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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
3,168
shares
|
$421,090
0.02% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,159
shares
|
$419,894
0.01% of portfolio
|
Q4 2023
Reduced 3.25%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
3,156
shares
|
$419,495
0.31% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
3,155
shares
|
$419,362
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
3,151
shares
|
$418,830
0.05% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,151
shares
|
$418,830
0.13% of portfolio
|
Q2 2024
Added 10.52%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
3,141
shares
|
$417,501
0.25% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,122
shares
|
$414,976
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
3,111
shares
|
$413,514
0.01% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,103
shares
|
$412,450
0.01% of portfolio
|
Q2 2024
Reduced 41.88%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,093
shares
|
$411,121
0.38% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
3,085
shares
|
$410,058
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,083
shares
|
$409,792
0.04% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,073
shares
|
$408,463
0.59% of portfolio
|
Q4 2022
Added 35.97%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,065
shares
|
$407,399
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
3,064
shares
|
$407,266
0.26% of portfolio
|
Q4 2022
Reduced 16.38%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,041
shares
|
$404,209
0.01% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
3,033
shares
|
$403,146
0.02% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
3,013
shares
|
$400,487
0.11% of portfolio
|
Q4 2022
Added 11.06%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
3,010
shares
|
$400,089
0.05% of portfolio
|
Q1 2024
Reduced 6.98%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
3,010
shares
|
$400,089
0.23% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
2,997
shares
|
$398,361
0.07% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,978
shares
|
$395,835
0.03% of portfolio
|
Q4 2023
Reduced 18.37%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
2,955
shares
|
$392,778
0.09% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
2,953
shares
|
$392,512
0.07% of portfolio
|
Q3 2024
Added 4.27%
|