Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-365- 13.04% |
$48.1K - $52.6K
|
2.44K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-378- 60.58% |
$49.8K - $54.4K
|
246
$32.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-390- 3.5% |
$51.3K - $56.2K
|
10.8K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-399- 3.06% |
$52.5K - $57.5K
|
12.6K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-401- 2.91% |
$52.8K - $57.7K
|
13.4K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-425- 11.34% |
$56K - $61.2K
|
3.32K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-432- 3.63% |
$56.9K - $62.2K
|
11.5K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-445- 15.53% |
$58.6K - $64.1K
|
2.42K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-450- 14.28% |
$59.2K - $64.8K
|
2.7K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-452- 0.41% |
$59.5K - $65.1K
|
109K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-458- 0.9% |
$60.3K - $66K
|
50.6K
$6.73M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-458- 10.82% |
$60.3K - $66K
|
3.77K
$501K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-474- 3.27% |
$62.4K - $68.3K
|
14K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-474- 2.7% |
$62.4K - $68.3K
|
17.1K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-493- 1.16% |
$64.9K - $71K
|
41.8K
$5.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-497- 0.14% |
$65.4K - $71.6K
|
363K
$48.3M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-500- 7.47% |
$65.8K - $72K
|
6.19K
$823K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-510- 4.37% |
$67.1K - $73.4K
|
11.2K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-540- 1.92% |
$71.1K - $77.8K
|
27.5K
$3.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-545- 2.6% |
$71.8K - $78.5K
|
20.5K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-560- 17.1% |
$73.7K - $80.6K
|
2.72K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-568- 18.08% |
$74.8K - $81.8K
|
2.57K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-574- 20.94% |
$75.6K - $82.7K
|
2.17K
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-574- 1.73% |
$75.6K - $82.7K
|
32.5K
$4.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-581- 41.98% |
$76.5K - $83.7K
|
803
$107K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-593- 3.78% |
$78.1K - $85.4K
|
15.1K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-611- 10.05% |
$80.4K - $88K
|
5.47K
$726K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-617- 4.91% |
$81.2K - $88.8K
|
11.9K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-684- 10.75% |
$90.1K - $98.5K
|
5.68K
$755K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-698- 3.78% |
$91.9K - $101K
|
17.8K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-717- 3.11% |
$94.4K - $103K
|
22.3K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-722- 7.08% |
$95.1K - $104K
|
9.48K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-741- 6.42% |
$97.6K - $107K
|
10.8K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-755- 12.72% |
$99.4K - $109K
|
5.18K
$689K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-766- 1.22% |
$101K - $110K
|
61.8K
$8.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-776- 5.54% |
$102K - $112K
|
13.2K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-780- 10.02% |
$103K - $112K
|
7.01K
$931K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-807- 2.84% |
$106K - $116K
|
27.6K
$3.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-828- 16.46% |
$109K - $119K
|
4.2K
$558K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-890- 3.17% |
$117K - $128K
|
27.2K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-935- 3.15% |
$123K - $135K
|
28.7K
$3.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-949- 4.19% |
$125K - $137K
|
21.7K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-954- 27.89% |
$126K - $137K
|
2.47K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-967- 0.88% |
$127K - $139K
|
109K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1K- 0.49% |
$132K - $144K
|
204K
$27.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-1K- 1.12% |
$132K - $145K
|
89K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.02K- 21.6% |
$134K - $146K
|
3.69K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.02K- 8.67% |
$135K - $147K
|
10.8K
$1.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.03K- 4.33% |
$136K - $149K
|
22.8K
$3.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 14.73% |
$140K - $154K
|
6.17K
$820K
|