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
|
Narwhal Capital Management
|
SELL
|
- |
-25- 0.12% |
$3.06K - $3.28K
|
21K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-30- 0.39% |
$3.67K - $3.94K
|
7.63K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-32- 0.78% |
$3.91K - $4.2K
|
4.07K
$548K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-35- 0.43% |
$4.28K - $4.59K
|
8.06K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-35- 1.7% |
$4.28K - $4.59K
|
2.02K
$273K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-37- 33.04% |
$4.52K - $4.86K
|
75
$10.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.54% |
$4.65K - $4.99K
|
6.97K
$938K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-38- 0.55% |
$4.65K - $4.99K
|
6.82K
$919K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-39- 1.17% |
$4.77K - $5.12K
|
3.3K
$445K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-40- 0.55% |
$4.89K - $5.25K
|
7.28K
$980K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-40- 0.43% |
$4.89K - $5.25K
|
9.19K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-40- 0.82% |
$4.89K - $5.25K
|
4.87K
$655K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-40- 1.1% |
$4.89K - $5.25K
|
3.59K
$483K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-40- 0.75% |
$4.89K - $5.25K
|
5.32K
$717K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-41- 2.08% |
$5.01K - $5.38K
|
1.93K
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-42- 80.77% |
$5.14K - $5.51K
|
10
$1.35K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-43- 0.54% |
$5.26K - $5.64K
|
7.93K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-43- 2.53% |
$5.26K - $5.64K
|
1.66K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-44- 1.54% |
$5.38K - $5.77K
|
2.81K
$378K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-45- 0.63% |
$5.5K - $5.91K
|
7.11K
$957K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-47- 2.78% |
$5.75K - $6.17K
|
1.64K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-50- 2.7% |
$6.11K - $6.56K
|
1.8K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-50- 0.93% |
$6.11K - $6.56K
|
5.33K
$717K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 1.28% |
$6.11K - $6.56K
|
3.84K
$518K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-50- 1.04% |
$6.11K - $6.56K
|
4.76K
$641K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-51- 1.49% |
$6.24K - $6.69K
|
3.38K
$455K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-53- 0.09% |
$6.48K - $6.96K
|
58.8K
$7.92M
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-55- 1.81% |
$6.73K - $7.22K
|
2.99K
$403K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-56- 2.46% |
$6.85K - $7.35K
|
2.22K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-58- 13.65% |
$7.09K - $7.61K
|
367
$49.4K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-58- 3.35% |
$7.09K - $7.61K
|
1.67K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-59- 1.25% |
$7.21K - $7.74K
|
4.68K
$630K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-60- 30.61% |
$7.34K - $7.87K
|
136
$18.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-61- 0.41% |
$7.46K - $8.01K
|
14.8K
$1.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-62- 0.89% |
$7.58K - $8.14K
|
6.9K
$930K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-63- 0.37% |
$7.7K - $8.27K
|
16.8K
$2.27M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-66- 2.35% |
$8.07K - $8.66K
|
2.74K
$369K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-68- 11.79% |
$8.32K - $8.92K
|
509
$68.6K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-69- 4.09% |
$8.44K - $9.06K
|
1.62K
$218K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-69- 1.09% |
$8.44K - $9.06K
|
6.24K
$840K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-69- 1.65% |
$8.44K - $9.06K
|
4.12K
$556K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-69- 1.66% |
$8.44K - $9.06K
|
4.1K
$552K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-73- 0.82% |
$8.93K - $9.58K
|
8.8K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-75- 14.48% |
$9.17K - $9.84K
|
443
$59.7K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-76- 4.28% |
$9.29K - $9.97K
|
1.7K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-78- 0.72% |
$9.54K - $10.2K
|
10.8K
$1.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-79- 4.65% |
$9.66K - $10.4K
|
1.62K
$218K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-80- 0.85% |
$9.78K - $10.5K
|
9.33K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-81- 9.04% |
$9.9K - $10.6K
|
815
$110K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-82- 0.34% |
$10K - $10.8K
|
24.3K
$3.28M
|