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 $9.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
33,449
shares
|
$4.67 Million
2.21% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
33,423
shares
|
$4.67 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
33,107
shares
|
$4.62 Million
1.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
32,863
shares
|
$4.59 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32,357
shares
|
$4.52 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
31,841
shares
|
$4.45 Million
0.03% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
31,619
shares
|
$4.41 Million
0.14% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
31,550
shares
|
$4.41 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
|
$4.38 Million
2.23% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
30,784
shares
|
$4.3 Million
0.0% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
30,693
shares
|
$4.29 Million
0.31% of portfolio
|
Q3 2024
Added 42.84%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
30,633
shares
|
$4.28 Million
0.1% of portfolio
|
Q3 2024
Added 20.47%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
30,530
shares
|
$4.26 Million
1.37% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
30,043
shares
|
$4.19 Million
0.03% of portfolio
|
Q3 2024
Added 75.98%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
29,961
shares
|
$4.18 Million
0.79% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
29,930
shares
|
$4.18 Million
0.04% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
29,929
shares
|
$4.18 Million
0.1% of portfolio
|
Q1 2023
Reduced 30.63%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
29,859
shares
|
$4.17 Million
0.08% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
29,672
shares
|
$4.14 Million
0.27% of portfolio
|
Q3 2024
Reduced 19.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
29,524
shares
|
$4.12 Million
0.06% of portfolio
|
Q3 2024
Added 240.1%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
29,492
shares
|
$4.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
29,300
shares
|
$4.09 Million
0.02% of portfolio
|
Q3 2024
Added 39.52%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
29,136
shares
|
$4.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
28,585
shares
|
$3.99 Million
3.18% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
28,449
shares
|
$3.97 Million
0.27% of portfolio
|
Q3 2024
Added 0.03%
|