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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
1,701
shares
|
$227,134
0.1% of portfolio
|
Q4 2023
Reduced 12.9%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
1,689
shares
|
$225,532
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
1,680
shares
|
$224,330
0.1% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
Riverstone Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,680
shares
|
$224,330
0.14% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
1,677
shares
|
$223,929
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
1,675
shares
|
$223,662
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
1,672
shares
|
$223,262
0.06% of portfolio
|
Q3 2024
Reduced 40.92%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
1,669
shares
|
$222,861
0.12% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,668
shares
|
$222,728
0.07% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,663
shares
|
$222,060
0.02% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
1,662
shares
|
$221,926
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,660
shares
|
$221,659
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
1,659
shares
|
$221,526
0.08% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,642
shares
|
$219,256
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
1,641
shares
|
$219,122
0.07% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
1,640
shares
|
$218,989
0.08% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
1,640
shares
|
$218,989
0.06% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,633
shares
|
$218,054
0.03% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
1,630
shares
|
$217,653
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
1,626
shares
|
$217,119
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,624
shares
|
$216,852
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
1,622
shares
|
$216,585
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
1,620
shares
|
$216,318
0.19% of portfolio
|
Q2 2024
Reduced 48.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,620
shares
|
$216,318
0.02% of portfolio
|
Q1 2024
Reduced 4.09%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
1,607
shares
|
$214,582
0.06% of portfolio
|
Q3 2024
Reduced 5.8%
|