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 1,236 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 $9.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
85,162
shares
|
$11.8 Million
3.89% of portfolio
|
Q4 2023
Reduced 10.11%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
84,349
shares
|
$11.7 Million
2.73% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 07, 2024 Q3 2024 |
84,017
shares
|
$11.6 Million
5.85% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
80,703
shares
|
$11.2 Million
0.4% of portfolio
|
Q4 2021
Added 28.56%
|
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
80,703
shares
|
$11.2 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
77,851
shares
|
$10.8 Million
0.8% of portfolio
|
Q4 2022
Added 159.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
77,844
shares
|
$10.8 Million
0.38% of portfolio
|
Q2 2024
Reduced 9.05%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
76,970
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
76,679
shares
|
$10.6 Million
0.25% of portfolio
|
Q3 2024
Added 23.7%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
76,571
shares
|
$10.6 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
75,278
shares
|
$10.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Neumann Capital Management, LLC
|
Aug 09, 2024 Q2 2024 |
72,806
shares
|
$10.1 Million
3.18% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
72,530
shares
|
$10 Million
0.15% of portfolio
|
Q3 2024
Added 36.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
72,416
shares
|
$10 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
68,823
shares
|
$9.51 Million
1.85% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Peterson Wealth Management
|
Aug 05, 2024 Q2 2024 |
68,739
shares
|
$9.5 Million
5.42% of portfolio
|
Q2 2024
Added 31.39%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
68,194
shares
|
$9.42 Million
0.04% of portfolio
|
Q2 2024
Added 87.25%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
68,021
shares
|
$9.4 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Simmons Bank
|
Jul 26, 2024 Q2 2024 |
66,965
shares
|
$9.25 Million
0.65% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
66,854
shares
|
$9.24 Million
0.42% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 12, 2024 Q2 2024 |
66,507
shares
|
$9.19 Million
1.15% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
65,512
shares
|
$9.05 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
65,381
shares
|
$9.03 Million
6.14% of portfolio
|
Q3 2022
Added 1.43%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
65,123
shares
|
$9 Million
0.02% of portfolio
|
Q2 2024
Added 10.78%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
63,571
shares
|
$8.78 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.1%
|