Purchases and Sales Made in Q1 2024 in Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Divide (SDY) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR SERIES TR SPDR S&P DIVIDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-178- 1.63% |
$21.8K - $23.4K
|
10.8K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-179- 5.19% |
$21.9K - $23.5K
|
3.27K
$421K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-180- 1.77% |
$22K - $23.6K
|
10K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-183- 4.12% |
$22.4K - $24K
|
4.25K
$548K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-184- 5.92% |
$22.5K - $24.1K
|
2.92K
$376K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-188- 5.27% |
$23K - $24.7K
|
3.38K
$435K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-191- 1.73% |
$23.4K - $25.1K
|
10.9K
$1.4M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-195- 3.62% |
$23.8K - $25.6K
|
5.19K
$668K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-198- 8.86% |
$24.2K - $26K
|
2.04K
$262K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-199- 7.63% |
$24.3K - $26.1K
|
2.41K
$310K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-199- 1.31% |
$24.3K - $26.1K
|
15.1K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-200- 0.96% |
$24.5K - $26.2K
|
20.6K
$2.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-202- 4.06% |
$24.7K - $26.5K
|
4.77K
$615K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-203- 0.25% |
$24.8K - $26.6K
|
80.7K
$10.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-205- 15.45% |
$25.1K - $26.9K
|
1.12K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-207- 19.9% |
$25.3K - $27.2K
|
833
$107K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-208- 2.42% |
$25.4K - $27.3K
|
8.4K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-209- 0.49% |
$25.6K - $27.4K
|
42.1K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-211- 9.66% |
$25.8K - $27.7K
|
1.97K
$254K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-218- 0.35% |
$26.7K - $28.6K
|
62K
$7.98M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-220- 1.84% |
$26.9K - $28.9K
|
11.8K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-224- 0.86% |
$27.4K - $29.4K
|
25.8K
$3.32M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-224- 10.45% |
$27.4K - $29.4K
|
1.92K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-225- 0.91% |
$27.5K - $29.5K
|
24.4K
$3.14M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-226- 6.98% |
$27.6K - $29.7K
|
3.01K
$388K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-226- 3.77% |
$27.6K - $29.7K
|
5.77K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-230- 10.86% |
$28.1K - $30.2K
|
1.89K
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-232- 2.53% |
$28.4K - $30.4K
|
8.95K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-234- 17.82% |
$28.6K - $30.7K
|
1.08K
$139K
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-235- 8.87% |
$28.7K - $30.8K
|
2.41K
$311K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-239- 5.62% |
$29.2K - $31.4K
|
4.01K
$516K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-242- 2.48% |
$29.6K - $31.8K
|
9.51K
$1.22M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-247- 1.52% |
$30.2K - $32.4K
|
16K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-250- 2.52% |
$30.6K - $32.8K
|
9.66K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-250- 9.15% |
$30.6K - $32.8K
|
2.48K
$319K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-252- 1.84% |
$30.8K - $33.1K
|
13.4K
$1.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-255- 10.25% |
$31.2K - $33.5K
|
2.23K
$287K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-259- 13.79% |
$31.7K - $34K
|
1.62K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-262- 3.91% |
$32K - $34.4K
|
6.44K
$829K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-264- 4.03% |
$32.3K - $34.6K
|
6.29K
$810K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-268- 11.86% |
$32.8K - $35.2K
|
1.99K
$256K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-269- 1.5% |
$32.9K - $35.3K
|
17.7K
$2.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-275- 8.54% |
$33.6K - $36.1K
|
2.95K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-277- 1.0% |
$33.9K - $36.4K
|
27.4K
$3.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-279- 1.16% |
$34.1K - $36.6K
|
23.8K
$3.06M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-279- 11.2% |
$34.1K - $36.6K
|
2.21K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-300- 13.64% |
$36.7K - $39.4K
|
1.9K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-300- 3.97% |
$36.7K - $39.4K
|
7.26K
$934K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-303- 0.96% |
$37.1K - $39.8K
|
31.4K
$4.04M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-307- 14.01% |
$37.5K - $40.3K
|
1.89K
$243K
|