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 68.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
28,449
shares
|
$3.8 Million
0.27% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
28,422
shares
|
$3.8 Million
1.1% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
28,234
shares
|
$3.77 Million
0.92% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
28,194
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2024
Added 23.28%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
28,092
shares
|
$3.75 Million
0.53% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
28,062
shares
|
$3.75 Million
3.56% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
27,883
shares
|
$3.72 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
27,867
shares
|
$3.72 Million
0.55% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
27,494
shares
|
$3.67 Million
0.38% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
27,353
shares
|
$3.65 Million
2.83% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
26,958
shares
|
$3.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
26,934
shares
|
$3.6 Million
0.13% of portfolio
|
Q2 2024
Reduced 11.16%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
26,176
shares
|
$3.5 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
26,172
shares
|
$3.49 Million
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
26,132
shares
|
$3.49 Million
0.78% of portfolio
|
Q4 2022
Added 21.83%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
26,130
shares
|
$3.49 Million
1.06% of portfolio
|
Q3 2024
Reduced 49.93%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
25,877
shares
|
$3.46 Million
3.01% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
25,758
shares
|
$3.44 Million
0.0% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
25,703
shares
|
$3.43 Million
0.12% of portfolio
|
Q3 2024
Added 418.31%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
25,231
shares
|
$3.37 Million
0.39% of portfolio
|
Q3 2023
Added 4.64%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
24,949
shares
|
$3.33 Million
0.5% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
24,889
shares
|
$3.32 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
24,699
shares
|
$3.3 Million
1.02% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
24,555
shares
|
$3.28 Million
1.4% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
24,422
shares
|
$3.26 Million
0.07% of portfolio
|
Q3 2024
Added 0.11%
|