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 |
|---|---|---|---|---|---|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
1,833
shares
|
$244,760
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,828
shares
|
$244,092
0.05% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
1,824
shares
|
$243,558
0.02% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,822
shares
|
$243,291
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,819
shares
|
$242,891
0.15% of portfolio
|
Q4 2023
Reduced 8.59%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,811
shares
|
$241,822
0.09% of portfolio
|
Q1 2021
New holding
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
1,808
shares
|
$241,422
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
1,802
shares
|
$240,621
0.01% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
1,795
shares
|
$239,686
0.06% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,795
shares
|
$239,686
0.02% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
1,793
shares
|
$239,419
0.03% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
1,771
shares
|
$236,481
0.05% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
1,764
shares
|
$235,546
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,762
shares
|
$235,279
0.1% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
1,760
shares
|
$235,012
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
1,757
shares
|
$234,612
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,754
shares
|
$234,211
0.04% of portfolio
|
Q3 2023
Reduced 4.31%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
1,738
shares
|
$232,075
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
1,727
shares
|
$230,606
0.0% of portfolio
|
Q2 2024
Reduced 14.8%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
1,726
shares
|
$230,472
0.0% of portfolio
|
Q1 2024
Added 7.2%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
1,721
shares
|
$229,805
0.16% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,718
shares
|
$229,404
0.02% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
1,713
shares
|
$228,736
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
1,710
shares
|
$228,336
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
1,708
shares
|
$228,069
0.03% of portfolio
|
Q1 2024
New holding
|