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 $9.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
818
shares
|
$109,227
0.01% of portfolio
|
Q1 2022
Reduced 15.15%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
815
shares
|
$108,826
0.02% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
788
shares
|
$105,221
0.03% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
778
shares
|
$103,886
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
768
shares
|
$102,551
0.01% of portfolio
|
Q3 2024
Reduced 50.9%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
768
shares
|
$102,551
0.02% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
750
shares
|
$100,147
0.01% of portfolio
|
Q2 2024
Reduced 42.31%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
706
shares
|
$94,272
0.01% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
694
shares
|
$92,669
0.01% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
692
shares
|
$92,402
0.03% of portfolio
|
Q3 2024
Added 49.78%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
688
shares
|
$91,868
0.01% of portfolio
|
Q4 2023
Reduced 41.35%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
685
shares
|
$91,468
0.03% of portfolio
|
N/A
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
680
shares
|
$90,800
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
669
shares
|
$89,331
0.01% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
624
shares
|
$83,322
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
624
shares
|
$83,322
0.07% of portfolio
|
Q3 2024
Reduced 89.84%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
620
shares
|
$82,788
0.04% of portfolio
|
Q1 2024
Reduced 17.66%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
609
shares
|
$81,319
0.03% of portfolio
|
Q3 2024
Added 91.51%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
605
shares
|
$80,785
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
600
shares
|
$80,118
0.02% of portfolio
|
Q2 2020
Reduced 84.26%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
600
shares
|
$80,118
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
600
shares
|
$80,118
0.0% of portfolio
|
Q4 2022
Reduced 9.37%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
600
shares
|
$80,118
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
582
shares
|
$77,714
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
579
shares
|
$77,313
0.03% of portfolio
|
Q2 2024
Reduced 24.12%
|