SDY

Spdr S&p Dividend Etf

Latest period2024 - Q4Total superinvestors168

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 168 superinvestors own shares of Spdr S&p Dividend Etf (SDY), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Spdr S&p Dividend Etf (SDY), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Spdr S&p Dividend Etf (SDY) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Spdr S&p Dividend Etf (SDY) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -1.98%
1.43%
$69.913M
529,243 shares@ 132.1 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.13%
0.11%
$51.592M
363,225 shares@ 142.04 avg price
Carmen Laster@Regent Peak Wealth Advisors Llc
Recent Activity
Increased 137.97%
3.12%
$27.742M
210,010 shares@ 132.11 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
Decreased -0.77%
3.16%
$25.416M
192,403 shares@ 132.1 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -9.86%
0.28%
$17.177M
130,032 shares@ 132.1 avg price
Jayme Herbstreit@Argent Capital Management Llc
Recent Activity
New Position
0.42%
$14.644M
110,852 shares@ 132.1 avg price
Steven J. Hubbell@Hubbell Strickland Wealth Management, Llc
Recent Activity
Decreased -0.87%
6.86%
$14.454M
109,416 shares@ 132.1 avg price
Jonathan Sard@Sard Wealth Management Group, Llc
Recent Activity
Decreased -1.11%
7.9%
$11.755M
88,985 shares@ 132.11 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Decreased -3.01%
0.12%
$11.596M
87,786 shares@ 132.1 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 0.01%
0.2%
$10.13M
76,683 shares@ 132.1 avg price