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 1,264 institutions that hold shares in the stock, with a total of 68.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
42,328
shares
|
$6.02 Million
0.35% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
42,324
shares
|
$6.02 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
42,079
shares
|
$5.99 Million
2.65% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
41,947
shares
|
$5.97 Million
2.46% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
41,470
shares
|
$5.9 Million
1.2% of portfolio
|
Q3 2024
Reduced 30.08%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
41,423
shares
|
$5.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
41,356
shares
|
$5.89 Million
0.03% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
41,188
shares
|
$5.86 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
40,405
shares
|
$5.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.8%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
39,972
shares
|
$5.69 Million
0.16% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
38,791
shares
|
$5.52 Million
3.97% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
38,629
shares
|
$5.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
38,328
shares
|
$5.45 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
37,683
shares
|
$5.36 Million
0.04% of portfolio
|
Q3 2024
Added 2310.94%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
37,129
shares
|
$5.28 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
37,129
shares
|
$5.28 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
36,713
shares
|
$5.22 Million
3.07% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
36,688
shares
|
$5.22 Million
0.22% of portfolio
|
Q2 2023
Reduced 10.74%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
36,583
shares
|
$5.21 Million
0.4% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
36,558
shares
|
$5.2 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
36,439
shares
|
$5.19 Million
1.33% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
35,685
shares
|
$5.08 Million
2.32% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
35,567
shares
|
$5.06 Million
0.93% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
34,513
shares
|
$4.91 Million
0.64% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
33,449
shares
|
$4.76 Million
2.21% of portfolio
|
Q3 2024
Added 11.14%
|