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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-1.47K- 26.81% |
$179K - $192K
|
4K
$518K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.53K- 3.87% |
$187K - $201K
|
38K
$4.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.54K- 31.98% |
$188K - $202K
|
3.28K
$424K
|
|
|
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
$775K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.59K- 31.83% |
$195K - $209K
|
3.41K
$441K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.63K- 8.18% |
$199K - $213K
|
18.3K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.67K- 2.74% |
$204K - $219K
|
59.3K
$7.68M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.7K- 1.67% |
$208K - $223K
|
100K
$13M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.72K- 16.39% |
$210K - $225K
|
8.75K
$1.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.73K- 7.56% |
$212K - $227K
|
21.2K
$2.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.79K- 42.26% |
$219K - $235K
|
2.44K
$316K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.82K- 8.82% |
$223K - $239K
|
18.9K
$2.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.85K- 51.7% |
$226K - $243K
|
1.73K
$224K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.9K- 4.17% |
$232K - $249K
|
43.7K
$5.65M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.9K- 28.27% |
$232K - $249K
|
4.82K
$624K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.92K- 40.0% |
$235K - $252K
|
2.89K
$373K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.92K- 17.11% |
$235K - $253K
|
9.32K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.93K- 2.07% |
$236K - $254K
|
91.7K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.01K- 0.44% |
$245K - $263K
|
455K
$58.8M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.04K- 12.44% |
$249K - $267K
|
14.3K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.04K- 3.7% |
$250K - $268K
|
53.2K
$6.89M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.06K- 3.39% |
$252K - $271K
|
58.8K
$7.61M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.19K- 19.83% |
$267K - $287K
|
8.84K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.21K- 1.97% |
$271K - $291K
|
110K
$14.3M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.22K- 3.38% |
$271K - $291K
|
63.4K
$8.21M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.22K- 22.19% |
$272K - $291K
|
7.79K
$1.01M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.31K- 8.45% |
$282K - $303K
|
25K
$3.24M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.32K- 35.31% |
$284K - $304K
|
4.25K
$550K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.35K- 3.25% |
$287K - $308K
|
69.9K
$9.05M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.35K- 6.41% |
$288K - $309K
|
34.4K
$4.45M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.36K- 2.17% |
$289K - $310K
|
106K
$13.8M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.37K- 6.05% |
$290K - $312K
|
36.9K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.41K- 7.52% |
$295K - $316K
|
29.7K
$3.84M
|
|
|
Feb 13, 2025
Q1 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.47K- 26.14% |
$302K - $324K
|
6.97K
$902K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.5K- 1.04% |
$305K - $328K
|
237K
$30.6M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.55K- 18.2% |
$312K - $335K
|
11.5K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.63K- 1.58% |
$321K - $345K
|
163K
$21.1M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.69K- 2.69% |
$329K - $353K
|
97.2K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.73K- 10.62% |
$334K - $359K
|
23K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.79K- 6.37% |
$341K - $366K
|
41K
$5.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.9K- 3.95% |
$355K - $381K
|
70.5K
$9.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-2.91K- 42.17% |
$356K - $382K
|
3.99K
$516K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3K- 60.33% |
$367K - $394K
|
1.97K
$255K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.09K- 26.56% |
$378K - $406K
|
8.54K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-3.1K- 12.16% |
$379K - $406K
|
22.4K
$2.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.13K- 37.97% |
$382K - $411K
|
5.11K
$662K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.15K- 1.85% |
$385K - $413K
|
167K
$21.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.27K- 4.85% |
$399K - $429K
|
64.1K
$8.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-3.29K- 92.33% |
$402K - $432K
|
273
$35.3K
|