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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
1,916
shares
|
$255,843
0.02% of portfolio
|
Q3 2024
Added 16.62%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,911
shares
|
$255,175
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,907
shares
|
$254,641
0.14% of portfolio
|
Q4 2023
Added 16.42%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,907
shares
|
$254,641
0.34% of portfolio
|
Q2 2023
Reduced 1.8%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
1,900
shares
|
$253,707
0.12% of portfolio
|
Q1 2024
Reduced 13.64%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1,900
shares
|
$253,707
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,897
shares
|
$253,306
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,896
shares
|
$253,172
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
1,894
shares
|
$252,905
0.04% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
1,894
shares
|
$252,905
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
1,892
shares
|
$252,638
0.05% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,885
shares
|
$251,704
0.02% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
1,879
shares
|
$250,902
0.1% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,869
shares
|
$249,567
0.03% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
1,866
shares
|
$249,166
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
1,866
shares
|
$249,166
0.15% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
1,865
shares
|
$249,033
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
1,861
shares
|
$248,499
0.03% of portfolio
|
Q3 2024
Reduced 54.42%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
1,854
shares
|
$247,564
0.01% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
1,851
shares
|
$247,164
0.03% of portfolio
|
Q3 2024
Reduced 26.69%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
1,850
shares
|
$247,030
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,850
shares
|
$247,030
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
1,846
shares
|
$246,496
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,839
shares
|
$245,561
0.04% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
1,838
shares
|
$245,428
0.1% of portfolio
|
Q1 2024
New holding
|