Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-122- 5.43% |
$15.2K - $16.2K
|
2.13K
$296K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-122- 0.46% |
$15.2K - $16.2K
|
26.3K
$3.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-125- 1.4% |
$15.6K - $16.6K
|
8.82K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-125- 2.25% |
$15.6K - $16.6K
|
5.43K
$757K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-130- 30.23% |
$16.2K - $17.2K
|
300
$41.8K
|
|
|
Apr 08, 2025
Q2 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-131- 1.27% |
$16.3K - $17.4K
|
10.2K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-133- 46.83% |
$16.6K - $17.6K
|
151
$21K
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-135- 6.11% |
$16.8K - $17.9K
|
2.08K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-135- 0.42% |
$16.8K - $17.9K
|
32.4K
$4.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-137- 0.33% |
$17.1K - $18.1K
|
42K
$5.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-138- 1.38% |
$17.2K - $18.3K
|
9.85K
$1.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-140- 1.46% |
$17.4K - $18.5K
|
9.45K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-141- 2.5% |
$17.6K - $18.7K
|
5.49K
$765K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-146- 1.29% |
$18.2K - $19.3K
|
11.2K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-146- 4.26% |
$18.2K - $19.3K
|
3.28K
$457K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-147- 7.8% |
$18.3K - $19.5K
|
1.74K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-149- 4.6% |
$18.6K - $19.7K
|
3.09K
$430K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-149- 0.27% |
$18.6K - $19.7K
|
54.1K
$7.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-150- 8.68% |
$18.7K - $19.9K
|
1.58K
$220K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-150- 6.08% |
$18.7K - $19.9K
|
2.32K
$323K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-156- 6.12% |
$19.4K - $20.7K
|
2.39K
$333K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-157- 2.3% |
$19.6K - $20.8K
|
6.67K
$929K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-158- 1.92% |
$19.7K - $20.9K
|
8.07K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-160- 3.9% |
$19.9K - $21.2K
|
3.94K
$549K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-162- 3.07% |
$20.2K - $21.5K
|
5.11K
$712K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-162- 3.07% |
$20.2K - $21.5K
|
5.11K
$712K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-165- 0.58% |
$20.6K - $21.9K
|
28.1K
$3.91M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-169- 2.86% |
$21.1K - $22.4K
|
5.74K
$800K
|
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-174- 0.75% |
$21.7K - $23K
|
22.9K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-177- 0.93% |
$22.1K - $23.4K
|
18.8K
$2.62M
|
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-178- 6.11% |
$22.2K - $23.6K
|
2.73K
$381K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-179- 3.56% |
$22.3K - $23.7K
|
4.86K
$676K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-179- 5.82% |
$22.3K - $23.7K
|
2.9K
$404K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-180- 75.95% |
$22.4K - $23.8K
|
57
$7.94K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-184- 24.12% |
$22.9K - $24.4K
|
579
$80.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-188- 4.89% |
$23.4K - $24.9K
|
3.66K
$509K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-191- 20.06% |
$23.8K - $25.3K
|
761
$106K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-191- 5.74% |
$23.8K - $25.3K
|
3.14K
$437K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-192- 4.32% |
$23.9K - $25.4K
|
4.25K
$593K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-193- 4.76% |
$24K - $25.6K
|
3.86K
$538K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-194- 45.01% |
$24.2K - $25.7K
|
237
$33K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-198- 4.87% |
$24.7K - $26.2K
|
3.87K
$539K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 1.22% |
$24.9K - $26.5K
|
16.2K
$2.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-200- 11.37% |
$24.9K - $26.5K
|
1.56K
$217K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-200- 0.95% |
$24.9K - $26.5K
|
20.8K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-200- 6.07% |
$24.9K - $26.5K
|
3.09K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-200- 44.44% |
$24.9K - $26.5K
|
250
$34.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-202- 1.28% |
$25.2K - $26.8K
|
15.6K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-212- 10.75% |
$26.4K - $28.1K
|
1.76K
$245K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-213- 2.11% |
$26.5K - $28.2K
|
9.86K
$1.37M
|