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
|
Albion Financial Group
|
SELL
|
- |
-560- 17.1% |
$73.7K - $80.6K
|
2.72K
$366K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-568- 6.23% |
$74.8K - $81.8K
|
8.55K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-568- 18.08% |
$74.8K - $81.8K
|
2.57K
$347K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-574- 20.94% |
$75.6K - $82.7K
|
2.17K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-574- 1.73% |
$75.6K - $82.7K
|
32.5K
$4.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-581- 41.98% |
$76.5K - $83.7K
|
803
$108K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-593- 3.78% |
$78.1K - $85.4K
|
15.1K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-599- 1.64% |
$78.9K - $86.3K
|
35.8K
$4.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-604- 5.76% |
$79.5K - $87K
|
9.89K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-611- 10.05% |
$80.4K - $88K
|
5.47K
$736K
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-612- 3.59% |
$80.6K - $88.1K
|
16.4K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-617- 4.91% |
$81.2K - $88.8K
|
11.9K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-621- 0.84% |
$81.8K - $89.4K
|
72.9K
$9.82M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-631- 4.12% |
$83.1K - $90.9K
|
14.7K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-676- 3.23% |
$89K - $97.3K
|
20.2K
$2.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-684- 10.75% |
$90.1K - $98.5K
|
5.68K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-684- 3.16% |
$90.1K - $98.5K
|
21K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-689- 9.73% |
$90.7K - $99.2K
|
6.4K
$861K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-698- 3.78% |
$91.9K - $101K
|
17.8K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-701- 2.38% |
$92.3K - $101K
|
28.8K
$3.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-717- 3.11% |
$94.4K - $103K
|
22.3K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-722- 7.08% |
$95.1K - $104K
|
9.48K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-724- 1.03% |
$95.3K - $104K
|
69.5K
$9.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-741- 6.42% |
$97.6K - $107K
|
10.8K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-755- 12.72% |
$99.4K - $109K
|
5.18K
$698K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-761- 4.0% |
$100K - $110K
|
18.3K
$2.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-766- 1.22% |
$101K - $110K
|
61.8K
$8.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-771- 5.02% |
$102K - $111K
|
14.6K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-776- 5.54% |
$102K - $112K
|
13.2K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-780- 10.02% |
$103K - $112K
|
7.01K
$944K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-807- 2.84% |
$106K - $116K
|
27.6K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-828- 16.46% |
$109K - $119K
|
4.2K
$566K
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-840- 27.91% |
$111K - $121K
|
2.17K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-858- 1.6% |
$113K - $124K
|
52.9K
$7.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-874- 0.94% |
$115K - $126K
|
92.1K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-890- 3.17% |
$117K - $128K
|
27.2K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-900- 91.46% |
$118K - $130K
|
84
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-902- 4.46% |
$119K - $130K
|
19.3K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-935- 3.15% |
$123K - $135K
|
28.7K
$3.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-944- 2.08% |
$124K - $136K
|
44.4K
$5.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-949- 4.67% |
$125K - $137K
|
19.4K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-949- 4.19% |
$125K - $137K
|
21.7K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-954- 27.89% |
$126K - $137K
|
2.47K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-967- 0.88% |
$127K - $139K
|
109K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1K- 4.8% |
$132K - $144K
|
19.8K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1K- 0.49% |
$132K - $144K
|
204K
$27.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-1K- 1.12% |
$132K - $145K
|
89K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.02K- 21.6% |
$134K - $146K
|
3.69K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.02K- 3.33% |
$134K - $147K
|
29.6K
$3.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.02K- 8.67% |
$135K - $147K
|
10.8K
$1.45M
|