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
PCM
651
Parsons Capital Management
Rhode Island
$547K +$540K +4,375 New
CA
652
Calton & Associates
Florida
$547K +$269K +2,178 +99%
HSA
653
HBK Sorce Advisory
Pennsylvania
$547K +$207K +1,676 +62%
WPW
654
Waldron Private Wealth
Pennsylvania
$545K – – –
GI
655
Gradient Investments
Minnesota
$544K -$2.84K -23 -0.5%
RSWM
656
Robertson Stephens Wealth Management
California
$544K – – –
KFA
657
Kapstone Financial Advisors
Ohio
$540K +$504K +4,083 New
SWM
658
SeaCrest Wealth Management
New York
$536K +$6.18K +50 +1%
BCA
659
Bay Colony Advisors
Massachusetts
$536K -$15.7K -127 -3%
BWP
660
Baldwin Wealth Partners
Massachusetts
$534K +$528K +4,271 New
WCM
661
WealthBridge Capital Management
Ohio
$534K -$19.1K -155 -4%
BA
662
Baugh & Associates
Georgia
$534K – – –
ZIC
663
ZWJ Investment Counsel
Georgia
$533K – – –
CIAS
664
Capital Investment Advisory Services
North Carolina
$530K +$70.4K +570 +16%
MAA
665
Matrix Asset Advisors
New York
$522K – – –
EWA
666
Exencial Wealth Advisors
Oklahoma
$520K -$143K -1,156 -22%
RPC
667
Rossmore Private Capital
Connecticut
$520K – – –
RWA
668
River Wealth Advisors
Pennsylvania
$518K -$41.7K -338 -8%
IWA
669
Icon Wealth Advisors
Texas
$507K – – –
EP
670
Eudaimonia Partners
Tennessee
$503K +$31.2K +253 +7%
PAS
671
Park Avenue Securities
New York
$503K -$13.2K -107 -3%
ICP
672
Interchange Capital Partners
Pennsylvania
$502K -$124K -1,000 -20%
CB
673
Commerce Bank
Missouri
$502K – – –
CA
674
Continuum Advisory
Idaho
$502K -$339K -2,747 -41%
TCPWM
675
Traverso Chambers Private Wealth Management
California
$502K – – –
25 26
27
28 29