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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,174
shares
|
$151,140
0.0% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,113
shares
|
$143,287
0.01% of portfolio
|
Q3 2018
Reduced 1.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
1,091
shares
|
$140,455
0.02% of portfolio
|
Q3 2024
Reduced 93.96%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,075
shares
|
$138,395
0.07% of portfolio
|
Q2 2023
Added 93.69%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,057
shares
|
$136,078
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,051
shares
|
$135,305
0.01% of portfolio
|
Q2 2024
Reduced 35.08%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
1,051
shares
|
$135,305
0.11% of portfolio
|
Q1 2024
Reduced 23.51%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
994
shares
|
$127,967
0.05% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
988
shares
|
$127,195
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
984
shares
|
$126,680
0.07% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
979
shares
|
$126,036
0.04% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
972
shares
|
$125,135
0.01% of portfolio
|
Q3 2024
Added 21.96%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
960
shares
|
$123,590
0.03% of portfolio
|
Q2 2023
Added 0.73%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
929
shares
|
$119,599
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
875
shares
|
$112,647
0.01% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
861
shares
|
$110,845
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
858
shares
|
$110,458
0.02% of portfolio
|
Q2 2024
Added 9.86%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
850
shares
|
$109,429
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
842
shares
|
$108,399
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
839
shares
|
$108,012
0.04% of portfolio
|
Q2 2024
Reduced 81.44%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
835
shares
|
$107,497
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
828
shares
|
$106,596
0.03% of portfolio
|
Q3 2024
Reduced 23.48%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
827
shares
|
$106,467
0.0% of portfolio
|
Q3 2024
Reduced 39.9%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
827
shares
|
$106,467
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
818
shares
|
$105,309
0.01% of portfolio
|
Q1 2022
Reduced 15.15%
|