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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
669
shares
|
$94,302
0.01% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
620
shares
|
$87,395
0.04% of portfolio
|
Q1 2024
Reduced 17.66%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
605
shares
|
$85,280
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
600
shares
|
$84,576
0.02% of portfolio
|
Q2 2020
Reduced 84.26%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 14, 2024 Q2 2024 |
600
shares
|
$84,576
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
600
shares
|
$84,576
0.0% of portfolio
|
Q4 2022
Reduced 9.37%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
600
shares
|
$84,576
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
582
shares
|
$82,038
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
579
shares
|
$81,615
0.03% of portfolio
|
Q2 2024
Reduced 24.12%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
562
shares
|
$79,219
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
530
shares
|
$74,708
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
520
shares
|
$73,299
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
515
shares
|
$72,594
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
509
shares
|
$71,748
0.02% of portfolio
|
Q1 2024
Reduced 11.79%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
506
shares
|
$71,325
0.01% of portfolio
|
Q1 2023
Added 11.7%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
506
shares
|
$71,325
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
487
shares
|
$68,647
0.05% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
477
shares
|
$67,237
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
475
shares
|
$66,956
0.03% of portfolio
|
Q2 2020
Reduced 32.14%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
475
shares
|
$66,956
0.02% of portfolio
|
Q4 2023
Reduced 55.81%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
472
shares
|
$66,533
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
454
shares
|
$63,995
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
445
shares
|
$62,727
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
441
shares
|
$62,163
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
434
shares
|
$61,176
0.0% of portfolio
|
Q3 2024
New holding
|