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 |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
9,789
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
9,765
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,757
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
9,704
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
9,675
shares
|
$1.29 Million
0.13% of portfolio
|
Q1 2024
Reduced 7.26%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
9,626
shares
|
$1.29 Million
0.61% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
9,600
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
9,586
shares
|
$1.28 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,507
shares
|
$1.27 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
9,503
shares
|
$1.27 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
9,404
shares
|
$1.26 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
9,389
shares
|
$1.25 Million
0.49% of portfolio
|
Q1 2022
Added 2.18%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,383
shares
|
$1.25 Million
0.18% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,370
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
9,339
shares
|
$1.25 Million
0.11% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
9,273
shares
|
$1.24 Million
0.78% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
9,188
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
9,163
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2023
Reduced 18.14%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
9,154
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,121
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
9,110
shares
|
$1.22 Million
0.36% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
9,054
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
9,039
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
8,984
shares
|
$1.2 Million
0.62% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
8,964
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Added 11.31%
|