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 |
|---|---|---|---|---|---|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
5,404
shares
|
$722,460
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
5,393
shares
|
$720,990
0.21% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,370
shares
|
$717,915
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,370
shares
|
$717,915
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
5,369
shares
|
$717,781
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,367
shares
|
$717,514
0.02% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,350
shares
|
$715,241
0.27% of portfolio
|
Q4 2022
Reduced 99.2%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
5,305
shares
|
$709,225
0.06% of portfolio
|
Q2 2024
Reduced 5.97%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,243
shares
|
$700,936
0.01% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
5,242
shares
|
$700,802
0.05% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
5,229
shares
|
$699,065
0.44% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
5,217
shares
|
$697,460
0.04% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
5,213
shares
|
$696,925
0.02% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
5,195
shares
|
$694,519
0.07% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,185
shares
|
$693,182
0.26% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
5,163
shares
|
$690,241
0.34% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
5,146
shares
|
$687,968
0.16% of portfolio
|
Q3 2023
Reduced 19.34%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
5,112
shares
|
$683,423
0.14% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
5,059
shares
|
$676,337
0.06% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
5,057
shares
|
$676,070
0.08% of portfolio
|
Q3 2024
Added 43.83%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
5,030
shares
|
$672,460
0.31% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
5,025
shares
|
$671,792
0.3% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
5,025
shares
|
$671,792
0.27% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
5,025
shares
|
$671,792
0.07% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
5,017
shares
|
$670,722
0.33% of portfolio
|
Q3 2024
Reduced 4.02%
|