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 1,200 institutions that hold shares in the stock, with a total of 68.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.67 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
44
shares
|
$6,174
0.0% of portfolio
|
Q2 2024
New holding
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 08, 2024 Q2 2024 |
42
shares
|
$5,893
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 09, 2024 Q2 2024 |
42
shares
|
$5,893
0.0% of portfolio
|
Q2 2024
New holding
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
41
shares
|
$5,753
0.0% of portfolio
|
Q1 2024
Reduced 93.35%
|
|
West Branch Capital LLC
|
Jul 26, 2024 Q2 2024 |
40
shares
|
$5,613
0.0% of portfolio
|
Q3 2021
Reduced 71.83%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
39
shares
|
$5,472
0.0% of portfolio
|
Q2 2022
New holding
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
32
shares
|
$4,490
0.0% of portfolio
|
Q4 2020
New holding
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
30
shares
|
$4,209
0.0% of portfolio
|
Q4 2023
Added 3.45%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
29
shares
|
$4,069
0.0% of portfolio
|
Q4 2023
New holding
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 11, 2024 Q2 2024 |
28
shares
|
$3,929
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hwg Holdings LP
Houston, TX |
Aug 19, 2024 Q2 2024 |
21
shares
|
$2,946
0.0% of portfolio
|
Q2 2024
Reduced 73.75%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 02, 2024 Q2 2024 |
20
shares
|
$2,806
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13
shares
|
$1,824
0.0% of portfolio
|
Q3 2022
New holding
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2024 Q2 2024 |
13
shares
|
$1,824
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
11
shares
|
$1,543
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
8
shares
|
$1,122
0.0% of portfolio
|
Q2 2021
Reduced 77.14%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|