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 |
|---|---|---|---|---|---|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
3,927
shares
|
$521,976
0.12% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
3,910
shares
|
$519,717
0.19% of portfolio
|
Q1 2023
Added 4.83%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
3,907
shares
|
$519,318
0.07% of portfolio
|
Q1 2024
Reduced 11.35%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
3,876
shares
|
$515,197
0.29% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
3,854
shares
|
$512,273
0.21% of portfolio
|
Q1 2024
Reduced 3.99%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
3,850
shares
|
$511,741
0.19% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
3,849
shares
|
$511,609
0.06% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
3,835
shares
|
$509,748
0.22% of portfolio
|
Q3 2024
Added 51.28%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
3,816
shares
|
$507,222
0.04% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
3,796
shares
|
$504,564
0.02% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,792
shares
|
$504,032
0.04% of portfolio
|
Q3 2024
Reduced 63.84%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
3,770
shares
|
$501,108
0.22% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,754
shares
|
$498,981
0.01% of portfolio
|
Q3 2024
Reduced 41.77%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,747
shares
|
$498,051
0.03% of portfolio
|
Q1 2024
Reduced 7.66%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
3,743
shares
|
$497,519
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,741
shares
|
$497,253
0.31% of portfolio
|
Q2 2024
Added 4.18%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
3,740
shares
|
$497,120
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,708
shares
|
$492,867
0.07% of portfolio
|
Q2 2023
Added 16.35%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
3,689
shares
|
$490,341
0.01% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,687
shares
|
$490,076
0.07% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,682
shares
|
$489,411
0.06% of portfolio
|
Q3 2024
Reduced 36.37%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
3,677
shares
|
$488,746
0.01% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
3,666
shares
|
$487,284
0.02% of portfolio
|
Q3 2024
Reduced 79.85%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
3,663
shares
|
$486,885
0.31% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,655
shares
|
$485,822
0.23% of portfolio
|
Q2 2024
Reduced 4.89%
|