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
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.18K- 12.16% |
$148K - $167K
|
8.49K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.18K- 7.12% |
$148K - $167K
|
15.4K
$2.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.18K- 1.93% |
$148K - $167K
|
59.8K
$8M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.2K- 5.19% |
$151K - $170K
|
21.9K
$2.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.24K- 22.89% |
$156K - $175K
|
4.16K
$557K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.24K- 4.04% |
$156K - $176K
|
29.5K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.29K- 0.37% |
$162K - $183K
|
347K
$46.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.34K- 49.98% |
$168K - $190K
|
1.34K
$179K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.34K- 6.85% |
$168K - $190K
|
18.2K
$2.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.34K- 29.05% |
$169K - $190K
|
3.27K
$438K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.37K- 9.14% |
$172K - $194K
|
13.6K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.37K- 38.17% |
$172K - $194K
|
2.22K
$297K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.38K- 0.67% |
$173K - $196K
|
205K
$27.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.4K- 15.24% |
$176K - $199K
|
7.79K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.41K- 2.21% |
$178K - $201K
|
62.5K
$8.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.45K- 17.01% |
$183K - $206K
|
7.07K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.46K- 5.14% |
$184K - $207K
|
26.9K
$3.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.47K- 9.34% |
$185K - $208K
|
14.2K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 1.96% |
$193K - $217K
|
76.3K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.53K- 7.03% |
$193K - $217K
|
20.2K
$2.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.53K- 9.45% |
$193K - $218K
|
14.7K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.56K- 35.94% |
$196K - $221K
|
2.77K
$371K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.56K- 31.27% |
$197K - $222K
|
3.44K
$460K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.6K- 32.96% |
$202K - $227K
|
3.26K
$436K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.64K- 2.78% |
$206K - $233K
|
57.2K
$7.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.64K- 0.92% |
$207K - $234K
|
178K
$23.8M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.66K- 27.68% |
$209K - $235K
|
4.33K
$579K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.68K- 5.45% |
$211K - $238K
|
29.1K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.7K- 16.42% |
$214K - $241K
|
8.64K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.73K- 2.26% |
$218K - $246K
|
74.8K
$10M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-1.75K- 2.62% |
$221K - $249K
|
65.2K
$8.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.78K- 55.57% |
$224K - $252K
|
1.42K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.8K- 3.22% |
$227K - $256K
|
54.1K
$7.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.86K- 1.32% |
$234K - $264K
|
139K
$18.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.89K- 10.84% |
$237K - $268K
|
15.5K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.9K- 3.79% |
$239K - $270K
|
48.2K
$6.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.92K- 15.64% |
$241K - $272K
|
10.3K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.04K- 49.99% |
$257K - $290K
|
2.04K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-2.06K- 9.09% |
$259K - $292K
|
20.6K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.1K- 1.53% |
$264K - $298K
|
135K
$18.1M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.11K- 36.37% |
$265K - $299K
|
3.68K
$493K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.12K- 0.27% |
$267K - $301K
|
773K
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.16K- 8.14% |
$273K - $307K
|
24.4K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.22K- 54.42% |
$280K - $316K
|
1.86K
$249K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.22K- 1.94% |
$280K - $316K
|
112K
$15.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-2.26K- 4.88% |
$284K - $320K
|
43.9K
$5.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 7.24% |
$295K - $332K
|
30K
$4.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.46K- 5.98% |
$309K - $349K
|
38.6K
$5.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.5K- 2.61% |
$314K - $355K
|
93.1K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.54K- 8.34% |
$319K - $360K
|
27.9K
$3.73M
|