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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
815
shares
|
$104,923
0.02% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
788
shares
|
$101,447
0.03% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
778
shares
|
$100,159
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
768
shares
|
$98,872
0.01% of portfolio
|
Q3 2024
Reduced 50.9%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
768
shares
|
$98,872
0.02% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
750
shares
|
$96,555
0.01% of portfolio
|
Q2 2024
Reduced 42.31%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
706
shares
|
$90,890
0.01% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
694
shares
|
$89,345
0.01% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
692
shares
|
$89,088
0.03% of portfolio
|
Q3 2024
Added 49.78%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
688
shares
|
$88,573
0.01% of portfolio
|
Q4 2023
Reduced 41.35%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
685
shares
|
$88,186
0.03% of portfolio
|
N/A
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
680
shares
|
$87,543
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
669
shares
|
$86,127
0.01% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
624
shares
|
$80,333
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
624
shares
|
$80,333
0.07% of portfolio
|
Q3 2024
Reduced 89.84%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
620
shares
|
$79,818
0.04% of portfolio
|
Q1 2024
Reduced 17.66%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
609
shares
|
$78,402
0.03% of portfolio
|
Q3 2024
Added 91.51%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
605
shares
|
$77,887
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
600
shares
|
$77,244
0.02% of portfolio
|
Q2 2020
Reduced 84.26%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
600
shares
|
$77,244
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
600
shares
|
$77,244
0.0% of portfolio
|
Q4 2022
Reduced 9.37%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
600
shares
|
$77,244
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
582
shares
|
$74,926
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
579
shares
|
$74,540
0.03% of portfolio
|
Q2 2024
Reduced 24.12%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
567
shares
|
$72,995
0.01% of portfolio
|
Q3 2024
New holding
|