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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
24,409
shares
|
$3.26 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
24,404
shares
|
$3.26 Million
1.66% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,275
shares
|
$3.24 Million
0.11% of portfolio
|
Q3 2022
Added 291.6%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
23,879
shares
|
$3.19 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
23,706
shares
|
$3.17 Million
2.25% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
23,525
shares
|
$3.14 Million
0.04% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
23,451
shares
|
$3.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
23,019
shares
|
$3.07 Million
2.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
22,640
shares
|
$3.02 Million
1.96% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
22,530
shares
|
$3.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
22,283
shares
|
$2.98 Million
1.47% of portfolio
|
Q4 2022
Reduced 0.1%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
22,280
shares
|
$2.98 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
21,900
shares
|
$2.92 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
21,711
shares
|
$2.9 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
21,689
shares
|
$2.9 Million
0.69% of portfolio
|
Q4 2022
Added 12.66%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
21,665
shares
|
$2.89 Million
0.06% of portfolio
|
Q2 2024
Added 80.42%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
21,392
shares
|
$2.86 Million
0.09% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
21,005
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
20,997
shares
|
$2.8 Million
0.04% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
20,989
shares
|
$2.8 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
20,920
shares
|
$2.79 Million
0.02% of portfolio
|
Q3 2024
Added 281.2%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
20,844
shares
|
$2.78 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
20,613
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
20,567
shares
|
$2.75 Million
1.45% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
20,472
shares
|
$2.73 Million
0.59% of portfolio
|
Q4 2022
Reduced 0.24%
|