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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,877
shares
|
$1.85 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.93%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
13,857
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2024
Reduced 20.02%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
13,784
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
13,782
shares
|
$1.84 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
13,746
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
13,722
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,677
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
13,571
shares
|
$1.81 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
13,554
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
13,442
shares
|
$1.79 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.84%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
13,403
shares
|
$1.79 Million
0.28% of portfolio
|
Q4 2022
Reduced 6.79%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
13,100
shares
|
$1.75 Million
1.09% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
13,038
shares
|
$1.74 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
12,970
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
12,799
shares
|
$1.71 Million
0.17% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,739
shares
|
$1.7 Million
0.22% of portfolio
|
Q3 2023
Reduced 14.93%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
12,565
shares
|
$1.68 Million
0.34% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
12,461
shares
|
$1.66 Million
0.68% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
12,362
shares
|
$1.65 Million
0.21% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
12,360
shares
|
$1.65 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
12,331
shares
|
$1.65 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
12,241
shares
|
$1.63 Million
0.09% of portfolio
|
Q1 2023
Reduced 47.95%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
12,175
shares
|
$1.63 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
12,021
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2024
Reduced 73.83%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
12,005
shares
|
$1.6 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.84%
|