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 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$126 - $142
|
3.12K
$405K
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.04% |
$126 - $142
|
2.52K
$328K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2- 0.05% |
$252 - $284
|
4.12K
$535K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-4- 2.3% |
$504 - $568
|
170
$22.1K
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-8- 19.51% |
$1.01K - $1.14K
|
33
$4.29K
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-9- 0.06% |
$1.13K - $1.28K
|
15.4K
$2M
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-9- 0.05% |
$1.13K - $1.28K
|
18K
$2.33M
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-10- 0.43% |
$1.26K - $1.42K
|
2.3K
$298K
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-10- 0.16% |
$1.26K - $1.42K
|
6.16K
$800K
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-11- 0.22% |
$1.39K - $1.56K
|
5.03K
$653K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-12- 0.05% |
$1.51K - $1.7K
|
24.4K
$3.17M
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-14- 0.05% |
$1.76K - $1.99K
|
28.6K
$3.71M
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-14- 0.4% |
$1.76K - $1.99K
|
3.53K
$458K
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-15- 0.24% |
$1.89K - $2.13K
|
6.2K
$805K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-15- 0.02% |
$1.89K - $2.13K
|
90.9K
$11.8M
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-15- 0.26% |
$1.89K - $2.13K
|
5.79K
$751K
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-15- 0.18% |
$1.89K - $2.13K
|
8.15K
$1.06M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-15- 10.79% |
$1.89K - $2.13K
|
124
$16.1K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-16- 1.61% |
$2.02K - $2.27K
|
979
$127K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-16- 17.39% |
$2.02K - $2.27K
|
76
$9.87K
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-17- 0.75% |
$2.14K - $2.41K
|
2.25K
$292K
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-19- 0.29% |
$2.39K - $2.7K
|
6.42K
$834K
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-20- 0.13% |
$2.52K - $2.84K
|
14.9K
$1.93M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.28% |
$2.52K - $2.84K
|
7.24K
$940K
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-21- 0.42% |
$2.64K - $2.98K
|
4.96K
$644K
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-22- 0.67% |
$2.77K - $3.12K
|
3.26K
$424K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-23- 0.54% |
$2.9K - $3.27K
|
4.23K
$550K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-24- 0.49% |
$3.02K - $3.41K
|
4.89K
$635K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-25- 0.7% |
$3.15K - $3.55K
|
3.53K
$458K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-25- 8.47% |
$3.15K - $3.55K
|
270
$35.1K
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-27- 0.66% |
$3.4K - $3.84K
|
4.07K
$529K
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-27- 0.11% |
$3.4K - $3.84K
|
25.7K
$3.33M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-28- 0.32% |
$3.53K - $3.98K
|
8.8K
$1.14M
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-29- 0.47% |
$3.65K - $4.12K
|
6.15K
$799K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-29- 0.6% |
$3.65K - $4.12K
|
4.78K
$621K
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-29- 1.87% |
$3.65K - $4.12K
|
1.52K
$198K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-30- 1.8% |
$3.78K - $4.26K
|
1.63K
$212K
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-31- 1.32% |
$3.9K - $4.4K
|
2.32K
$301K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-32- 24.24% |
$4.03K - $4.55K
|
100
$13K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-34- 1.33% |
$4.28K - $4.83K
|
2.52K
$327K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-34- 0.6% |
$4.28K - $4.83K
|
5.59K
$726K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-35- 16.2% |
$4.41K - $4.97K
|
181
$23.5K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-35- 0.75% |
$4.41K - $4.97K
|
4.62K
$600K
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-35- 0.9% |
$4.41K - $4.97K
|
3.85K
$500K
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-35- 2.23% |
$4.41K - $4.97K
|
1.53K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-37- 0.07% |
$4.66K - $5.26K
|
53.7K
$6.98M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-37- 5.06% |
$4.66K - $5.26K
|
694
$90.1K
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-41- 2.15% |
$5.16K - $5.82K
|
1.87K
$243K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-41- 0.45% |
$5.16K - $5.82K
|
9.12K
$1.18M
|