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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.6K- 2.28% |
$1.54M - $1.66M
|
542K
$69.8M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.6K- 14.33% |
$1.55M - $1.66M
|
75.6K
$9.74M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.1K- 1.04% |
$1.72M - $1.85M
|
1.34M
$173M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.1K- 5.8% |
$1.73M - $1.85M
|
229K
$29.5M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.5K- 83.66% |
$1.78M - $1.91M
|
2.84K
$365K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14.6K- 55.55% |
$1.78M - $1.91M
|
11.6K
$1.5M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.1K- 86.73% |
$1.85M - $1.98M
|
2.31K
$298K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-15.2K- 19.06% |
$1.86M - $2M
|
64.7K
$8.33M
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-15.6K- 32.58% |
$1.91M - $2.05M
|
32.3K
$4.16M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18K- 0.94% |
$2.2M - $2.36M
|
1.89M
$243M
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.4K- 20.49% |
$2.25M - $2.41M
|
71.3K
$9.17M
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-18.8K- 3.23% |
$2.3M - $2.47M
|
564K
$72.6M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19.8K- 24.59% |
$2.42M - $2.6M
|
60.7K
$7.82M
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-19.8K- 92.79% |
$2.43M - $2.6M
|
1.54K
$199K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.2K- 5.15% |
$2.47M - $2.65M
|
373K
$48M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.4K- 10.78% |
$2.5M - $2.68M
|
169K
$21.8M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.7K- 6.84% |
$2.54M - $2.72M
|
282K
$36.4M
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-21.1K- 53.96% |
$2.57M - $2.76M
|
18K
$2.31M
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-21.8K- 69.69% |
$2.67M - $2.86M
|
9.48K
$1.22M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.9K- 4.12% |
$2.67M - $2.87M
|
509K
$65.5M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-22.6K- 32.89% |
$2.76M - $2.97M
|
46.1K
$5.94M
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-24.5K- 80.61% |
$3M - $3.21M
|
5.89K
$759K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.1K- 14.38% |
$3.07M - $3.3M
|
150K
$19.3M
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-25.8K- 14.02% |
$3.15M - $3.38M
|
158K
$20.3M
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-26.2K- 28.32% |
$3.21M - $3.44M
|
66.4K
$8.55M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26.8K- 5.17% |
$3.27M - $3.51M
|
492K
$63.3M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-28.8K- 74.1% |
$3.52M - $3.78M
|
10.1K
$1.3M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-29.5K- 90.38% |
$3.61M - $3.88M
|
3.15K
$405K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30.8K- 1.32% |
$3.76M - $4.04M
|
2.3M
$296M
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-32.3K- 59.29% |
$3.95M - $4.24M
|
22.2K
$2.86M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-32.9K- 92.26% |
$4.02M - $4.32M
|
2.76K
$355K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34.9K- 3.13% |
$4.27M - $4.58M
|
1.08M
$139M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.5K- 3.68% |
$4.59M - $4.93M
|
983K
$127M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-39.3K- 60.76% |
$4.8M - $5.15M
|
25.4K
$3.27M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.2K- 55.28% |
$5.16M - $5.54M
|
34.2K
$4.4M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-42.4K- 93.17% |
$5.18M - $5.56M
|
3.11K
$400K
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-43.8K- 92.11% |
$5.35M - $5.75M
|
3.75K
$483K
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-43.9K- 10.8% |
$5.37M - $5.77M
|
363K
$46.7M
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-45.8K- 43.08% |
$5.6M - $6.01M
|
60.5K
$7.8M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-46K- 9.16% |
$5.63M - $6.04M
|
457K
$58.8M
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-46.2K- 58.04% |
$5.65M - $6.06M
|
33.4K
$4.3M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48.9K- 36.36% |
$5.98M - $6.42M
|
85.6K
$11M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.3K- 4.49% |
$6.76M - $7.25M
|
1.17M
$151M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-55.8K- 31.05% |
$6.83M - $7.33M
|
124K
$16M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-57.5K- 34.62% |
$7.03M - $7.54M
|
108K
$14M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-62K- 30.0% |
$7.59M - $8.14M
|
145K
$18.6M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-65.9K- 74.41% |
$8.06M - $8.65M
|
22.7K
$2.92M
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-69.7K- 87.56% |
$8.52M - $9.15M
|
9.9K
$1.28M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-77.7K- 43.46% |
$9.5M - $10.2M
|
101K
$13M
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-80.4K- 75.29% |
$9.83M - $10.5M
|
26.4K
$3.4M
|