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
|
City Holding CO
|
SELL
|
- |
-20- 1.22% |
$2.49K - $2.65K
|
1.62K
$209K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-20- 0.82% |
$2.49K - $2.65K
|
2.41K
$311K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-20- 0.57% |
$2.49K - $2.65K
|
3.5K
$451K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-21- 0.51% |
$2.62K - $2.78K
|
4.1K
$528K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-21- 0.72% |
$2.62K - $2.78K
|
2.91K
$374K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-23- 0.97% |
$2.87K - $3.05K
|
2.36K
$304K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-23- 22.12% |
$2.87K - $3.05K
|
81
$10.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-23- 0.07% |
$2.87K - $3.05K
|
33.3K
$4.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-24- 1.42% |
$2.99K - $3.18K
|
1.66K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-25- 1.23% |
$3.12K - $3.31K
|
2.01K
$259K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-25- 0.48% |
$3.12K - $3.31K
|
5.21K
$671K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-26- 0.37% |
$3.24K - $3.44K
|
6.97K
$897K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-27- 1.39% |
$3.36K - $3.58K
|
1.91K
$246K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-28- 0.53% |
$3.49K - $3.71K
|
5.23K
$673K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-28- 0.22% |
$3.49K - $3.71K
|
12.6K
$1.62M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-30- 1.85% |
$3.74K - $3.97K
|
1.59K
$205K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-34- 0.76% |
$4.24K - $4.5K
|
4.42K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-35- 0.98% |
$4.36K - $4.64K
|
3.55K
$457K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-36- 0.61% |
$4.49K - $4.77K
|
5.82K
$750K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-38- 4.94% |
$4.73K - $5.03K
|
731
$94.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-39- 0.46% |
$4.86K - $5.17K
|
8.39K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-39- 2.23% |
$4.86K - $5.17K
|
1.71K
$220K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-40- 2.5% |
$4.98K - $5.3K
|
1.56K
$201K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-40- 0.76% |
$4.98K - $5.3K
|
5.2K
$669K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-40- 0.85% |
$4.98K - $5.3K
|
4.65K
$598K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-41- 0.88% |
$5.11K - $5.43K
|
4.64K
$597K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-43- 0.35% |
$5.36K - $5.7K
|
12.1K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-45- 2.4% |
$5.61K - $5.96K
|
1.83K
$235K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-47- 0.9% |
$5.86K - $6.23K
|
5.19K
$668K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-47- 0.04% |
$5.86K - $6.23K
|
110K
$14.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-47- 22.6% |
$5.86K - $6.23K
|
161
$20.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-49- 13.35% |
$6.11K - $6.49K
|
318
$40.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-49- 0.84% |
$6.11K - $6.49K
|
5.8K
$747K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-50- 1.48% |
$6.23K - $6.62K
|
3.32K
$428K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 14.71% |
$6.23K - $6.62K
|
290
$37.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-51- 0.01% |
$6.35K - $6.76K
|
516K
$66.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-51- 1.09% |
$6.35K - $6.76K
|
4.63K
$596K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-52- 0.68% |
$6.48K - $6.89K
|
7.57K
$975K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-58- 1.95% |
$7.23K - $7.68K
|
2.92K
$376K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-59- 0.23% |
$7.35K - $7.82K
|
26.2K
$3.37M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-59- 73.75% |
$7.35K - $7.82K
|
21
$2.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-60- 1.44% |
$7.48K - $7.95K
|
4.12K
$530K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-62- 14.19% |
$7.73K - $8.21K
|
375
$48.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-64- 0.81% |
$7.97K - $8.48K
|
7.87K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-65- 0.36% |
$8.1K - $8.61K
|
18K
$2.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-65- 3.81% |
$8.1K - $8.61K
|
1.64K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-67- 0.77% |
$8.35K - $8.87K
|
8.68K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-70- 0.37% |
$8.72K - $9.27K
|
19.1K
$2.46M
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-72- 3.74% |
$8.97K - $9.54K
|
1.85K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-75- 1.89% |
$9.35K - $9.93K
|
3.89K
$500K
|