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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-225- 2.68% |
$28K - $29.8K
|
8.16K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-230- 12.89% |
$28.7K - $30.5K
|
1.56K
$216K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-232- 1.06% |
$28.9K - $30.7K
|
21.7K
$3M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-233- 1.76% |
$29K - $30.9K
|
13K
$1.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-234- 3.36% |
$29.2K - $31K
|
6.73K
$933K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-240- 0.64% |
$29.9K - $31.8K
|
37.1K
$5.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-244- 5.12% |
$30.4K - $32.3K
|
4.52K
$627K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-251- 11.1% |
$31.3K - $33.2K
|
2.01K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-252- 0.58% |
$31.4K - $33.4K
|
43.4K
$6.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-253- 5.09% |
$31.5K - $33.5K
|
4.72K
$654K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-254- 1.77% |
$31.6K - $33.6K
|
14.1K
$1.95M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-255- 3.38% |
$31.8K - $33.8K
|
7.29K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-257- 0.58% |
$32K - $34K
|
44.4K
$6.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-260- 3.07% |
$32.4K - $34.4K
|
8.2K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-269- 5.29% |
$33.5K - $35.6K
|
4.81K
$667K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-271- 10.67% |
$33.8K - $35.9K
|
2.27K
$315K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-271- 2.96% |
$33.8K - $35.9K
|
8.89K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-275- 0.49% |
$34.3K - $36.4K
|
55.9K
$7.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-275- 8.8% |
$34.3K - $36.4K
|
2.85K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-279- 14.78% |
$34.8K - $37K
|
1.61K
$223K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-284- 0.66% |
$35.4K - $37.6K
|
42.8K
$5.94M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-292- 3.11% |
$36.4K - $38.7K
|
9.1K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-294- 10.23% |
$36.6K - $38.9K
|
2.58K
$358K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-296- 1.94% |
$36.9K - $39.2K
|
15K
$2.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-300- 14.8% |
$37.4K - $39.7K
|
1.73K
$239K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-300- 2.99% |
$37.4K - $39.7K
|
9.72K
$1.35M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-303- 1.64% |
$37.8K - $40.1K
|
18.2K
$2.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-315- 1.07% |
$39.2K - $41.7K
|
29.1K
$4.04M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-321- 5.09% |
$40K - $42.5K
|
5.98K
$829K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-325- 28.97% |
$40.5K - $43K
|
797
$110K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-325- 1.44% |
$40.5K - $43K
|
22.3K
$3.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-327- 14.62% |
$40.7K - $43.3K
|
1.91K
$265K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-332- 29.78% |
$41.4K - $44K
|
783
$109K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-333- 2.45% |
$41.5K - $44.1K
|
13.3K
$1.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-335- 2.09% |
$41.7K - $44.4K
|
15.7K
$2.18M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-337- 5.97% |
$42K - $44.6K
|
5.31K
$735K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-344- 9.06% |
$42.9K - $45.6K
|
3.45K
$479K
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-351- 5.83% |
$43.7K - $46.5K
|
5.67K
$785K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-353- 9.64% |
$44K - $46.8K
|
3.31K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-354- 0.47% |
$44.1K - $46.9K
|
75.3K
$10.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-360- 88.45% |
$44.9K - $47.7K
|
47
$6.52K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-371- 6.94% |
$46.2K - $49.1K
|
4.98K
$690K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-382- 16.14% |
$47.6K - $50.6K
|
1.99K
$275K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-388- 3.07% |
$48.3K - $51.4K
|
12.3K
$1.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-389- 2.63% |
$48.5K - $51.5K
|
14.4K
$2M
|
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-394- 11.51% |
$49.1K - $52.2K
|
3.03K
$420K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-407- 0.87% |
$50.7K - $53.9K
|
46.6K
$6.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-410- 23.48% |
$51.1K - $54.3K
|
1.34K
$185K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-415- 0.77% |
$51.7K - $55K
|
53.3K
$7.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-415- 10.71% |
$51.7K - $55K
|
3.46K
$480K
|