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
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3.93K- 34.18% |
$490K - $521K
|
7.57K
$983K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.03K- 2.79% |
$503K - $534K
|
141K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.09K- 14.91% |
$509K - $542K
|
23.3K
$3.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.26K- 7.89% |
$531K - $565K
|
49.7K
$6.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.27K- 13.19% |
$531K - $565K
|
28.1K
$3.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-4.28K- 36.33% |
$533K - $566K
|
7.49K
$973K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.28K- 2.03% |
$534K - $567K
|
206K
$26.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.39K- 4.48% |
$546K - $581K
|
93.4K
$12.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.68K- 47.24% |
$583K - $620K
|
5.23K
$679K
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-4.7K- 21.39% |
$586K - $623K
|
17.3K
$2.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.71K- 22.39% |
$587K - $624K
|
16.3K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.76K- 6.67% |
$592K - $630K
|
66.5K
$8.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.85K- 0.16% |
$604K - $643K
|
2.94M
$382M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5.12K- 1.92% |
$638K - $678K
|
262K
$34M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-5.18K- 15.33% |
$645K - $686K
|
28.6K
$3.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-5.24K- 5.44% |
$652K - $693K
|
91K
$11.8M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.42K- 34.06% |
$675K - $718K
|
10.5K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.5K- 47.16% |
$685K - $729K
|
6.16K
$800K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.51K- 24.05% |
$686K - $730K
|
17.4K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.55K- 2.36% |
$691K - $735K
|
230K
$29.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.57K- 69.17% |
$694K - $738K
|
2.48K
$323K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.76K- 1.86% |
$718K - $763K
|
303K
$39.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.06K- 0.56% |
$755K - $803K
|
1.07M
$140M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.16K- 17.4% |
$768K - $816K
|
29.2K
$3.8M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.27K- 0.91% |
$781K - $831K
|
682K
$88.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.34K- 4.45% |
$790K - $840K
|
136K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.39K- 10.44% |
$796K - $847K
|
54.8K
$7.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.68K- 53.0% |
$832K - $884K
|
5.92K
$769K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-6.97KClosed |
$869K - $924K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.1K- 0.91% |
$884K - $940K
|
775K
$101M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.1K- 14.47% |
$885K - $941K
|
42K
$5.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.29K- 30.06% |
$908K - $965K
|
16.9K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.5K- 4.59% |
$934K - $993K
|
156K
$20.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.61K- 5.9% |
$948K - $1.01M
|
122K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.75K- 9.05% |
$965K - $1.03M
|
77.8K
$10.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-7.95K- 14.69% |
$991K - $1.05M
|
46.2K
$6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-8.14K- 1.54% |
$1.01M - $1.08M
|
519K
$67.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-8.2K- 8.31% |
$1.02M - $1.09M
|
90.5K
$11.8M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-8.46K- 11.89% |
$1.05M - $1.12M
|
62.7K
$8.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-9.89K- 8.53% |
$1.23M - $1.31M
|
106K
$13.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-12.3K- 2.18% |
$1.53M - $1.62M
|
552K
$71.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.3K- 5.38% |
$1.54M - $1.64M
|
217K
$28.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.4K- 84.93% |
$1.55M - $1.64M
|
2.2K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-13.4K- 20.2% |
$1.67M - $1.78M
|
53K
$6.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.8K- 6.38% |
$1.72M - $1.82M
|
202K
$26.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-15.8K- 23.72% |
$1.97M - $2.1M
|
50.9K
$6.61M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-16.8K- 2.21% |
$2.1M - $2.23M
|
744K
$96.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-16.8K- 14.18% |
$2.1M - $2.23M
|
102K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.9K- 82.04% |
$2.11M - $2.24M
|
3.7K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.1K- 3.75% |
$2.12M - $2.26M
|
438K
$56.8M
|