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 $9.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
2,521
shares
|
$337,032
0.08% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,514
shares
|
$336,096
0.1% of portfolio
|
Q1 2024
Added 3.08%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,509
shares
|
$335,428
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
2,509
shares
|
$335,428
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
2,507
shares
|
$335,160
0.1% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
2,500
shares
|
$334,225
0.08% of portfolio
|
Q2 2022
Added 1.01%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,492
shares
|
$333,155
0.05% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,484
shares
|
$332,085
0.19% of portfolio
|
Q2 2024
Reduced 69.17%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,483
shares
|
$331,952
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
2,481
shares
|
$331,684
0.06% of portfolio
|
Q1 2024
Reduced 9.15%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
2,479
shares
|
$331,417
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Hoffman, Alan N Investment Management
|
Oct 07, 2024 Q3 2024 |
2,471
shares
|
$330,347
0.17% of portfolio
|
Q3 2023
Reduced 3.51%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
2,463
shares
|
$329,278
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,456
shares
|
$328,342
0.0% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,452
shares
|
$327,807
0.01% of portfolio
|
Q4 2022
Added 6.89%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,446
shares
|
$327,005
0.07% of portfolio
|
Q2 2022
Reduced 1.85%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,429
shares
|
$324,733
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
2,426
shares
|
$324,331
0.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,425
shares
|
$324,198
0.12% of portfolio
|
Q1 2024
Reduced 27.07%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
2,419
shares
|
$323,396
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,407
shares
|
$321,791
0.01% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
2,402
shares
|
$321,123
0.08% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
2,399
shares
|
$320,722
0.01% of portfolio
|
Q4 2023
Added 19.95%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
2,397
shares
|
$320,454
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
2,393
shares
|
$319,920
0.11% of portfolio
|
Q2 2024
Reduced 6.12%
|