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
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-906- 3.87% |
$111K - $119K
|
22.5K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-940- 16.93% |
$115K - $123K
|
4.61K
$594K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-951- 5.71% |
$116K - $125K
|
15.7K
$2.02M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-956- 15.96% |
$117K - $125K
|
5.03K
$648K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-964- 9.52% |
$118K - $127K
|
9.16K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-967- 2.26% |
$118K - $127K
|
41.8K
$5.39M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-975- 8.63% |
$119K - $128K
|
10.3K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-980- 0.84% |
$120K - $129K
|
116K
$14.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-985- 33.66% |
$120K - $129K
|
1.94K
$250K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-999- 11.55% |
$122K - $131K
|
7.65K
$985K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1K- 19.14% |
$122K - $131K
|
4.22K
$544K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1K- 20.82% |
$122K - $131K
|
3.8K
$489K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1K- 3.41% |
$122K - $131K
|
28.3K
$3.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.01K- 2.08% |
$123K - $132K
|
47.4K
$6.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.04K- 14.46% |
$127K - $137K
|
6.16K
$793K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.05K- 8.65% |
$129K - $138K
|
11.1K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-1.05K- 7.18% |
$129K - $138K
|
13.6K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06K- 2.47% |
$130K - $140K
|
41.9K
$5.4M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.07K- 34.08% |
$131K - $140K
|
2.07K
$266K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.07K- 9.84% |
$131K - $141K
|
9.84K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.08K- 0.52% |
$132K - $141K
|
205K
$26.4M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.08K- 3.69% |
$132K - $142K
|
28.3K
$3.64M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.13K- 41.28% |
$138K - $148K
|
1.6K
$206K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 15.9% |
$139K - $149K
|
6.02K
$774K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.17K- 9.44% |
$143K - $154K
|
11.2K
$1.45M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.17K- 4.82% |
$144K - $154K
|
23.2K
$2.99M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.18K- 36.67% |
$144K - $154K
|
2.03K
$262K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.21K- 8.94% |
$148K - $159K
|
12.3K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.21K- 0.92% |
$148K - $159K
|
131K
$16.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-1.23K- 1.83% |
$151K - $162K
|
66K
$8.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.24K- 23.65% |
$152K - $163K
|
4.01K
$516K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.26K- 3.35% |
$154K - $165K
|
36.2K
$4.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.26K- 26.78% |
$154K - $166K
|
3.45K
$444K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.26K- 2.06% |
$154K - $166K
|
59.9K
$7.72M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.3K- 2.4% |
$159K - $171K
|
53.1K
$6.83M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.33K- 2.2% |
$162K - $174K
|
59K
$7.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 1.47% |
$164K - $176K
|
89.7K
$11.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.36K- 1.15% |
$166K - $178K
|
117K
$15M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.36K- 96.38% |
$166K - $178K
|
51
$6.57K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.41K- 12.22% |
$173K - $185K
|
10.1K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.43K- 17.43% |
$175K - $188K
|
6.78K
$873K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.45K- 2.63% |
$177K - $190K
|
53.7K
$6.92M
|
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-1.47K- 26.81% |
$179K - $192K
|
4K
$515K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.53K- 3.87% |
$187K - $201K
|
38K
$4.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.54K- 31.98% |
$188K - $202K
|
3.28K
$422K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.54K- 11.37% |
$188K - $202K
|
12K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.57K- 20.79% |
$192K - $206K
|
5.98K
$770K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.59K- 31.83% |
$195K - $209K
|
3.41K
$439K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.63K- 8.18% |
$199K - $213K
|
18.3K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.67K- 2.74% |
$204K - $219K
|
59.3K
$7.63M
|