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 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
5.11KNew |
$637K - $677K
|
5.11K
$685K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.03KNew |
$627K - $667K
|
5.03K
$674K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.96K+ 1.09% |
$618K - $657K
|
462K
$61.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.96KNew |
$618K - $657K
|
4.96K
$664K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.75K+ 7.49% |
$592K - $629K
|
68.1K
$9.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.59K+ 39.39% |
$571K - $607K
|
16.2K
$2.17M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.56KNew |
$568K - $604K
|
4.56K
$611K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
4.3K+ 184.15% |
$536K - $570K
|
6.64K
$888K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.16K+ 7.31% |
$519K - $552K
|
61.1K
$8.19M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.12K+ 12.0% |
$514K - $546K
|
38.5K
$5.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.94K+ 53.0% |
$491K - $522K
|
11.4K
$1.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.9K+ 20.57% |
$486K - $517K
|
22.9K
$3.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.88K+ 14.11% |
$484K - $514K
|
31.4K
$4.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.87K+ 4.22% |
$482K - $512K
|
95.6K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.77K+ 4.55% |
$469K - $499K
|
86.5K
$11.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.74K+ 34.29% |
$467K - $496K
|
14.7K
$1.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3.73K+ 2.12% |
$465K - $494K
|
179K
$24M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
3.64KNew |
$454K - $482K
|
3.64K
$488K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.51KNew |
$437K - $464K
|
3.51K
$469K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.29K+ 1205.86% |
$410K - $436K
|
3.57K
$477K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.26K+ 3.23% |
$406K - $432K
|
104K
$14M
|
|
|
Jul 18, 2024
Q2 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
3.25K+ 1.48% |
$405K - $430K
|
223K
$29.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.02KNew |
$377K - $401K
|
3.02K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3K+ 12.34% |
$374K - $398K
|
27.3K
$3.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.98K+ 78.44% |
$371K - $395K
|
6.78K
$908K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.9K+ 16.02% |
$361K - $384K
|
21K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.88KNew |
$358K - $381K
|
2.88K
$385K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.71K+ 2.86% |
$337K - $358K
|
97.4K
$13M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.67K+ 6.66% |
$333K - $354K
|
42.8K
$5.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.59KNew |
$323K - $343K
|
2.59K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.58KNew |
$322K - $342K
|
2.58K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.53K+ 60.13% |
$315K - $334K
|
6.72K
$900K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.42KNew |
$301K - $320K
|
2.42K
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2.42K+ 8.73% |
$301K - $320K
|
30.1K
$4.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.35KNew |
$293K - $312K
|
2.35K
$315K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.31KNew |
$288K - $306K
|
2.31K
$309K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.31KNew |
$287K - $305K
|
2.31K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.29K+ 0.66% |
$285K - $303K
|
348K
$46.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.24K+ 13.93% |
$279K - $297K
|
18.3K
$2.45M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.22KNew |
$276K - $293K
|
2.22K
$297K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.19K+ 1.13% |
$273K - $290K
|
196K
$26.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.19K+ 8.97% |
$273K - $290K
|
26.6K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.16K+ 112.77% |
$270K - $287K
|
4.08K
$547K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.11KNew |
$263K - $280K
|
2.11K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.11K+ 10.27% |
$263K - $280K
|
22.7K
$3.04M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.09K+ 63.44% |
$261K - $277K
|
5.4K
$722K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.06K+ 7.27% |
$257K - $273K
|
30.4K
$4.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$249K - $265K
|
2K
$268K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2K+ 102.77% |
$249K - $265K
|
3.95K
$528K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.97KNew |
$246K - $261K
|
1.97K
$264K
|