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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,190
shares
|
$556,934
0.12% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
4,190
shares
|
$556,934
0.17% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,185
shares
|
$556,270
0.0% of portfolio
|
Q2 2024
Reduced 38.29%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
4,178
shares
|
$555,339
0.03% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
4,170
shares
|
$554,276
0.29% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
4,160
shares
|
$552,947
0.01% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
4,155
shares
|
$552,282
0.07% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
4,148
shares
|
$551,352
0.3% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
4,122
shares
|
$547,896
0.06% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,103
shares
|
$545,370
0.03% of portfolio
|
Q4 2023
Reduced 2.52%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
4,097
shares
|
$544,573
0.01% of portfolio
|
Q1 2024
Reduced 46.23%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
4,071
shares
|
$541,117
0.02% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
4,070
shares
|
$540,984
0.12% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,050
shares
|
$538,326
0.04% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
4,042
shares
|
$537,262
0.14% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,033
shares
|
$536,066
0.09% of portfolio
|
Q3 2024
Reduced 87.88%
|
|
|
Ashford Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
4,000
shares
|
$531,680
0.13% of portfolio
|
Q1 2024
Reduced 26.81%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
3,991
shares
|
$530,483
0.05% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
3,990
shares
|
$530,350
0.2% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,978
shares
|
$528,755
0.09% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,972
shares
|
$527,958
0.02% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
3,970
shares
|
$527,692
0.03% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,959
shares
|
$526,230
0.01% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
3,946
shares
|
$524,502
0.05% of portfolio
|
Q2 2024
Added 102.77%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,928
shares
|
$522,109
0.16% of portfolio
|
Q3 2024
Reduced 5.51%
|