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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
63,335
shares
|
$8.75 Million
0.19% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
63,138
shares
|
$8.72 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
62,965
shares
|
$8.7 Million
2.95% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
62,535
shares
|
$8.64 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
62,252
shares
|
$8.6 Million
0.64% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
61,854
shares
|
$8.55 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
60,759
shares
|
$8.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
59,778
shares
|
$8.26 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
59,533
shares
|
$8.23 Million
0.0% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
59,364
shares
|
$8.2 Million
0.65% of portfolio
|
Q2 2024
Reduced 45.29%
|
|
|
American Money Management, LLC
|
Aug 13, 2024 Q2 2024 |
59,308
shares
|
$8.2 Million
1.61% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
59,084
shares
|
$8.16 Million
4.1% of portfolio
|
Q1 2023
Reduced 2.46%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Jul 30, 2024 Q2 2024 |
58,802
shares
|
$8.13 Million
2.21% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
58,580
shares
|
$8.09 Million
2.96% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
57,980
shares
|
$8.01 Million
0.39% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
57,635
shares
|
$7.96 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
56,206
shares
|
$7.77 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
55,796
shares
|
$7.71 Million
0.57% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
55,339
shares
|
$7.65 Million
1.51% of portfolio
|
Q2 2024
Reduced 47.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
54,826
shares
|
$7.58 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.44%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
54,057
shares
|
$7.47 Million
2.14% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
53,942
shares
|
$7.45 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
53,746
shares
|
$7.43 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
53,027
shares
|
$7.33 Million
0.01% of portfolio
|
Q2 2024
Reduced 20.2%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
52,687
shares
|
$7.28 Million
0.07% of portfolio
|
Q3 2024
Added 2.12%
|