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 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.15K- 1.84% |
$268K - $285K
|
115K
$15.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.17K- 12.08% |
$270K - $287K
|
15.8K
$2.11M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.18K- 1.97% |
$272K - $289K
|
108K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.24K- 41.88% |
$279K - $296K
|
3.1K
$416K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.27K- 50.0% |
$282K - $300K
|
2.27K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.29K- 34.12% |
$285K - $303K
|
4.42K
$591K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.37K- 3.32% |
$295K - $314K
|
69K
$9.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.39K- 11.74% |
$298K - $317K
|
18K
$2.41M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.4K- 29.5% |
$299K - $318K
|
5.74K
$768K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.4K- 29.5% |
$299K - $318K
|
5.74K
$768K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.45K- 2.52% |
$306K - $325K
|
94.7K
$12.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.47K- 4.48% |
$307K - $327K
|
52.6K
$7.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-2.48K- 9.48% |
$309K - $329K
|
23.7K
$3.17M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.59K- 10.6% |
$323K - $343K
|
21.8K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.6K- 38.29% |
$324K - $344K
|
4.19K
$560K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 3.03% |
$338K - $360K
|
87K
$11.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.74K- 4.51% |
$341K - $363K
|
58K
$7.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2.76K- 57.81% |
$344K - $366K
|
2.01K
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-2.8K- 10.16% |
$349K - $370K
|
24.7K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.85K- 12.66% |
$355K - $377K
|
19.6K
$2.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.95K- 8.15% |
$367K - $391K
|
33.2K
$4.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.03K- 9.08% |
$378K - $402K
|
30.4K
$4.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.06K- 3.7% |
$382K - $406K
|
79.8K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.07K- 5.06% |
$383K - $407K
|
57.6K
$7.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.1K- 5.23% |
$386K - $410K
|
56.2K
$7.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.11K- 28.84% |
$387K - $411K
|
7.66K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.16K- 2.57% |
$393K - $418K
|
120K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.24K- 36.42% |
$404K - $430K
|
5.66K
$758K
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-3.27K- 34.44% |
$407K - $433K
|
6.22K
$832K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.45K- 84.81% |
$430K - $457K
|
618
$82.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-3.48K- 0.5% |
$434K - $461K
|
698K
$93.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.57K- 11.16% |
$445K - $473K
|
28.4K
$3.8M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.57K- 11.16% |
$445K - $473K
|
28.4K
$3.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-3.68K- 81.44% |
$459K - $488K
|
839
$112K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.79KClosed |
$472K - $501K
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.8K- 7.77% |
$473K - $503K
|
45.1K
$6.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.8K- 12.81% |
$474K - $503K
|
25.9K
$3.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.81K- 8.48% |
$474K - $504K
|
41.1K
$5.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.84K- 42.66% |
$478K - $508K
|
5.16K
$690K
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-3.89K- 31.99% |
$485K - $516K
|
8.28K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.92K- 3.96% |
$489K - $519K
|
95K
$12.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3.93K- 34.18% |
$490K - $521K
|
7.57K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.03K- 2.79% |
$503K - $534K
|
141K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.09K- 14.91% |
$509K - $542K
|
23.3K
$3.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.26K- 7.89% |
$531K - $565K
|
49.7K
$6.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.27K- 13.19% |
$531K - $565K
|
28.1K
$3.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-4.28K- 36.33% |
$533K - $566K
|
7.49K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.28K- 2.03% |
$534K - $567K
|
206K
$27.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.39K- 4.48% |
$546K - $581K
|
93.4K
$12.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.68K- 47.24% |
$583K - $620K
|
5.23K
$700K
|