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 $9.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
8,961
shares
|
$1.18 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
8,960
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2024
Reduced 26.99%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
8,905
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
8,867
shares
|
$1.17 Million
0.65% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
8,816
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
8,795
shares
|
$1.16 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
8,637
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
8,566
shares
|
$1.13 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
8,488
shares
|
$1.12 Million
0.24% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
8,390
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
8,390
shares
|
$1.11 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,319
shares
|
$1.1 Million
0.18% of portfolio
|
Q1 2024
Added 0.75%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
8,283
shares
|
$1.09 Million
0.36% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
8,278
shares
|
$1.09 Million
0.81% of portfolio
|
Q2 2024
Reduced 31.99%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
8,224
shares
|
$1.09 Million
0.28% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
8,204
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
8,192
shares
|
$1.08 Million
0.44% of portfolio
|
Q4 2019
New holding
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
8,149
shares
|
$1.08 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
8,044
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2024
Added 7.27%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
8,025
shares
|
$1.06 Million
0.41% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,903
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2022
Added 72.59%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
7,894
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
7,815
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,813
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,800
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2024
Added 76.59%
|