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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
33,293
shares
|
$4.6 Million
0.61% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
33,264
shares
|
$4.6 Million
0.32% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
33,239
shares
|
$4.59 Million
0.34% of portfolio
|
Q2 2024
Reduced 8.15%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
32,672
shares
|
$4.51 Million
0.95% of portfolio
|
Q2 2024
Added 4.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32,357
shares
|
$4.47 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
31,841
shares
|
$4.4 Million
0.03% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
31,619
shares
|
$4.37 Million
0.14% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
31,550
shares
|
$4.36 Million
0.78% of portfolio
|
Q1 2023
Added 150.36%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
31,366
shares
|
$4.33 Million
2.23% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Etfidea, LLC
Syracuse, NY |
Aug 12, 2024 Q2 2024 |
30,979
shares
|
$4.28 Million
1.33% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
30,814
shares
|
$4.26 Million
0.06% of portfolio
|
Q2 2024
Added 3.92%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
30,734
shares
|
$4.25 Million
0.05% of portfolio
|
Q2 2024
Added 48.84%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
30,693
shares
|
$4.24 Million
0.31% of portfolio
|
Q3 2024
Added 42.84%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
30,633
shares
|
$4.23 Million
0.1% of portfolio
|
Q3 2024
Added 20.47%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
29,961
shares
|
$4.14 Million
0.79% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
29,929
shares
|
$4.14 Million
0.1% of portfolio
|
Q1 2023
Reduced 30.63%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
29,672
shares
|
$4.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 19.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
29,454
shares
|
$4.07 Million
0.07% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
29,300
shares
|
$4.05 Million
0.02% of portfolio
|
Q3 2024
Added 39.52%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
29,236
shares
|
$4.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.4%
|
|
|
F Dx Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
29,181
shares
|
$4.03 Million
1.03% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
28,585
shares
|
$3.95 Million
3.18% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
28,441
shares
|
$3.93 Million
0.24% of portfolio
|
Q2 2024
Added 4.62%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
28,392
shares
|
$3.92 Million
0.13% of portfolio
|
Q2 2024
Reduced 11.16%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
28,234
shares
|
$3.9 Million
0.92% of portfolio
|
Q3 2024
Added 0.56%
|