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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
188+ 0.81% |
$23.7K - $26.7K
|
23.5K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
186+ 229.63% |
$23.4K - $26.4K
|
267
$35.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
182+ 1.0% |
$22.9K - $25.9K
|
18.4K
$2.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
180+ 4.36% |
$22.7K - $25.6K
|
4.31K
$577K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
175+ 21.96% |
$22K - $24.9K
|
972
$130K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
171New |
$21.5K - $24.3K
|
171
$22.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
167+ 191.95% |
$21K - $23.7K
|
254
$34K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
166+ 3.06% |
$20.9K - $23.6K
|
5.6K
$749K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
161+ 1.19% |
$20.3K - $22.9K
|
13.7K
$1.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
160+ 3.98% |
$20.2K - $22.7K
|
4.18K
$559K
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
156+ 0.56% |
$19.6K - $22.2K
|
28.2K
$3.78M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
155+ 4.46% |
$19.5K - $22K
|
3.63K
$486K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
150+ 2.29% |
$18.9K - $21.3K
|
6.69K
$896K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
145+ 8.56% |
$18.3K - $20.6K
|
1.84K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
145+ 0.4% |
$18.3K - $20.6K
|
36.7K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
142+ 4.51% |
$17.9K - $20.2K
|
3.29K
$440K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
142+ 0.75% |
$17.9K - $20.2K
|
19K
$2.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
140+ 113.82% |
$17.6K - $19.9K
|
263
$35.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
140+ 6.18% |
$17.6K - $19.9K
|
2.41K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
138+ 2.05% |
$17.4K - $19.6K
|
6.86K
$919K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
130+ 0.52% |
$16.4K - $18.5K
|
24.9K
$3.34M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
125New |
$15.7K - $17.8K
|
125
$16.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
122+ 0.61% |
$15.4K - $17.3K
|
20.2K
$2.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
121+ 4.27% |
$15.2K - $17.2K
|
2.95K
$395K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
117New |
$14.7K - $16.6K
|
117
$15.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
116+ 0.51% |
$14.6K - $16.5K
|
23K
$3.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
115+ 1.53% |
$14.5K - $16.3K
|
7.61K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
114+ 5.45% |
$14.4K - $16.2K
|
2.21K
$296K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
112+ 1.04% |
$14.1K - $15.9K
|
10.9K
$1.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
105New |
$13.2K - $14.9K
|
105
$14.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
100New |
$12.6K - $14.2K
|
100
$13.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
98+ 3.74% |
$12.3K - $13.9K
|
2.72K
$364K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
97+ 0.23% |
$12.2K - $13.8K
|
41.9K
$5.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
95+ 0.61% |
$12K - $13.5K
|
15.8K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
95+ 1.47% |
$12K - $13.5K
|
6.54K
$876K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
89+ 0.86% |
$11.2K - $12.6K
|
10.4K
$1.4M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
76+ 2.12% |
$9.57K - $10.8K
|
3.65K
$489K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
75+ 1.82% |
$9.45K - $10.7K
|
4.19K
$561K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
73+ 0.56% |
$9.19K - $10.4K
|
13.1K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
73+ 3.7% |
$9.19K - $10.4K
|
2.04K
$274K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
72+ 0.5% |
$9.07K - $10.2K
|
14.5K
$1.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
70+ 0.6% |
$8.82K - $9.94K
|
11.7K
$1.56M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
69+ 0.48% |
$8.69K - $9.8K
|
14.4K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
66+ 31.88% |
$8.31K - $9.37K
|
273
$36.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
66+ 0.8% |
$8.31K - $9.37K
|
8.28K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
65+ 1.22% |
$8.19K - $9.23K
|
5.4K
$724K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
61+ 0.43% |
$7.68K - $8.66K
|
14.4K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
60+ 1.27% |
$7.56K - $8.52K
|
4.78K
$640K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
60+ 0.56% |
$7.56K - $8.52K
|
10.9K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
59+ 1.41% |
$7.43K - $8.38K
|
4.24K
$567K
|