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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
1,512
shares
|
$201,897
0.02% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
1,510
shares
|
$201,630
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,502
shares
|
$200,562
0.04% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
1,502
shares
|
$200,562
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
1,501
shares
|
$200,428
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
1,500
shares
|
$200,295
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
1,500
shares
|
$200,295
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
1,499
shares
|
$200,161
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
1,489
shares
|
$198,826
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
1,487
shares
|
$198,559
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
1,485
shares
|
$198,292
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
1,485
shares
|
$198,292
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
1,482
shares
|
$197,891
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
1,480
shares
|
$197,624
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
1,477
shares
|
$197,223
0.01% of portfolio
|
Q3 2024
Reduced 27.74%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,475
shares
|
$196,956
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
1,475
shares
|
$196,956
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,475
shares
|
$196,956
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
1,468
shares
|
$196,022
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
1,460
shares
|
$194,953
0.08% of portfolio
|
Q4 2023
Reduced 47.01%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
1,460
shares
|
$194,953
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
1,458
shares
|
$194,686
0.04% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
1,458
shares
|
$194,686
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,455
shares
|
$194,286
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
1,455
shares
|
$194,286
0.0% of portfolio
|
Q3 2024
New holding
|