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
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3.68K- 15.8% |
$449K - $482K
|
19.6K
$2.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.79K- 12.12% |
$464K - $498K
|
27.5K
$3.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.98K- 6.24% |
$487K - $523K
|
59.8K
$7.7M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.04K- 4.63% |
$494K - $530K
|
83.2K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.09K- 16.71% |
$500K - $537K
|
20.4K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.13K- 5.01% |
$505K - $542K
|
78.4K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.17K- 1.68% |
$510K - $548K
|
245K
$31.5M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.24K- 93.76% |
$518K - $556K
|
282
$36.3K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.25K- 60.01% |
$520K - $558K
|
2.83K
$365K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-4.28K- 7.32% |
$523K - $561K
|
54.2K
$6.97M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.35K- 20.72% |
$531K - $570K
|
16.6K
$2.14M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.39K- 35.05% |
$537K - $576K
|
8.14K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.4K- 22.39% |
$538K - $578K
|
15.3K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.4K- 9.5% |
$539K - $578K
|
42K
$5.4M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.41K- 7.55% |
$539K - $579K
|
54K
$6.95M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.41K- 7.41% |
$539K - $579K
|
55.1K
$7.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-4.5K- 11.36% |
$551K - $591K
|
35.1K
$4.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.73K- 44.12% |
$579K - $621K
|
6K
$772K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.93K- 4.45% |
$602K - $646K
|
106K
$13.6M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5K- 41.54% |
$612K - $656K
|
7.04K
$906K
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.15K- 57.32% |
$629K - $675K
|
3.83K
$493K
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-5.19K- 9.47% |
$635K - $681K
|
49.6K
$6.39M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.21K- 9.59% |
$636K - $683K
|
49.1K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.25K- 6.68% |
$642K - $689K
|
73.3K
$9.44M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.27K- 8.65% |
$645K - $692K
|
55.7K
$7.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5.29K- 1.94% |
$646K - $694K
|
267K
$34.4M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.49K- 48.27% |
$671K - $720K
|
5.88K
$757K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.84K- 3.94% |
$715K - $767K
|
142K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-6.89K- 4.78% |
$843K - $905K
|
137K
$17.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.21K- 13.6% |
$882K - $946K
|
45.8K
$5.9M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-7.42K- 15.3% |
$908K - $974K
|
41.1K
$5.29M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-7.47K- 6.08% |
$913K - $980K
|
115K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.64K- 3.42% |
$934K - $1M
|
216K
$27.8M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-7.97K- 96.89% |
$975K - $1.05M
|
256
$33K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.12K- 42.82% |
$992K - $1.07M
|
10.8K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.27K- 2.95% |
$1.01M - $1.09M
|
272K
$35.1M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-8.46K- 39.54% |
$1.03M - $1.11M
|
12.9K
$1.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.53K- 34.73% |
$1.04M - $1.12M
|
16K
$2.06M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8.56K- 11.37% |
$1.05M - $1.12M
|
66.7K
$8.59M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.76K- 2.05% |
$1.07M - $1.15M
|
418K
$53.9M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-9.03K- 75.85% |
$1.1M - $1.18M
|
2.87K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.16K- 27.43% |
$1.12M - $1.2M
|
24.2K
$3.12M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.55K- 6.49% |
$1.17M - $1.25M
|
138K
$17.7M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-10.1K- 27.81% |
$1.23M - $1.32M
|
26.2K
$3.37M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-10.3K- 27.3% |
$1.26M - $1.36M
|
27.5K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-10.6K- 16.83% |
$1.29M - $1.39M
|
52.3K
$6.74M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11.3K- 3.52% |
$1.38M - $1.48M
|
309K
$39.8M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.5K- 12.15% |
$1.4M - $1.5M
|
82.8K
$10.7M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-11.5K- 12.01% |
$1.41M - $1.52M
|
84.6K
$10.9M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-12.6K- 36.47% |
$1.54M - $1.65M
|
21.9K
$2.82M
|