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
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.12K- 42.82% |
$992K - $1.07M
|
10.8K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.27K- 2.95% |
$1.01M - $1.09M
|
272K
$37.9M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-8.46K- 39.54% |
$1.03M - $1.11M
|
12.9K
$1.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.53K- 34.73% |
$1.04M - $1.12M
|
16K
$2.23M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8.56K- 11.37% |
$1.05M - $1.12M
|
66.7K
$9.29M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.76K- 2.05% |
$1.07M - $1.15M
|
418K
$58.3M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-9.03K- 75.85% |
$1.1M - $1.18M
|
2.87K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.16K- 27.43% |
$1.12M - $1.2M
|
24.2K
$3.38M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.55K- 6.49% |
$1.17M - $1.25M
|
138K
$19.2M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-10.1K- 27.81% |
$1.23M - $1.32M
|
26.2K
$3.64M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-10.3K- 27.3% |
$1.26M - $1.36M
|
27.5K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-10.6K- 16.83% |
$1.29M - $1.39M
|
52.3K
$7.29M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11.3K- 3.52% |
$1.38M - $1.48M
|
309K
$43.1M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.5K- 12.15% |
$1.4M - $1.5M
|
82.8K
$11.5M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-11.5K- 12.01% |
$1.41M - $1.52M
|
84.6K
$11.8M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-12.6K- 36.47% |
$1.54M - $1.65M
|
21.9K
$3.05M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.6K- 2.28% |
$1.54M - $1.66M
|
542K
$75.5M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.6K- 14.33% |
$1.55M - $1.66M
|
75.6K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.1K- 1.04% |
$1.72M - $1.85M
|
1.34M
$187M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.1K- 5.8% |
$1.73M - $1.85M
|
229K
$31.9M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.5K- 83.66% |
$1.78M - $1.91M
|
2.84K
$395K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14.6K- 55.55% |
$1.78M - $1.91M
|
11.6K
$1.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.1K- 86.73% |
$1.85M - $1.98M
|
2.31K
$322K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-15.2K- 19.06% |
$1.86M - $2M
|
64.7K
$9.02M
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-15.6K- 32.58% |
$1.91M - $2.05M
|
32.3K
$4.51M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18K- 0.94% |
$2.2M - $2.36M
|
1.89M
$263M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.4K- 20.49% |
$2.25M - $2.41M
|
71.3K
$9.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-18.8K- 3.23% |
$2.3M - $2.47M
|
564K
$78.6M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19.8K- 24.59% |
$2.42M - $2.6M
|
60.7K
$8.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-19.8K- 92.79% |
$2.43M - $2.6M
|
1.54K
$215K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.2K- 5.15% |
$2.47M - $2.65M
|
373K
$51.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.4K- 10.78% |
$2.5M - $2.68M
|
169K
$23.6M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.7K- 6.84% |
$2.54M - $2.72M
|
282K
$39.4M
|
|
|
Jul 31, 2025
Q1 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20.7K- 6.84% |
$2.54M - $2.72M
|
282K
$39.4M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-21.1K- 53.96% |
$2.57M - $2.76M
|
18K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-21.8K- 69.69% |
$2.67M - $2.86M
|
9.48K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.9K- 4.12% |
$2.67M - $2.87M
|
509K
$70.9M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-22.6K- 32.89% |
$2.76M - $2.97M
|
46.1K
$6.42M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-24.5K- 80.61% |
$3M - $3.21M
|
5.89K
$821K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.1K- 14.38% |
$3.07M - $3.3M
|
150K
$20.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-25.8K- 14.02% |
$3.15M - $3.38M
|
158K
$22M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-26.2K- 28.32% |
$3.21M - $3.44M
|
66.4K
$9.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26.8K- 5.17% |
$3.27M - $3.51M
|
492K
$68.5M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-28.8K- 74.1% |
$3.52M - $3.78M
|
10.1K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-29.5K- 90.38% |
$3.61M - $3.88M
|
3.15K
$438K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30.8K- 1.32% |
$3.76M - $4.04M
|
2.3M
$321M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-32.3K- 59.29% |
$3.95M - $4.24M
|
22.2K
$3.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-32.9K- 92.26% |
$4.02M - $4.32M
|
2.76K
$384K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34.9K- 3.13% |
$4.27M - $4.58M
|
1.08M
$151M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.5K- 3.68% |
$4.59M - $4.93M
|
983K
$137M
|