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 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
500+ 8.06% |
$63K - $71K
|
6.7K
$896K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
472New |
$59.4K - $67K
|
472
$63.1K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
448+ 1.07% |
$56.4K - $63.6K
|
42.4K
$5.67M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
441+ 23.4% |
$55.5K - $62.6K
|
2.33K
$311K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
440+ 3.21% |
$55.4K - $62.5K
|
14.1K
$1.89M
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
435+ 0.97% |
$54.8K - $61.8K
|
45.4K
$6.06M
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
435+ 1.33% |
$54.8K - $61.8K
|
33.1K
$4.43M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
434New |
$54.7K - $61.6K
|
434
$58K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
430New |
$54.2K - $61.1K
|
430
$57.5K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
426+ 4.64% |
$53.7K - $60.5K
|
9.6K
$1.28M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
422+ 0.67% |
$53.2K - $59.9K
|
63.8K
$8.52M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
418+ 4.28% |
$52.6K - $59.4K
|
10.2K
$1.36M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
412+ 13.98% |
$51.9K - $58.5K
|
3.36K
$449K
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
409+ 3.56% |
$51.5K - $58.1K
|
11.9K
$1.59M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
405+ 1.38% |
$51K - $57.5K
|
29.9K
$3.99M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
404+ 3.99% |
$50.9K - $57.4K
|
10.5K
$1.41M
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
404+ 4.5% |
$50.9K - $57.4K
|
9.38K
$1.25M
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
401+ 8.31% |
$50.5K - $57K
|
5.23K
$699K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
387New |
$48.7K - $55K
|
387
$51.7K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
366+ 8.29% |
$46.1K - $52K
|
4.78K
$639K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
343+ 3.81% |
$43.2K - $48.7K
|
9.34K
$1.25M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
333+ 9.16% |
$41.9K - $47.3K
|
3.97K
$531K
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
330+ 16.37% |
$41.6K - $46.9K
|
2.35K
$314K
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
330+ 0.74% |
$41.6K - $46.9K
|
44.7K
$5.98M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
324+ 5.56% |
$40.8K - $46K
|
6.15K
$822K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
312+ 3.01% |
$39.3K - $44.3K
|
10.7K
$1.43M
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
308+ 4.37% |
$38.8K - $43.7K
|
7.36K
$983K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
300+ 5.8% |
$37.8K - $42.6K
|
5.47K
$731K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
292+ 0.08% |
$36.8K - $41.5K
|
364K
$48.6M
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
291+ 91.51% |
$36.7K - $41.3K
|
609
$81.4K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
287New |
$36.1K - $40.8K
|
287
$38.4K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
285New |
$35.9K - $40.5K
|
285
$38.1K
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
279+ 5.08% |
$35.1K - $39.6K
|
5.77K
$772K
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
275+ 6.72% |
$34.6K - $39.1K
|
4.37K
$584K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
273+ 16.62% |
$34.4K - $38.8K
|
1.92K
$256K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
270+ 16.63% |
$34K - $38.4K
|
1.89K
$253K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
259+ 5.43% |
$32.6K - $36.8K
|
5.03K
$672K
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
251+ 9.14% |
$31.6K - $35.7K
|
3K
$401K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
249New |
$31.4K - $35.4K
|
249
$33.3K
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
238+ 9.19% |
$30K - $33.8K
|
2.83K
$378K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
232+ 1.85% |
$29.2K - $33K
|
12.8K
$1.71M
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
230+ 49.78% |
$29K - $32.7K
|
692
$92.5K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
224New |
$28.2K - $31.8K
|
224
$29.9K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
221+ 460.42% |
$27.8K - $31.4K
|
269
$36K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
216New |
$27.2K - $30.7K
|
216
$28.9K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
214+ 0.68% |
$27K - $30.4K
|
31.6K
$4.23M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
207+ 2.1% |
$26.1K - $29.4K
|
10.1K
$1.35M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
203+ 2.89% |
$25.6K - $28.8K
|
7.23K
$966K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
189+ 3.21% |
$23.8K - $26.8K
|
6.08K
$812K
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
188+ 0.17% |
$23.7K - $26.7K
|
110K
$14.8M
|