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
|
Stephens Inc
|
SELL
|
- |
-39.3K- 60.76% |
$4.8M - $5.15M
|
25.4K
$3.53M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.2K- 55.28% |
$5.16M - $5.54M
|
34.2K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-42.4K- 93.17% |
$5.18M - $5.56M
|
3.11K
$433K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-43.8K- 92.11% |
$5.35M - $5.75M
|
3.75K
$523K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-43.9K- 10.8% |
$5.37M - $5.77M
|
363K
$50.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-45.8K- 43.08% |
$5.6M - $6.01M
|
60.5K
$8.44M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-46K- 9.16% |
$5.63M - $6.04M
|
457K
$63.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-46.2K- 58.04% |
$5.65M - $6.06M
|
33.4K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48.9K- 36.36% |
$5.98M - $6.42M
|
85.6K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.3K- 4.49% |
$6.76M - $7.25M
|
1.17M
$164M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-55.8K- 31.05% |
$6.83M - $7.33M
|
124K
$17.3M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-57.5K- 34.62% |
$7.03M - $7.54M
|
108K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-62K- 30.0% |
$7.59M - $8.14M
|
145K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-65.9K- 74.41% |
$8.06M - $8.65M
|
22.7K
$3.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-69.7K- 87.56% |
$8.52M - $9.15M
|
9.9K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-77.7K- 43.46% |
$9.5M - $10.2M
|
101K
$14.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-80.4K- 75.29% |
$9.83M - $10.5M
|
26.4K
$3.68M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-80.4K- 84.34% |
$9.83M - $10.6M
|
14.9K
$2.08M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-81.4K- 7.7% |
$9.96M - $10.7M
|
977K
$136M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-95.9K- 3.69% |
$11.7M - $12.6M
|
2.5M
$349M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-106K- 12.21% |
$12.9M - $13.9M
|
761K
$106M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-120K- 86.26% |
$14.7M - $15.8M
|
19.2K
$2.67M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-125K- 4.07% |
$15.3M - $16.4M
|
2.95M
$410M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-153K- 6.65% |
$18.7M - $20.1M
|
2.15M
$299M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-166K- 11.03% |
$20.3M - $21.8M
|
1.34M
$187M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-170K- 8.55% |
$20.8M - $22.4M
|
1.82M
$254M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-199K- 3.99% |
$24.3M - $26.1M
|
4.78M
$666M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-199K- 3.99% |
$24.3M - $26.1M
|
4.78M
$666M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-573K- 6.64% |
$70.1M - $75.2M
|
8.05M
$1.12B
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.2M- 51.83% |
$147M - $158M
|
1.12M
$156M
|