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 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
4+ 0.16% |
$498 - $530
|
2.58K
$332K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4+ 0.19% |
$498 - $530
|
2.07K
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.19% |
$498 - $530
|
2.12K
$273K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 1.29% |
$498 - $530
|
314
$40.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3+ 0.05% |
$374 - $397
|
5.88K
$757K
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3+ 0.02% |
$374 - $397
|
15.1K
$1.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3+ 0.14% |
$374 - $397
|
2.09K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3+ 0.22% |
$374 - $397
|
1.38K
$177K
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3+ 0.01% |
$374 - $397
|
41.9K
$5.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
3+ 0.04% |
$374 - $397
|
7.57K
$975K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.98% |
$249 - $265
|
207
$26.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.63% |
$249 - $265
|
321
$41.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 1.71% |
$249 - $265
|
119
$15.3K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2+ 0.05% |
$249 - $265
|
3.85K
$495K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.41% |
$249 - $265
|
485
$62.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2+ 0.08% |
$249 - $265
|
2.52K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$125 - $132
|
4.76K
$613K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$125 - $132
|
2.04K
$263K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.61% |
$125 - $132
|
63
$8.11K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.06% |
$125 - $132
|
1.55K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.82% |
$125 - $132
|
123
$15.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 10.0% |
$125 - $132
|
11
$1.42K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.6% |
$125 - $132
|
169
$21.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.04% |
$249 - $265
|
5.65K
$727K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2- 0.11% |
$249 - $265
|
1.89K
$244K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2- 0.07% |
$249 - $265
|
2.86K
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2- 0.03% |
$249 - $265
|
6.86K
$883K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3- 0.11% |
$374 - $397
|
2.74K
$353K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3- 0.17% |
$374 - $397
|
1.72K
$221K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5- 0.13% |
$623 - $662
|
3.97K
$510K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5- 0.13% |
$623 - $662
|
3.73K
$480K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6- 0.34% |
$748 - $795
|
1.76K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-6- 0.35% |
$748 - $795
|
1.71K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-7- 0.7% |
$872 - $927
|
995
$128K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7- 5.38% |
$872 - $927
|
123
$15.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-7- 0.16% |
$872 - $927
|
4.5K
$579K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-9- 1.08% |
$1.12K - $1.19K
|
824
$106K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-9- 1.16% |
$1.12K - $1.19K
|
768
$98.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-12- 0.58% |
$1.5K - $1.59K
|
2.06K
$265K
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-12- 0.19% |
$1.5K - $1.59K
|
6.21K
$800K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-13- 0.15% |
$1.62K - $1.72K
|
8.82K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-15- 0.81% |
$1.87K - $1.99K
|
1.85K
$238K
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-15- 0.49% |
$1.87K - $1.99K
|
3.03K
$389K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 2.19% |
$1.87K - $1.99K
|
669
$86.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-18- 0.55% |
$2.24K - $2.38K
|
3.28K
$423K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 0.22% |
$2.24K - $2.38K
|
8.1K
$1.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-18- 0.16% |
$2.24K - $2.38K
|
11.6K
$1.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-18- 0.1% |
$2.24K - $2.38K
|
18.8K
$2.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-19- 1.13% |
$2.37K - $2.52K
|
1.66K
$214K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-19- 0.29% |
$2.37K - $2.52K
|
6.44K
$829K
|