We are live on ! Find out more
SDY icon

State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
501
Grimes & Company
Massachusetts
$520K +$267K +2,180 +97%
WAS
502
Wealth Advisory Solutions
Indiana
$519K +$58.8K +480 +12%
GC
503
Gratus Capital
Georgia
$517K +$73.5K +600 +16%
KWM
504
Kingsview Wealth Management
Oregon
$515K -$22.8K -186 -4%
CCM
505
Compton Capital Management
Rhode Island
$514K -$36.7K -300 -6%
HH
506
Hilltop Holdings
Texas
$513K +$16.5K +135 +3%
FCA
507
FLC Capital Advisors
California
$512K – – –
PIM
508
Penobscot Investment Management
Massachusetts
$510K -$12.2K -100 -2%
CWM
509
Chicago Wealth Management
Illinois
$509K +$530K +4,326 New
TH
510
TCTC Holdings
Texas
$507K – – –
ZIC
511
ZWJ Investment Counsel
Georgia
$506K – – –
BFO
512
Boston Family Office
Massachusetts
$501K – – –
CFA
513
Carroll Financial Associates
North Carolina
$500K +$77.9K +636 +18%
WCM
514
WealthBridge Capital Management
Ohio
$497K +$22K +180 +4%
CCM
515
Canal Capital Management
Virginia
$496K -$22.8K -186 -4%
SWM
516
SeaCrest Wealth Management
New York
$495K -$15.3K -125 -3%
VFA
517
Valeo Financial Advisors
Indiana
$494K +$980 +8 +0.2%
TFS
518
Thoroughbred Financial Services
Tennessee
$492K – – –
MAA
519
Matrix Asset Advisors
New York
$477K – – –
FAB
520
First American Bank
Illinois
$474K – – –
MFG
521
Merit Financial Group
Georgia
$472K -$178K -1,453 -27%
DA
522
Doliver Advisors
Texas
$472K +$492K +4,019 New
TCPWM
523
Traverso Chambers Private Wealth Management
California
$471K – – –
ARMC
524
American Research & Management Company
Massachusetts
$468K – – –
GSEP
525
Golden State Equity Partners
California
$467K -$20K -163 -4%
19 20
21
22 23