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 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-277- 1.0% |
$33.9K - $36.4K
|
27.4K
$3.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-279- 1.16% |
$34.1K - $36.6K
|
23.8K
$3.2M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-279- 11.2% |
$34.1K - $36.6K
|
2.21K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-300- 13.64% |
$36.7K - $39.4K
|
1.9K
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-300- 3.97% |
$36.7K - $39.4K
|
7.26K
$978K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-303- 0.96% |
$37.1K - $39.8K
|
31.4K
$4.23M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-307- 14.01% |
$37.5K - $40.3K
|
1.89K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-308- 3.28% |
$37.7K - $40.4K
|
9.07K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-310- 6.91% |
$37.9K - $40.7K
|
4.18K
$562K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-311- 7.66% |
$38K - $40.8K
|
3.75K
$505K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-318- 10.38% |
$38.9K - $41.7K
|
2.75K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-320- 0.62% |
$39.1K - $42K
|
51.2K
$6.9M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-323- 23.51% |
$39.5K - $42.4K
|
1.05K
$142K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-328- 1.0% |
$40.1K - $43K
|
32.5K
$4.38M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-331- 12.78% |
$40.5K - $43.4K
|
2.26K
$304K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-333- 5.14% |
$40.7K - $43.7K
|
6.14K
$828K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-335- 5.54% |
$41K - $44K
|
5.71K
$769K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-336- 3.32% |
$41.1K - $44.1K
|
9.79K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-343- 0.96% |
$41.9K - $45K
|
35.6K
$4.79M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-343- 6.97% |
$41.9K - $45K
|
4.58K
$616K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-350- 43.75% |
$42.8K - $45.9K
|
450
$60.6K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-350- 2.96% |
$42.8K - $45.9K
|
11.5K
$1.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-351- 44.88% |
$42.9K - $46.1K
|
431
$58.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-358- 17.02% |
$43.8K - $47K
|
1.75K
$235K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-359- 9.81% |
$43.9K - $47.1K
|
3.3K
$445K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-360- 46.94% |
$44K - $47.2K
|
407
$54.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-365- 3.05% |
$44.6K - $47.9K
|
11.6K
$1.56M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-365- 0.6% |
$44.6K - $47.9K
|
60.7K
$8.18M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-367- 43.69% |
$44.9K - $48.2K
|
473
$63.7K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-372- 18.46% |
$45.5K - $48.8K
|
1.64K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-388- 3.09% |
$47.4K - $50.9K
|
12.2K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-389- 11.49% |
$47.6K - $51.1K
|
3K
$404K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-392- 10.27% |
$47.9K - $51.4K
|
3.42K
$461K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-400- 8.88% |
$48.9K - $52.5K
|
4.1K
$553K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-404- 1.52% |
$49.4K - $53K
|
26.2K
$3.53M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-408- 15.43% |
$49.9K - $53.5K
|
2.24K
$301K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-412- 59.2% |
$50.4K - $54.1K
|
284
$38.3K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-417- 0.85% |
$51K - $54.7K
|
48.9K
$6.59M
|
|
|
Mar 28, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-419- 7.77% |
$51.2K - $55K
|
4.98K
$670K
|
|
|
Mar 05, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-419- 7.77% |
$51.2K - $55K
|
4.98K
$670K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-423- 2.84% |
$51.7K - $55.5K
|
14.5K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-438- 2.04% |
$53.6K - $57.5K
|
21K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-450- 16.56% |
$55K - $59.1K
|
2.27K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-450- 9.68% |
$55K - $59.1K
|
4.2K
$566K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-451- 21.35% |
$55.1K - $59.2K
|
1.66K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-458- 2.53% |
$56K - $60.1K
|
17.7K
$2.38M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-475- 90.82% |
$58.1K - $62.3K
|
48
$6.47K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-482- 1.19% |
$58.9K - $63.3K
|
40.1K
$5.4M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-486- 4.72% |
$59.4K - $63.8K
|
9.82K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-488- 2.63% |
$59.7K - $64K
|
18.1K
$2.43M
|