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
AWA
526
Arete Wealth Advisors
Illinois
$667K -$236K -1,933 -25%
AP
527
Appleton Partners
Massachusetts
$661K -$41.3K -338 -6%
CFO
528
Callan Family Office
Pennsylvania
$661K – – –
VWM
529
Venturi Wealth Management
Texas
$659K +$699K +5,727 New
CRI
530
Colonial River Investments
Virginia
$657K -$37.1K -304 -5%
PCMC
531
Private Capital Management (Colorado)
Colorado
$652K -$14K -115 -2%
EAMA
532
EFG Asset Management (Americas)
Florida
$650K +$690K +5,654 New
CFB
533
Cullen/Frost Bankers
Texas
$646K +$404K +3,310 +144%
MWM
534
Modera Wealth Management
New Jersey
$639K -$38.8K -318 -5%
CCWM
535
Cassaday & Co Wealth Management
Virginia
$639K -$8.18K -67 -1%
BI
536
Berkeley Inc
Idaho
$636K -$17.8K -146 -3%
GLA
537
Good Life Advisors
Pennsylvania
$636K -$7.57K -62 -1%
PFM
538
Phillips Financial Management
Indiana
$633K -$6.1K -50 -0.9%
MWM
539
Meridian Wealth Management
Kentucky
$633K -$13.4K -110 -2%
DI
540
Disciplined Investments
Oklahoma
$633K -$54.6K -447 -8%
BFA
541
Beaumont Financial Advisors
Massachusetts
$630K -$12.3K -101 -2%
RWM
542
Ritholtz Wealth Management
New York
$630K +$59.4K +487 +10%
AA
543
Ashford Advisors
New York
$629K – – –
WAP
544
Wealthcare Advisory Partners
Pennsylvania
$628K -$31.4K -257 -4%
MAM
545
MWA Asset Management
Massachusetts
$625K +$663K +5,431 New
DFA
546
DHJJ Financial Advisors
Illinois
$622K +$732 +6 +0.1%
WSTAM
547
Wilbanks Smith & Thomas Asset Management
Virginia
$619K +$61.4K +503 +10%
IA
548
Insight Advisors
Pennsylvania
$616K -$680K -5,571 -51%
ICP
549
Interchange Capital Partners
Pennsylvania
$613K -$21.2K -174 -3%
GC
550
Grimes & Company
Massachusetts
$612K +$11.6K +95 +2%
20 21
22
23 24