We are live on ! Find out more
SDY icon

State Street SPDR S&P Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
451
Gerber Kawasaki Wealth & Investment Management
California
$236K -$26.2K -300 -10%
BFPW
452
BOK Financial Private Wealth
Colorado
$236K +$234K +2,676 New
NA
453
Nottingham Advisors
New York
$235K -$6.55K -75 -3%
SFWA
454
Summit Financial Wealth Advisors
Louisiana
$230K – – –
IFAM
455
Institutional & Family Asset Management
Colorado
$229K +$227K +2,593 New
PFM
456
Peak Financial Management
Massachusetts
$228K +$6.12K +70 +3%
WP
457
WealthSource Partners
California
$224K -$100K -1,146 -31%
DADC
458
D.A. Davidson & Co
Montana
$224K -$43.6K -499 -16%
BSB
459
Bangor Savings Bank
Maine
$224K – – –
HCM
460
HMS Capital Management
Tennessee
$224K +$6.82K +78 +3%
IWMPD
461
Integrated Wealth Management (Palm Desert)
California
$220K -$9.26K -106 -4%
WSTAM
462
Wilbanks Smith & Thomas Asset Management
Virginia
$218K +$8.74K +100 +4%
AF
463
Allworth Financial
California
$217K +$32.3K +370 +18%
VFP
464
Verus Financial Partners
Virginia
$217K +$216K +2,466 New
Fisher Asset Management
465
Fisher Asset Management
Washington
$216K +$214K +2,451 New
PFO
466
Pathstone Family Office
New Jersey
$215K – – –
FC
467
Forte Capital
New York
$214K +$212K +2,422 New
RCWMU
468
Rothschild & Co Wealth Management (UK)
United Kingdom
$212K -$2.1K -24 -1%
BFA
469
Bragg Financial Advisors
North Carolina
$210K -$11K -126 -5%
ISL
470
Ingalls & Snyder LLC
New York
$208K – – –
PNC
471
Park National Corp
Ohio
$208K +$206K +2,358 New
FNT
472
First National Trust
Pennsylvania
$207K – – –
CG
473
Cutler Group
California
$206K -$158K -1,804 -43%
SS
474
Sunbelt Securities
Texas
$205K +$203K +2,324 New
MHIM
475
MacNealy Hoover Investment Management
Ohio
$203K -$56.8K -650 -22%