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 |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
62,965
shares
|
$8.11 Million
2.95% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
62,535
shares
|
$8.05 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
62,505
shares
|
$8.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
62,252
shares
|
$8.01 Million
0.64% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
61,854
shares
|
$7.96 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
60,759
shares
|
$7.82 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
60,555
shares
|
$7.8 Million
11.52% of portfolio
|
Q3 2024
Added 19.58%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
59,778
shares
|
$7.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
59,738
shares
|
$7.69 Million
0.09% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
59,696
shares
|
$7.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
59,560
shares
|
$7.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
59,084
shares
|
$7.61 Million
4.1% of portfolio
|
Q1 2023
Reduced 2.46%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
58,580
shares
|
$7.54 Million
2.96% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
57,428
shares
|
$7.39 Million
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
57,165
shares
|
$7.36 Million
2.26% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
55,796
shares
|
$7.18 Million
0.57% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
55,627
shares
|
$7.16 Million
0.48% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
55,010
shares
|
$7.08 Million
0.03% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
54,057
shares
|
$6.96 Million
2.14% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
53,709
shares
|
$6.91 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
53,284
shares
|
$6.86 Million
4.84% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
52,687
shares
|
$6.78 Million
0.07% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
51,514
shares
|
$6.63 Million
0.36% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
51,207
shares
|
$6.59 Million
1.61% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
51,072
shares
|
$6.58 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.82%
|