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 |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
359
shares
|
$46,217
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
358
shares
|
$46,088
0.02% of portfolio
|
Q2 2024
Added 5.92%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
357
shares
|
$45,960
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
353
shares
|
$45,445
0.02% of portfolio
|
Q4 2023
Reduced 25.53%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
350
shares
|
$45,059
0.01% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
342
shares
|
$44,029
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
340
shares
|
$43,771
0.01% of portfolio
|
Q3 2024
Reduced 23.25%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
328
shares
|
$42,226
0.0% of portfolio
|
Q3 2023
Added 43.86%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
326
shares
|
$41,969
0.01% of portfolio
|
Q2 2022
Added 226.0%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
323
shares
|
$41,583
0.02% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
314
shares
|
$40,424
0.01% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
311
shares
|
$40,038
0.02% of portfolio
|
Q2 2023
Added 0.32%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
306
shares
|
$39,394
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
300
shares
|
$38,622
0.0% of portfolio
|
Q2 2024
Reduced 30.23%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
296
shares
|
$38,107
0.01% of portfolio
|
Q4 2022
Reduced 31.48%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
294
shares
|
$37,849
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
290
shares
|
$37,334
0.01% of portfolio
|
Q2 2024
Reduced 14.71%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
287
shares
|
$36,948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
287
shares
|
$36,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
285
shares
|
$36,690
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
282
shares
|
$36,304
0.0% of portfolio
|
Q1 2024
Reduced 93.76%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
278
shares
|
$35,789
0.01% of portfolio
|
Q1 2024
Reduced 35.8%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
275
shares
|
$35,403
0.01% of portfolio
|
Q3 2024
Reduced 45.0%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
273
shares
|
$35,146
0.02% of portfolio
|
Q3 2024
Added 31.88%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
270
shares
|
$34,759
0.01% of portfolio
|
Q3 2024
Reduced 8.47%
|