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 $9.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
110
shares
|
$15,840
0.0% of portfolio
|
Q2 2024
Reduced 47.12%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
108
shares
|
$15,552
0.01% of portfolio
|
Q1 2024
Added 61.19%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
105
shares
|
$15,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
100
shares
|
$14,400
0.01% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
100
shares
|
$14,400
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
100
shares
|
$14,400
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
81
shares
|
$11,664
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
76
shares
|
$10,944
0.0% of portfolio
|
Q3 2024
Reduced 17.39%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
73
shares
|
$10,512
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
72
shares
|
$10,368
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
63
shares
|
$9,072
0.0% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
50
shares
|
$7,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
50
shares
|
$7,200
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
45
shares
|
$6,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
43
shares
|
$6,192
0.0% of portfolio
|
Q3 2023
Added 2.44%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
42
shares
|
$6,048
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
40
shares
|
$5,760
0.0% of portfolio
|
Q3 2021
Reduced 71.83%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
39
shares
|
$5,616
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33
shares
|
$4,752
0.14% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
32
shares
|
$4,608
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
28
shares
|
$4,032
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
27
shares
|
$3,888
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
20
shares
|
$2,880
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13
shares
|
$1,872
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
13
shares
|
$1,872
0.0% of portfolio
|
Q3 2024
Added 176.92%
|