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 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.45KNew |
$183K - $206K
|
1.45K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.45KNew |
$183K - $206K
|
1.45K
$188K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.45KNew |
$182K - $206K
|
1.45K
$188K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.44KNew |
$181K - $205K
|
1.44K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.43KNew |
$179K - $202K
|
1.43K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.42K+ 25.14% |
$179K - $202K
|
7.08K
$920K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.42KNew |
$179K - $202K
|
1.42K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
1.42KNew |
$178K - $201K
|
1.42K
$184K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.41KNew |
$178K - $201K
|
1.41K
$184K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.3K+ 51.28% |
$164K - $185K
|
3.84K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.25K+ 40.72% |
$157K - $177K
|
4.31K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.22K+ 2.17% |
$154K - $174K
|
57.4K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.22K+ 3.66% |
$154K - $173K
|
34.5K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 0.23% |
$153K - $173K
|
537K
$69.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.15K+ 10.79% |
$145K - $163K
|
11.8K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.1K+ 2.12% |
$138K - $156K
|
52.7K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.09K+ 1.5% |
$137K - $154K
|
73.5K
$9.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.08K+ 11.94% |
$136K - $154K
|
10.1K
$1.32M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
1.07K+ 1.98% |
$135K - $152K
|
55K
$7.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.06KNew |
$133K - $150K
|
1.06K
$137K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 15.63% |
$132K - $149K
|
7.78K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.04K+ 1.12% |
$131K - $148K
|
94.2K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.04K+ 10.96% |
$131K - $147K
|
10.5K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.03K+ 4.55% |
$130K - $147K
|
23.7K
$3.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.02K+ 9.87% |
$129K - $145K
|
11.4K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.02K+ 0.47% |
$128K - $145K
|
218K
$28.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.01K+ 3.32% |
$127K - $143K
|
31.4K
$4.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
989+ 10.82% |
$125K - $140K
|
10.1K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
971+ 1.77% |
$122K - $138K
|
55.8K
$7.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
929New |
$117K - $132K
|
929
$121K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
911+ 11.31% |
$115K - $129K
|
8.96K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
874+ 37.1% |
$110K - $124K
|
3.23K
$420K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
865+ 3.63% |
$109K - $123K
|
24.7K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
860+ 2.12% |
$108K - $122K
|
41.4K
$5.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
773+ 6.94% |
$97.4K - $110K
|
11.9K
$1.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
772+ 2.03% |
$97.2K - $110K
|
38.8K
$5.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
680New |
$85.6K - $96.6K
|
680
$88.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
674+ 1.88% |
$84.9K - $95.7K
|
36.4K
$4.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
659+ 2.11% |
$83K - $93.6K
|
31.8K
$4.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
659+ 0.61% |
$83K - $93.6K
|
109K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
624New |
$78.6K - $88.6K
|
624
$81K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
610+ 2.99% |
$76.8K - $86.6K
|
21K
$2.73M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
601+ 1.53% |
$75.7K - $85.4K
|
40K
$5.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
599+ 1.33% |
$75.4K - $85.1K
|
45.7K
$5.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
588+ 14.56% |
$74.1K - $83.5K
|
4.63K
$601K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
574+ 20.96% |
$72.3K - $81.5K
|
3.31K
$430K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
569+ 1.36% |
$71.7K - $80.8K
|
42.6K
$5.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
567New |
$71.4K - $80.5K
|
567
$73.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
564+ 3.32% |
$71K - $80.1K
|
17.5K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
524+ 4.02% |
$66K - $74.4K
|
13.6K
$1.76M
|