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 $9.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
3,653
shares
|
$485,556
0.38% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,634
shares
|
$483,031
0.27% of portfolio
|
Q4 2023
Reduced 45.35%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,631
shares
|
$482,632
0.04% of portfolio
|
Q2 2024
Added 12.38%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
3,627
shares
|
$482,100
0.26% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
3,617
shares
|
$480,771
0.06% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,614
shares
|
$480,372
0.06% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,600
shares
|
$478,511
0.02% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$478,511
0.01% of portfolio
|
Q3 2022
Added 16.47%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,565
shares
|
$473,859
0.04% of portfolio
|
Q2 2024
Added 1205.86%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,552
shares
|
$472,131
0.12% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
3,529
shares
|
$469,074
0.39% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,526
shares
|
$468,675
0.1% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
3,519
shares
|
$467,745
0.02% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
3,514
shares
|
$467,080
0.05% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
3,509
shares
|
$466,416
0.1% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
3,502
shares
|
$465,485
0.12% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,500
shares
|
$465,219
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,475
shares
|
$461,896
0.0% of portfolio
|
Q3 2024
Reduced 62.18%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
3,459
shares
|
$459,770
0.0% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
3,455
shares
|
$459,238
0.04% of portfolio
|
Q2 2024
Added 2.31%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,454
shares
|
$459,105
0.07% of portfolio
|
Q3 2023
Reduced 24.47%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,438
shares
|
$456,978
0.22% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
3,438
shares
|
$456,978
0.07% of portfolio
|
Q3 2024
Reduced 31.27%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
3,420
shares
|
$454,586
0.15% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
3,418
shares
|
$454,320
0.19% of portfolio
|
Q3 2024
New holding
|