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 $9.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,763
shares
|
$2.37 Million
0.61% of portfolio
|
Q2 2023
Reduced 0.08%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,718
shares
|
$2.37 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
17,603
shares
|
$2.35 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
17,529
shares
|
$2.34 Million
0.15% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
17,430
shares
|
$2.33 Million
0.4% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
17,044
shares
|
$2.28 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
16,939
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
16,781
shares
|
$2.24 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
16,663
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
16,226
shares
|
$2.17 Million
0.37% of portfolio
|
Q2 2023
Reduced 1.24%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
16,186
shares
|
$2.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 25.9%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
16,176
shares
|
$2.16 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
16,110
shares
|
$2.15 Million
0.42% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
16,058
shares
|
$2.14 Million
0.05% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
15,924
shares
|
$2.13 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
15,849
shares
|
$2.12 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
15,793
shares
|
$2.11 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.08%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
15,762
shares
|
$2.1 Million
0.1% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
15,741
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,716
shares
|
$2.1 Million
0.19% of portfolio
|
Q4 2022
Added 5.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
15,701
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
15,564
shares
|
$2.08 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
15,523
shares
|
$2.07 Million
0.52% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
15,509
shares
|
$2.07 Million
0.92% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,482
shares
|
$2.07 Million
0.22% of portfolio
|
Q4 2023
Reduced 5.92%
|