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 |
|---|---|---|---|---|---|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
4,547
shares
|
$604,387
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
4,547
shares
|
$604,387
0.46% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,538
shares
|
$603,190
0.01% of portfolio
|
Q4 2022
Reduced 2.87%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
4,520
shares
|
$600,798
1.7% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
4,494
shares
|
$597,342
0.03% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,468
shares
|
$593,886
0.02% of portfolio
|
Q3 2024
Added 98.75%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,430
shares
|
$588,835
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,422
shares
|
$587,772
0.01% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,422
shares
|
$587,772
0.15% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,396
shares
|
$584,316
0.05% of portfolio
|
Q4 2023
Reduced 9.45%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,380
shares
|
$582,189
0.57% of portfolio
|
Q4 2022
Reduced 2.52%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
4,370
shares
|
$580,860
0.07% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,326
shares
|
$575,011
0.25% of portfolio
|
Q3 2024
Reduced 27.68%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,315
shares
|
$573,549
0.09% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
4,313
shares
|
$573,283
0.27% of portfolio
|
Q4 2023
Reduced 30.39%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
4,313
shares
|
$573,283
0.0% of portfolio
|
Q3 2024
Added 40.72%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
4,309
shares
|
$572,752
0.14% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4,271
shares
|
$567,701
0.13% of portfolio
|
Q2 2022
Added 7.31%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
4,250
shares
|
$564,910
0.35% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
4,242
shares
|
$563,846
0.05% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,241
shares
|
$563,713
0.02% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
4,236
shares
|
$563,049
0.06% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
4,231
shares
|
$562,384
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
4,224
shares
|
$561,454
0.37% of portfolio
|
Q1 2024
Reduced 19.14%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
4,204
shares
|
$558,795
0.05% of portfolio
|
Q1 2023
Reduced 34.49%
|