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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
518,560
shares
|
$69.2 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
516,513
shares
|
$69 Million
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
456,897
shares
|
$61 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
455,279
shares
|
$60.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
417,640
shares
|
$55.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
413,630
shares
|
$55.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
388,337
shares
|
$51.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
385,024
shares
|
$51.4 Million
10.09% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
374,280
shares
|
$50 Million
10.23% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
363,722
shares
|
$48.6 Million
0.12% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
357,855
shares
|
$47.8 Million
0.89% of portfolio
|
Q4 2022
Reduced 1.33%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
347,117
shares
|
$46.4 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
343,927
shares
|
$45.9 Million
4.64% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
295,257
shares
|
$39.4 Million
2.09% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
287,471
shares
|
$38.4 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
268,538
shares
|
$35.9 Million
8.57% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
248,056
shares
|
$33.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
242,025
shares
|
$32.3 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
235,535
shares
|
$31.5 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
232,309
shares
|
$31 Million
0.19% of portfolio
|
Q3 2024
Reduced 15.82%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
230,330
shares
|
$30.8 Million
8.89% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
225,031
shares
|
$30 Million
0.34% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
219,315
shares
|
$29.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
217,946
shares
|
$29.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
217,159
shares
|
$29 Million
0.03% of portfolio
|
Q3 2024
Added 4.62%
|