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 |
|---|---|---|---|---|---|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
1,451
shares
|
$193,752
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
1,451
shares
|
$193,752
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
1,451
shares
|
$193,752
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
1,450
shares
|
$193,618
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,447
shares
|
$193,217
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
1,440
shares
|
$192,283
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
1,425
shares
|
$190,280
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,422
shares
|
$189,879
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
1,420
shares
|
$189,612
0.03% of portfolio
|
Q3 2024
Reduced 55.57%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,419
shares
|
$189,479
0.12% of portfolio
|
Q4 2023
Added 49.37%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,415
shares
|
$188,944
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
1,414
shares
|
$188,811
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
1,384
shares
|
$184,805
0.1% of portfolio
|
Q3 2024
Reduced 40.55%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,377
shares
|
$183,870
0.16% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,348
shares
|
$179,998
0.03% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
1,337
shares
|
$178,529
0.02% of portfolio
|
Q3 2024
Reduced 49.98%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
1,336
shares
|
$178,396
0.09% of portfolio
|
Q2 2024
Reduced 23.48%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
1,331
shares
|
$177,728
0.08% of portfolio
|
Q3 2024
Reduced 89.99%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,322
shares
|
$176,526
0.01% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,292
shares
|
$172,520
0.04% of portfolio
|
Q1 2020
Reduced 7.18%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,290
shares
|
$172,253
0.03% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
1,287
shares
|
$171,853
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,260
shares
|
$168,247
0.01% of portfolio
|
Q4 2020
Reduced 5.46%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,210
shares
|
$161,571
0.01% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
1,202
shares
|
$160,503
0.07% of portfolio
|
Q2 2023
Reduced 28.02%
|