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 67.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
530
shares
|
$68,232
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
520
shares
|
$66,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
515
shares
|
$66,301
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
509
shares
|
$65,528
0.02% of portfolio
|
Q1 2024
Reduced 11.79%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
506
shares
|
$65,142
0.01% of portfolio
|
Q1 2023
Added 11.7%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
506
shares
|
$65,142
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
487
shares
|
$62,696
0.05% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
477
shares
|
$61,408
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
475
shares
|
$61,151
0.04% of portfolio
|
Q2 2020
Reduced 32.14%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
475
shares
|
$61,151
0.02% of portfolio
|
Q4 2023
Reduced 55.81%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
472
shares
|
$60,765
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
454
shares
|
$58,447
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
453
shares
|
$58,319
0.01% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
445
shares
|
$57,289
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
441
shares
|
$56,774
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
434
shares
|
$55,873
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
430
shares
|
$55,358
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
414
shares
|
$53,298
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
390
shares
|
$50,208
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
387
shares
|
$49,822
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
385
shares
|
$49,564
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
375
shares
|
$48,277
0.01% of portfolio
|
Q2 2024
Reduced 14.19%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
362
shares
|
$46,603
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
361
shares
|
$46,475
0.02% of portfolio
|
Q2 2024
Reduced 55.21%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
360
shares
|
$46,346
0.03% of portfolio
|
Q4 2021
Reduced 25.77%
|