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 $9.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
5,000
shares
|
$664,599
0.33% of portfolio
|
Q3 2021
Reduced 24.27%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
4,957
shares
|
$658,884
0.21% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
4,952
shares
|
$658,219
0.52% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
4,939
shares
|
$656,491
0.12% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
4,900
shares
|
$651,307
0.04% of portfolio
|
Q3 2024
Reduced 95.75%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,894
shares
|
$650,510
0.02% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
4,886
shares
|
$649,447
0.04% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,860
shares
|
$645,991
0.31% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,851
shares
|
$644,794
0.02% of portfolio
|
Q1 2024
Added 22.04%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,832
shares
|
$642,269
0.0% of portfolio
|
Q4 2022
Reduced 3.86%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
4,814
shares
|
$639,876
0.08% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
4,800
shares
|
$638,015
0.03% of portfolio
|
Q4 2021
Reduced 76.59%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
4,784
shares
|
$635,889
0.13% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,783
shares
|
$635,756
0.02% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,776
shares
|
$634,825
0.04% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
4,750
shares
|
$631,369
0.19% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
4,708
shares
|
$625,787
0.23% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
4,675
shares
|
$621,400
0.04% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,669
shares
|
$620,603
0.06% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,659
shares
|
$619,274
0.23% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
4,635
shares
|
$616,084
0.26% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
4,626
shares
|
$614,887
0.02% of portfolio
|
Q3 2024
Added 14.56%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
4,617
shares
|
$613,691
0.03% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,600
shares
|
$611,432
0.03% of portfolio
|
Q2 2023
Added 64.29%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
4,571
shares
|
$607,577
0.18% of portfolio
|
Q3 2023
Added 15.11%
|