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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.38K- 9.28% |
$313K - $343K
|
23.3K
$3.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.49K- 6.8% |
$327K - $358K
|
34.1K
$4.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.49K- 20.71% |
$328K - $359K
|
9.53K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.5K- 41.67% |
$329K - $360K
|
3.5K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.52K- 1.04% |
$332K - $363K
|
240K
$32.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.65K- 0.25% |
$348K - $381K
|
1.06M
$142M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.7K- 2.73% |
$356K - $389K
|
96.4K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.72K- 27.38% |
$358K - $392K
|
7.21K
$967K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.73K- 10.12% |
$359K - $393K
|
24.2K
$3.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.73K- 3.01% |
$359K - $393K
|
87.8K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.73K- 10.97% |
$359K - $393K
|
22.2K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.85K- 4.56% |
$375K - $410K
|
59.7K
$8M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.88K- 6.67% |
$379K - $415K
|
40.3K
$5.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.07K- 6.59% |
$404K - $442K
|
43.5K
$5.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.09K- 78.74% |
$407K - $445K
|
835
$112K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.23K- 1.6% |
$425K - $465K
|
199K
$26.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-3.49K- 59.79% |
$459K - $503K
|
2.35K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.49K- 6.78% |
$460K - $503K
|
48K
$6.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.51K- 0.77% |
$462K - $505K
|
452K
$60.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.52K- 3.15% |
$463K - $507K
|
108K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.98K- 3.35% |
$524K - $573K
|
115K
$15.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4.08K- 48.06% |
$537K - $587K
|
4.41K
$591K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.1K- 6.87% |
$540K - $591K
|
55.6K
$7.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-4.39K- 9.98% |
$577K - $632K
|
39.6K
$5.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-4.43K- 0.63% |
$584K - $638K
|
696K
$93.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.44K- 3.95% |
$585K - $640K
|
108K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.51K- 3.9% |
$593K - $649K
|
111K
$14.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-4.51K- 68.0% |
$594K - $650K
|
2.12K
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.59K- 31.74% |
$605K - $661K
|
9.88K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.93K- 25.83% |
$649K - $709K
|
14.1K
$1.9M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-5.02K- 51.88% |
$660K - $722K
|
4.65K
$624K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.1K- 6.01% |
$671K - $734K
|
79.7K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.15K- 12.01% |
$678K - $741K
|
37.7K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-5.4K- 11.89% |
$711K - $778K
|
40K
$5.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.5K- 2.53% |
$725K - $793K
|
212K
$28.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.7K- 77.26% |
$750K - $821K
|
1.68K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.77K- 12.72% |
$760K - $831K
|
39.6K
$5.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.18K- 6.64% |
$814K - $890K
|
86.9K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.71K- 3.06% |
$883K - $966K
|
213K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.03K- 6.79% |
$925K - $1.01M
|
96.5K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7.05K- 17.45% |
$928K - $1.02M
|
33.4K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.19K- 17.37% |
$946K - $1.03M
|
34.2K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-7.41K- 60.82% |
$975K - $1.07M
|
4.77K
$640K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.55K- 27.08% |
$994K - $1.09M
|
20.3K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-7.74K- 8.51% |
$1.02M - $1.11M
|
83.2K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.03K- 19.37% |
$1.06M - $1.16M
|
33.4K
$4.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.13K- 1.78% |
$1.07M - $1.17M
|
449K
$60.2M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-8.97K- 9.1% |
$1.18M - $1.29M
|
89.6K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.7K- 1.99% |
$1.41M - $1.55M
|
529K
$71M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10.8K- 99.23% |
$1.42M - $1.55M
|
84
$11.3K
|