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 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-158- 3.14% |
$20.8K - $22.8K
|
4.87K
$656K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-165- 33.88% |
$21.7K - $23.8K
|
322
$43.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-165- 3.28% |
$21.7K - $23.8K
|
4.86K
$655K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-170- 5.76% |
$22.4K - $24.5K
|
2.78K
$375K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-171- 0.27% |
$22.5K - $24.6K
|
62.1K
$8.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-172- 1.75% |
$22.6K - $24.8K
|
9.64K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-177- 0.48% |
$23.3K - $25.5K
|
37K
$4.98M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-182- 3.76% |
$24K - $26.2K
|
4.65K
$627K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-184- 0.9% |
$24.2K - $26.5K
|
20.2K
$2.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-191- 8.71% |
$25.1K - $27.5K
|
2K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-193- 9.09% |
$25.4K - $27.8K
|
1.93K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-195- 3.68% |
$25.7K - $28.1K
|
5.11K
$688K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-195- 2.0% |
$25.7K - $28.1K
|
9.57K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-196- 6.93% |
$25.8K - $28.2K
|
2.63K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-200- 74.07% |
$26.3K - $28.8K
|
70
$9.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-200- 6.25% |
$26.3K - $28.8K
|
3K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-200- 32.05% |
$26.3K - $28.8K
|
424
$57.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-200- 39.53% |
$26.3K - $28.8K
|
306
$41.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-201- 3.73% |
$26.5K - $28.9K
|
5.19K
$699K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-206- 3.09% |
$27.1K - $29.7K
|
6.47K
$871K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-208- 4.15% |
$27.4K - $30K
|
4.81K
$648K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-209- 5.13% |
$27.5K - $30.1K
|
3.86K
$520K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-218- 0.3% |
$28.7K - $31.4K
|
72.3K
$9.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-219- 1.84% |
$28.8K - $31.5K
|
11.7K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-219- 3.82% |
$28.8K - $31.5K
|
5.52K
$744K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-220- 6.4% |
$29K - $31.7K
|
3.22K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-221- 82.16% |
$29.1K - $31.8K
|
48
$6.47K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-224- 0.92% |
$29.5K - $32.3K
|
24.2K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-236- 0.9% |
$31.1K - $34K
|
25.9K
$3.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-241- 1.95% |
$31.7K - $34.7K
|
12.1K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-242- 2.7% |
$31.9K - $34.8K
|
8.72K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-253- 3.54% |
$33.3K - $36.4K
|
6.9K
$929K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-254- 1.64% |
$33.4K - $36.6K
|
15.3K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-259- 1.54% |
$34.1K - $37.3K
|
16.5K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-261- 4.51% |
$34.4K - $37.6K
|
5.53K
$744K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-262- 6.06% |
$34.5K - $37.7K
|
4.06K
$547K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-267- 0.29% |
$35.2K - $38.4K
|
90.9K
$12.2M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-269- 3.35% |
$35.4K - $38.7K
|
7.76K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-272- 1.06% |
$35.8K - $39.2K
|
25.5K
$3.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-274- 7.8% |
$36.1K - $39.5K
|
3.24K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-274- 3.99% |
$36.1K - $39.5K
|
6.59K
$887K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-278- 7.61% |
$36.6K - $40K
|
3.38K
$455K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-278- 0.99% |
$36.6K - $40K
|
27.9K
$3.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-280- 4.19% |
$36.9K - $40.3K
|
6.41K
$863K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-285- 7.14% |
$37.5K - $41K
|
3.71K
$499K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-285- 67.06% |
$37.5K - $41K
|
140
$18.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-289- 1.88% |
$38K - $41.6K
|
15.1K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-290- 1.65% |
$38.2K - $41.8K
|
17.3K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-290- 0.82% |
$38.2K - $41.8K
|
35.3K
$4.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-293- 20.65% |
$38.6K - $42.2K
|
1.13K
$152K
|