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 |
---|---|---|---|---|---|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
52,618
shares
|
$7.38 Million
0.09% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 23, 2024 Q2 2024 |
52,187
shares
|
$7.32 Million
0.99% of portfolio
|
Q2 2024
Added 99.33%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
52,017
shares
|
$7.3 Million
0.32% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
Axiom Advisory, LLC
San Diego, CA |
Aug 13, 2024 Q2 2024 |
51,592
shares
|
$7.24 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2024 Q2 2024 |
51,207
shares
|
$7.19 Million
1.53% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Aug 05, 2024 Q2 2024 |
50,891
shares
|
$7.14 Million
3.28% of portfolio
|
Q2 2024
Reduced 23.72%
|
|
Kitching Partners, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
50,638
shares
|
$7.11 Million
11.72% of portfolio
|
Q2 2024
Added 0.32%
|
|
Private Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
50,053
shares
|
$7.02 Million
3.45% of portfolio
|
Q2 2024
Added 0.83%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
49,745
shares
|
$6.98 Million
0.09% of portfolio
|
Q2 2024
Reduced 7.89%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
48,517
shares
|
$6.81 Million
0.54% of portfolio
|
Q4 2022
Reduced 2.04%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
48,043
shares
|
$6.74 Million
0.1% of portfolio
|
Q2 2024
Added 0.25%
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
47,656
shares
|
$6.69 Million
0.68% of portfolio
|
Q2 2024
Reduced 42.7%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
47,494
shares
|
$6.66 Million
0.08% of portfolio
|
Q2 2024
Added 3.01%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 23, 2024 Q2 2024 |
47,234
shares
|
$6.63 Million
0.46% of portfolio
|
Q2 2024
Added 69.63%
|
|
Shulman De Meo Asset Management LLC
|
Jul 17, 2024 Q2 2024 |
46,580
shares
|
$6.54 Million
1.55% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 19, 2024 Q2 2024 |
46,196
shares
|
$6.48 Million
5.61% of portfolio
|
Q2 2024
Reduced 14.69%
|
|
Alpha Cubed Investments, LLC
|
Jul 15, 2024 Q2 2024 |
45,937
shares
|
$6.45 Million
0.28% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
45,808
shares
|
$6.43 Million
0.39% of portfolio
|
Q1 2024
Reduced 13.6%
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
45,790
shares
|
$6.43 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Tl Private Wealth
|
Jul 17, 2024 Q2 2024 |
45,649
shares
|
$6.41 Million
2.71% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 26, 2024 Q2 2024 |
45,098
shares
|
$6.33 Million
0.69% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Aug 01, 2024 Q2 2024 |
44,929
shares
|
$6.3 Million
2.14% of portfolio
|
Q2 2024
Added 129.48%
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
44,814
shares
|
$6.29 Million
0.31% of portfolio
|
Q2 2024
Added 1.0%
|
|
Cornerstone Advisory, LLC
|
Aug 14, 2024 Q2 2024 |
44,410
shares
|
$6.23 Million
0.83% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
43,416
shares
|
$6.09 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.58%
|