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 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
300+ 7.59% |
$37.4K - $39.7K
|
4.25K
$570K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
300+ 0.41% |
$37.4K - $39.7K
|
72.8K
$9.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
300+ 10.52% |
$37.4K - $39.7K
|
3.15K
$422K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
295New |
$36.8K - $39.1K
|
295
$39.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
286+ 8.46% |
$35.6K - $37.9K
|
3.67K
$491K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
275+ 2.99% |
$34.3K - $36.4K
|
9.46K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
268New |
$33.4K - $35.5K
|
268
$35.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
264+ 9.98% |
$32.9K - $35K
|
2.91K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
261+ 4.99% |
$32.5K - $34.6K
|
5.49K
$735K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
260+ 9.27% |
$32.4K - $34.4K
|
3.07K
$410K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
259+ 2.44% |
$32.3K - $34.3K
|
10.9K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
252+ 12.17% |
$31.4K - $33.4K
|
2.32K
$311K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
245+ 1.3% |
$30.5K - $32.5K
|
19.1K
$2.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
244+ 2.32% |
$30.4K - $32.3K
|
10.7K
$1.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
239+ 5.96% |
$29.8K - $31.7K
|
4.25K
$569K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
238+ 1.56% |
$29.7K - $31.5K
|
15.5K
$2.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
235+ 11.16% |
$29.3K - $31.1K
|
2.34K
$313K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
228+ 7.68% |
$28.4K - $30.2K
|
3.2K
$428K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
225+ 3.27% |
$28K - $29.8K
|
7.1K
$951K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
224+ 5.9% |
$27.9K - $29.7K
|
4.02K
$538K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
211+ 0.59% |
$26.3K - $27.9K
|
35.8K
$4.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
208+ 2.21% |
$25.9K - $27.6K
|
9.62K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
205+ 9.53% |
$25.5K - $27.2K
|
2.36K
$315K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
183+ 3.02% |
$22.8K - $24.2K
|
6.24K
$835K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
179+ 2.61% |
$22.3K - $23.7K
|
7.05K
$944K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
176+ 5.98% |
$21.9K - $23.3K
|
3.12K
$418K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
171+ 4.27% |
$21.3K - $22.7K
|
4.18K
$559K
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
170+ 1.46% |
$21.2K - $22.5K
|
11.8K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
164+ 0.32% |
$20.4K - $21.7K
|
50.6K
$6.78M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
163+ 4.93% |
$20.3K - $21.6K
|
3.47K
$465K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
162+ 0.84% |
$20.2K - $21.5K
|
19.5K
$2.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
161+ 0.97% |
$20.1K - $21.3K
|
16.7K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
159+ 0.54% |
$19.8K - $21.1K
|
29.5K
$3.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
158+ 8.62% |
$19.7K - $20.9K
|
1.99K
$267K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
152+ 3.51% |
$18.9K - $20.1K
|
4.48K
$600K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
151+ 8.41% |
$18.8K - $20K
|
1.95K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
150+ 4.18% |
$18.7K - $19.9K
|
3.74K
$501K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
150+ 1.12% |
$18.7K - $19.9K
|
13.5K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
148+ 6.56% |
$18.4K - $19.6K
|
2.4K
$322K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
145+ 6.81% |
$18.1K - $19.2K
|
2.27K
$304K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
142+ 5.94% |
$17.7K - $18.8K
|
2.53K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
138+ 0.07% |
$17.2K - $18.3K
|
208K
$27.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
137+ 0.81% |
$17.1K - $18.1K
|
17K
$2.27M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
134+ 3.89% |
$16.7K - $17.7K
|
3.58K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
130+ 0.64% |
$16.2K - $17.2K
|
20.5K
$2.75M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
125+ 1.83% |
$15.6K - $16.6K
|
6.94K
$930K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
122+ 0.25% |
$15.2K - $16.2K
|
48K
$6.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
118New |
$14.7K - $15.6K
|
118
$15.8K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
116+ 1.18% |
$14.5K - $15.4K
|
9.99K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
115+ 0.66% |
$14.3K - $15.2K
|
17.4K
$2.33M
|