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 1,262 institutions that hold shares in the stock, with a total of 67.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
1,738
shares
|
$232,735
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
1,727
shares
|
$231,262
0.0% of portfolio
|
Q2 2024
Reduced 14.8%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
1,726
shares
|
$231,128
0.0% of portfolio
|
Q1 2024
Added 7.2%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
1,725
shares
|
$230,994
0.17% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,718
shares
|
$230,057
0.02% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
1,713
shares
|
$229,387
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,711
shares
|
$229,120
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,710
shares
|
$228,986
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
1,708
shares
|
$228,718
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
1,701
shares
|
$227,780
0.1% of portfolio
|
Q4 2023
Reduced 12.9%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
1,691
shares
|
$226,441
0.02% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
1,689
shares
|
$226,173
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,683
shares
|
$225,370
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
1,680
shares
|
$224,968
0.1% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,680
shares
|
$224,968
0.13% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
1,672
shares
|
$223,897
0.06% of portfolio
|
Q3 2024
Reduced 40.92%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
1,669
shares
|
$223,495
0.12% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,668
shares
|
$223,361
0.07% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,663
shares
|
$222,692
0.02% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
1,662
shares
|
$222,558
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,660
shares
|
$222,290
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
1,659
shares
|
$222,156
0.08% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,642
shares
|
$219,880
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
1,641
shares
|
$219,746
0.07% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
1,640
shares
|
$219,612
0.08% of portfolio
|
Q3 2024
Added 0.55%
|