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 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-294- 5.41% |
$38.7K - $42.3K
|
5.14K
$692K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-296- 15.43% |
$39K - $42.6K
|
1.62K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-300- 11.63% |
$39.5K - $43.2K
|
2.28K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-315- 8.87% |
$41.5K - $45.4K
|
3.24K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-319- 9.76% |
$42K - $45.9K
|
2.95K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-321- 13.73% |
$42.3K - $46.2K
|
2.02K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-325- 1.21% |
$42.8K - $46.8K
|
26.6K
$3.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-330- 14.1% |
$43.4K - $47.5K
|
2.01K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-332- 13.32% |
$43.7K - $47.8K
|
2.16K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-335- 3.08% |
$44.1K - $48.2K
|
10.6K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-335- 4.29% |
$44.1K - $48.2K
|
7.48K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-340- 2.27% |
$44.8K - $49K
|
14.7K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-346- 2.88% |
$45.6K - $49.8K
|
11.7K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-347- 11.84% |
$45.7K - $50K
|
2.58K
$348K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-351- 3.34% |
$46.2K - $50.5K
|
10.1K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-355- 18.28% |
$46.7K - $51.1K
|
1.59K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-356- 0.61% |
$46.9K - $51.3K
|
58.2K
$7.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-365- 13.04% |
$48.1K - $52.6K
|
2.44K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-366- 4.9% |
$48.2K - $52.7K
|
7.11K
$957K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-375- 8.69% |
$49.4K - $54K
|
3.94K
$530K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-378- 60.58% |
$49.8K - $54.4K
|
246
$33.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-379- 1.26% |
$49.9K - $54.6K
|
29.6K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-386- 8.71% |
$50.8K - $55.6K
|
4.04K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-388- 10.7% |
$51.1K - $55.9K
|
3.24K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-390- 3.5% |
$51.3K - $56.2K
|
10.8K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-399- 3.06% |
$52.5K - $57.5K
|
12.6K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-401- 1.34% |
$52.8K - $57.7K
|
29.5K
$3.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-401- 6.49% |
$52.8K - $57.7K
|
5.78K
$778K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-401- 2.91% |
$52.8K - $57.7K
|
13.4K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-405- 1.66% |
$53.3K - $58.3K
|
24K
$3.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-425- 11.34% |
$56K - $61.2K
|
3.32K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-432- 3.63% |
$56.9K - $62.2K
|
11.5K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-445- 15.53% |
$58.6K - $64.1K
|
2.42K
$326K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-450- 14.28% |
$59.2K - $64.8K
|
2.7K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-452- 0.41% |
$59.5K - $65.1K
|
109K
$14.6M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-458- 0.9% |
$60.3K - $66K
|
50.6K
$6.82M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-458- 10.82% |
$60.3K - $66K
|
3.77K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-463- 3.15% |
$61K - $66.7K
|
14.2K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-473- 20.5% |
$62.3K - $68.1K
|
1.83K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-474- 3.27% |
$62.4K - $68.3K
|
14K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-474- 2.7% |
$62.4K - $68.3K
|
17.1K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-482- 2.51% |
$63.5K - $69.4K
|
18.7K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-493- 1.16% |
$64.9K - $71K
|
41.8K
$5.63M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-497- 0.14% |
$65.4K - $71.6K
|
363K
$48.9M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-500- 7.47% |
$65.8K - $72K
|
6.19K
$834K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-510- 4.37% |
$67.1K - $73.4K
|
11.2K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-515- 13.99% |
$67.8K - $74.2K
|
3.17K
$427K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-540- 1.92% |
$71.1K - $77.8K
|
27.5K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-545- 2.6% |
$71.8K - $78.5K
|
20.5K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-552- 5.64% |
$72.7K - $79.5K
|
9.24K
$1.24M
|