Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-47- 0.49% |
$5.92K - $6.68K
|
9.51K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-48- 1.31% |
$6.05K - $6.82K
|
3.62K
$484K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-48- 1.52% |
$6.05K - $6.82K
|
3.11K
$417K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-49- 0.33% |
$6.17K - $6.96K
|
14.8K
$1.98M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 6.61% |
$6.3K - $7.1K
|
706
$94.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-50- 1.39% |
$6.3K - $7.1K
|
3.55K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 3.11% |
$6.3K - $7.1K
|
1.56K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-55- 1.78% |
$6.93K - $7.81K
|
3.03K
$406K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-59- 0.95% |
$7.43K - $8.38K
|
6.18K
$827K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-60- 2.07% |
$7.56K - $8.52K
|
2.84K
$380K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-60- 0.5% |
$7.56K - $8.52K
|
11.9K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-63- 0.65% |
$7.93K - $8.95K
|
9.59K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-64- 1.5% |
$8.06K - $9.09K
|
4.19K
$561K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-65- 4.12% |
$8.19K - $9.23K
|
1.51K
$203K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-67- 3.29% |
$8.44K - $9.52K
|
1.97K
$264K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-67- 0.49% |
$8.44K - $9.52K
|
13.7K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-68- 1.19% |
$8.56K - $9.66K
|
5.67K
$759K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-70- 2.31% |
$8.82K - $9.94K
|
2.96K
$396K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-70- 2.73% |
$8.82K - $9.94K
|
2.49K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-72- 0.35% |
$9.07K - $10.2K
|
20.4K
$2.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-74- 0.81% |
$9.32K - $10.5K
|
9.05K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-75- 0.75% |
$9.45K - $10.7K
|
9.93K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-75- 0.69% |
$9.45K - $10.7K
|
10.8K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-76- 4.58% |
$9.57K - $10.8K
|
1.59K
$212K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-76- 3.75% |
$9.57K - $10.8K
|
1.95K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-77- 0.43% |
$9.7K - $10.9K
|
17.9K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 0.74% |
$9.82K - $11.1K
|
10.5K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-79- 1.48% |
$9.95K - $11.2K
|
5.24K
$702K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-81- 5.08% |
$10.2K - $11.5K
|
1.51K
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-82- 1.54% |
$10.3K - $11.6K
|
5.24K
$702K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-83- 0.92% |
$10.5K - $11.8K
|
8.96K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-84- 3.49% |
$10.6K - $11.9K
|
2.32K
$311K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-86- 0.33% |
$10.8K - $12.2K
|
26.2K
$3.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-86- 5.42% |
$10.8K - $12.2K
|
1.5K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-87- 1.15% |
$11K - $12.4K
|
7.49K
$1M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-88- 2.13% |
$11.1K - $12.5K
|
4.05K
$542K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-92- 0.2% |
$11.6K - $13.1K
|
46.5K
$6.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-93- 4.69% |
$11.7K - $13.2K
|
1.89K
$253K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-95- 1.89% |
$12K - $13.5K
|
4.94K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-98- 4.22% |
$12.3K - $13.9K
|
2.22K
$298K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-98- 2.53% |
$12.3K - $13.9K
|
3.77K
$505K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-99- 2.08% |
$12.5K - $14.1K
|
4.66K
$624K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
SELL
|
- |
-99- 5.8% |
$12.5K - $14.1K
|
1.61K
$215K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-100- 1.18% |
$12.6K - $14.2K
|
8.39K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-100- 2.21% |
$12.6K - $14.2K
|
4.42K
$592K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-100- 2.06% |
$12.6K - $14.2K
|
4.75K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 2.7% |
$12.6K - $14.2K
|
3.6K
$482K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-100- 1.55% |
$12.6K - $14.2K
|
6.37K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-102- 0.84% |
$12.8K - $14.5K
|
12K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-103- 23.25% |
$13K - $14.6K
|
340
$45.5K
|