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 $9.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,724
shares
|
$364,171
0.2% of portfolio
|
Q4 2023
Added 0.74%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,722
shares
|
$363,904
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,720
shares
|
$363,636
0.19% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,718
shares
|
$363,369
0.03% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,689
shares
|
$359,492
0.0% of portfolio
|
Q3 2024
Reduced 92.75%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
2,687
shares
|
$359,225
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
2,682
shares
|
$358,556
0.04% of portfolio
|
Q2 2023
Added 21.36%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
2,653
shares
|
$354,679
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
2,648
shares
|
$354,011
0.03% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,631
shares
|
$351,738
0.09% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
2,626
shares
|
$351,069
0.12% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,623
shares
|
$350,668
0.13% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
2,622
shares
|
$350,535
0.04% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
2,619
shares
|
$350,134
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
2,592
shares
|
$346,524
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,582
shares
|
$345,187
0.01% of portfolio
|
Q3 2024
Reduced 66.31%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
2,580
shares
|
$344,920
0.09% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,580
shares
|
$344,920
0.03% of portfolio
|
Q3 2023
Added 5.09%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
2,570
shares
|
$343,583
0.08% of portfolio
|
Q4 2021
Reduced 0.39%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,569
shares
|
$343,449
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
2,544
shares
|
$340,107
0.03% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,540
shares
|
$339,572
0.04% of portfolio
|
Q1 2024
Reduced 18.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,535
shares
|
$338,904
0.04% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
2,525
shares
|
$337,567
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
2,523
shares
|
$337,299
0.02% of portfolio
|
Q3 2024
Added 0.04%
|