,560
shares
|
$219,897
0.02% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
1,559
shares
|
$219,756
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
1,559
shares
|
$219,756
0.02% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2024 Q2 2024 |
1,552
shares
|
$218,769
0.06% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
1,541
shares
|
$217,219
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
1,534
shares
|
$216,232
0.07% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
1,522
shares
|
$214,541
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
1,521
shares
|
$214,400
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,518
shares
|
$213,977
0.17% of portfolio
|
Q1 2023
Reduced 65.4%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
1,514
shares
|
$213,413
0.06% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
1,512
shares
|
$213,131
0.02% of portfolio
|
Q3 2024
Reduced 5.08%
|