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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
170
shares
|
$22,700
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
170
shares
|
$22,700
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
164
shares
|
$21,898
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
161
shares
|
$21,498
0.02% of portfolio
|
Q2 2024
Reduced 22.6%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
158
shares
|
$21,097
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
151
shares
|
$20,163
0.01% of portfolio
|
Q2 2024
Reduced 46.83%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
148
shares
|
$19,762
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
147
shares
|
$19,628
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
145
shares
|
$19,361
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
145
shares
|
$19,361
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
139
shares
|
$18,560
0.0% of portfolio
|
Q1 2024
Added 7.75%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
139
shares
|
$18,560
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
139
shares
|
$18,560
0.0% of portfolio
|
Q2 2024
Added 43.3%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
136
shares
|
$18,160
0.01% of portfolio
|
Q1 2024
Reduced 30.61%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
136
shares
|
$18,160
0.01% of portfolio
|
Q2 2022
Added 240.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
133
shares
|
$17,759
0.01% of portfolio
|
Q3 2024
Reduced 43.88%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
125
shares
|
$16,691
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
124
shares
|
$16,557
0.0% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
124
shares
|
$16,557
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
121
shares
|
$16,157
0.0% of portfolio
|
Q3 2023
Added 0.83%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
119
shares
|
$15,890
0.0% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
118
shares
|
$15,756
0.01% of portfolio
|
Q1 2024
Added 0.85%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
117
shares
|
$15,623
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
112
shares
|
$14,955
0.0% of portfolio
|
Q1 2024
Reduced 49.55%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
110
shares
|
$14,688
0.0% of portfolio
|
Q2 2024
Reduced 47.12%
|