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 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-377- 1.38% |
$47.5K - $53.5K
|
27K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-378- 9.47% |
$47.6K - $53.7K
|
3.61K
$483K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-390- 3.38% |
$49.1K - $55.4K
|
11.1K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-391- 0.94% |
$49.2K - $55.5K
|
41.2K
$5.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-394- 8.5% |
$49.6K - $56K
|
4.24K
$567K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-400- 9.84% |
$50.4K - $56.8K
|
3.66K
$490K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-404- 3.14% |
$50.9K - $57.4K
|
12.5K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-409- 17.83% |
$51.5K - $58.1K
|
1.89K
$252K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-414- 6.15% |
$52.1K - $58.8K
|
6.32K
$845K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-416- 5.15% |
$52.4K - $59.1K
|
7.66K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-418- 20.79% |
$52.6K - $59.4K
|
1.59K
$213K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-422- 10.72% |
$53.2K - $59.9K
|
3.51K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-422- 11.44% |
$53.2K - $59.9K
|
3.27K
$437K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-423- 5.95% |
$53.3K - $60.1K
|
6.69K
$894K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-426- 2.32% |
$53.7K - $60.5K
|
18K
$2.4M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-427- 3.57% |
$53.8K - $60.7K
|
11.5K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-428- 7.58% |
$53.9K - $60.8K
|
5.22K
$697K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-445- 4.58% |
$56K - $63.2K
|
9.27K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-449- 1.45% |
$56.6K - $63.8K
|
30.5K
$4.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-454- 0.27% |
$57.2K - $64.5K
|
165K
$22.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-465- 1.02% |
$58.6K - $66K
|
45.3K
$6.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-480- 0.53% |
$60.5K - $68.2K
|
90K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-489- 2.5% |
$61.6K - $69.5K
|
19K
$2.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-494- 2.06% |
$62.2K - $70.2K
|
23.5K
$3.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-500- 10.76% |
$63K - $71K
|
4.15K
$554K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-510- 1.38% |
$64.2K - $72.4K
|
36.6K
$4.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-515- 8.76% |
$64.9K - $73.2K
|
5.37K
$717K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-517- 18.33% |
$65.1K - $73.4K
|
2.3K
$308K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-517- 9.89% |
$65.1K - $73.4K
|
4.71K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-517- 4.07% |
$65.1K - $73.4K
|
12.2K
$1.63M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-524- 1.43% |
$66K - $74.4K
|
36.1K
$4.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-529- 3.17% |
$66.6K - $75.1K
|
16.2K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-530- 1.22% |
$66.8K - $75.3K
|
42.9K
$5.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-539- 14.88% |
$67.9K - $76.6K
|
3.08K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-540- 3.43% |
$68K - $76.7K
|
15.2K
$2.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-541- 11.31% |
$68.1K - $76.8K
|
4.24K
$567K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-544- 0.82% |
$68.5K - $77.3K
|
65.5K
$8.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-545- 9.18% |
$68.6K - $77.4K
|
5.39K
$721K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-549- 39.9% |
$69.1K - $78K
|
827
$111K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-553- 3.39% |
$69.7K - $78.5K
|
15.7K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-555- 3.22% |
$69.9K - $78.8K
|
16.7K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-564- 2.87% |
$71K - $80.1K
|
19.1K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-567- 27.74% |
$71.4K - $80.5K
|
1.48K
$197K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-573- 0.67% |
$72.2K - $81.4K
|
84.3K
$11.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-575- 3.53% |
$72.4K - $81.7K
|
15.7K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-581- 1.21% |
$73.2K - $82.5K
|
47.5K
$6.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-585- 5.65% |
$73.7K - $83.1K
|
9.77K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-623- 3.04% |
$78.5K - $88.5K
|
19.9K
$2.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-628- 4.29% |
$79.1K - $89.2K
|
14K
$1.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-631- 6.68% |
$79.5K - $89.6K
|
8.82K
$1.18M
|