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 1,196 institutions that hold shares in the stock, with a total of 70.3 Million shares, which have been reported (via 13F filing form) to have a value of $8.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
8,054,146
shares
|
$1.03 Billion
0.1% of portfolio
|
Q1 2024
Reduced 6.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,782,735
shares
|
$611 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
2,945,375
shares
|
$376 Million
0.21% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,503,686
shares
|
$320 Million
0.08% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 29, 2024 Q1 2024 |
2,387,293
shares
|
$305 Million
17.23% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
2,301,496
shares
|
$294 Million
0.21% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
2,145,418
shares
|
$274 Million
0.08% of portfolio
|
Q1 2024
Reduced 6.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,885,433
shares
|
$241 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,823,061
shares
|
$233 Million
0.06% of portfolio
|
Q1 2024
Reduced 8.55%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,478,260
shares
|
$189 Million
0.49% of portfolio
|
Q3 2023
Added 18.56%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,343,493
shares
|
$172 Million
0.07% of portfolio
|
Q1 2024
Reduced 1.04%
|
|
|
Richard Bernstein Advisors LLC
|
May 09, 2024 Q1 2024 |
1,341,291
shares
|
$171 Million
3.99% of portfolio
|
Q1 2024
Reduced 11.03%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,174,828
shares
|
$150 Million
0.26% of portfolio
|
Q1 2024
Reduced 4.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,118,704
shares
|
$143 Million
0.01% of portfolio
|
Q1 2024
Reduced 51.83%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
1,080,693
shares
|
$138 Million
0.42% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
982,908
shares
|
$126 Million
0.19% of portfolio
|
Q1 2024
Reduced 3.68%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
976,684
shares
|
$125 Million
0.2% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
801,808
shares
|
$102 Million
0.59% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
782,244
shares
|
$100 Million
0.48% of portfolio
|
Q1 2024
Added 3.1%
|
|
|
1 St Source Bank
|
May 09, 2024 Q1 2024 |
760,858
shares
|
$97.2 Million
5.81% of portfolio
|
Q1 2024
Reduced 12.21%
|
|
|
Destination Wealth Management
|
May 14, 2024 Q1 2024 |
701,537
shares
|
$89.6 Million
3.09% of portfolio
|
Q1 2024
Added 1.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
688,750
shares
|
$88 Million
0.22% of portfolio
|
Q1 2024
Added 455.78%
|
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
563,851
shares
|
$72 Million
1.74% of portfolio
|
Q1 2024
Reduced 3.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
541,936
shares
|
$69.2 Million
0.16% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
527,434
shares
|
$67.4 Million
0.74% of portfolio
|
Q1 2024
Added 1.36%
|
|