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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-217- 12.96% |
$27.3K - $30.8K
|
1.46K
$195K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-221- 12.41% |
$27.8K - $31.4K
|
1.56K
$209K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-222- 9.93% |
$28K - $31.5K
|
2.01K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-223- 11.79% |
$28.1K - $31.7K
|
1.67K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-224- 1.48% |
$28.2K - $31.8K
|
14.9K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-225- 3.9% |
$28.3K - $32K
|
5.55K
$743K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-225- 45.0% |
$28.3K - $32K
|
275
$36.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-228- 4.34% |
$28.7K - $32.4K
|
5.03K
$673K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-229- 5.51% |
$28.8K - $32.5K
|
3.93K
$526K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-230- 2.29% |
$29K - $32.7K
|
9.82K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-230- 7.59% |
$29K - $32.7K
|
2.8K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-235- 1.36% |
$29.6K - $33.4K
|
17K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-239- 1.39% |
$30.1K - $33.9K
|
16.9K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-242- 9.38% |
$30.5K - $34.4K
|
2.34K
$313K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-242- 5.61% |
$30.5K - $34.4K
|
4.07K
$545K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-244- 1.84% |
$30.7K - $34.7K
|
13K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-244- 2.01% |
$30.7K - $34.7K
|
11.9K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-247- 1.27% |
$31.1K - $35.1K
|
19.2K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-250- 1.55% |
$31.5K - $35.5K
|
15.9K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-254- 23.48% |
$32K - $36.1K
|
828
$111K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-256- 2.17% |
$32.2K - $36.4K
|
11.5K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-258- 2.35% |
$32.5K - $36.6K
|
10.7K
$1.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-258- 6.07% |
$32.5K - $36.6K
|
3.99K
$534K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-260- 8.94% |
$32.7K - $36.9K
|
2.65K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-264- 6.7% |
$33.3K - $37.5K
|
3.68K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-264- 6.21% |
$33.3K - $37.5K
|
3.99K
$534K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-269- 8.41% |
$33.9K - $38.2K
|
2.93K
$392K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-275- 2.91% |
$34.6K - $39.1K
|
9.19K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-276- 9.52% |
$34.8K - $39.2K
|
2.62K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-282- 2.35% |
$35.5K - $40.1K
|
11.7K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-287- 3.54% |
$36.1K - $40.8K
|
7.81K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-289- 0.58% |
$36.4K - $41K
|
49.5K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-299- 6.33% |
$37.7K - $42.5K
|
4.42K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-309- 1.24% |
$38.9K - $43.9K
|
24.6K
$3.29M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-309- 8.93% |
$38.9K - $43.9K
|
3.15K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-309- 0.11% |
$38.9K - $43.9K
|
287K
$38.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-319- 5.96% |
$40.2K - $45.3K
|
5.03K
$674K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-322- 3.62% |
$40.6K - $45.7K
|
8.57K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-327- 7.27% |
$41.2K - $46.4K
|
4.17K
$558K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-333- 2.37% |
$41.9K - $47.3K
|
13.7K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-336- 3.46% |
$42.3K - $47.7K
|
9.37K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-348- 12.07% |
$43.8K - $49.4K
|
2.54K
$339K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-350- 1.86% |
$44.1K - $49.7K
|
18.5K
$2.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-356- 14.05% |
$44.8K - $50.6K
|
2.18K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-363- 6.83% |
$45.7K - $51.6K
|
4.95K
$663K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-365- 2.58% |
$46K - $51.8K
|
13.8K
$1.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-369- 0.6% |
$46.5K - $52.4K
|
60.8K
$8.14M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-369- 23.91% |
$46.5K - $52.4K
|
1.17K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-374- 1.04% |
$47.1K - $53.1K
|
35.6K
$4.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-376- 1.13% |
$47.4K - $53.4K
|
32.9K
$4.4M
|