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 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
852+ 17.37% |
$106K - $113K
|
5.76K
$741K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
812+ 15.64% |
$101K - $108K
|
6K
$773K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
788+ 5.62% |
$98.2K - $104K
|
14.8K
$1.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
728+ 14.96% |
$90.7K - $96.4K
|
5.59K
$720K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
719+ 4.71% |
$89.6K - $95.2K
|
16K
$2.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
714+ 0.49% |
$89K - $94.6K
|
145K
$18.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
710+ 15.63% |
$88.5K - $94K
|
5.25K
$676K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
710+ 53.95% |
$88.5K - $94K
|
2.03K
$261K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
700+ 0.44% |
$87.2K - $92.7K
|
159K
$20.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
692+ 16.85% |
$86.2K - $91.7K
|
4.8K
$618K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
691+ 2.72% |
$86.1K - $91.5K
|
26.1K
$3.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
690+ 2.91% |
$86K - $91.4K
|
24.4K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
669+ 1.63% |
$83.4K - $88.6K
|
41.6K
$5.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
667+ 2.04% |
$83.1K - $88.4K
|
33.3K
$4.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
664+ 11.84% |
$82.7K - $88K
|
6.27K
$808K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
642+ 36.77% |
$80K - $85K
|
2.39K
$307K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
605+ 0.65% |
$75.4K - $80.1K
|
93.2K
$12M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
589+ 0.6% |
$73.4K - $78K
|
99.5K
$12.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
588+ 26.76% |
$73.3K - $77.9K
|
2.79K
$359K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
580+ 4.79% |
$72.3K - $76.8K
|
12.7K
$1.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
568+ 1.52% |
$70.8K - $75.2K
|
38K
$4.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
545+ 7.27% |
$67.9K - $72.2K
|
8.04K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
529+ 2.99% |
$65.9K - $70.1K
|
18.2K
$2.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
527+ 15.44% |
$65.7K - $69.8K
|
3.94K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
526+ 10.58% |
$65.5K - $69.7K
|
5.5K
$708K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
517+ 4.87% |
$64.4K - $68.5K
|
11.1K
$1.43M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
516+ 29.17% |
$64.3K - $68.3K
|
2.29K
$294K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
510+ 13.41% |
$63.5K - $67.6K
|
4.31K
$555K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
492+ 15.6% |
$61.3K - $65.2K
|
3.65K
$469K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
490+ 6.48% |
$61.1K - $64.9K
|
8.05K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
487+ 4.25% |
$60.7K - $64.5K
|
12K
$1.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
483+ 0.81% |
$60.2K - $64K
|
60.4K
$7.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
470+ 3.55% |
$58.6K - $62.3K
|
13.7K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
458+ 1.07% |
$57.1K - $60.7K
|
43.3K
$5.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
457+ 10.46% |
$56.9K - $60.5K
|
4.83K
$622K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
444+ 1.0% |
$55.3K - $58.8K
|
44.8K
$5.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
441New |
$54.9K - $58.4K
|
441
$56.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
439+ 4.71% |
$54.7K - $58.1K
|
9.76K
$1.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
436+ 0.8% |
$54.3K - $57.8K
|
54.8K
$7.06M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
417+ 28.41% |
$52K - $55.2K
|
1.89K
$243K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
414+ 0.83% |
$51.6K - $54.8K
|
50.1K
$6.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
400+ 0.47% |
$49.8K - $53K
|
84.9K
$10.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
400+ 12.38% |
$49.8K - $53K
|
3.63K
$467K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
394+ 7.54% |
$49.1K - $52.2K
|
5.62K
$724K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
390New |
$48.6K - $51.7K
|
390
$50.2K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
382New |
$47.6K - $50.6K
|
382
$49.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
360+ 1.9% |
$44.9K - $47.7K
|
19.3K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
340+ 0.58% |
$42.4K - $45K
|
59.3K
$7.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
321+ 3.44% |
$40K - $42.5K
|
9.65K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
321+ 3.91% |
$40K - $42.5K
|
8.52K
$1.1M
|