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
|
Private Wealth Group, LLC
|
BUY
|
- |
1.3K+ 2.7% |
$171K - $187K
|
49.5K
$6.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.22K+ 2.04% |
$160K - $175K
|
61K
$8.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 46.11% |
$152K - $167K
|
3.67K
$491K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.11K+ 7.45% |
$146K - $159K
|
16K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.1K+ 77.25% |
$144K - $158K
|
2.52K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
910+ 8.26% |
$120K - $131K
|
11.9K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
832+ 27.43% |
$110K - $120K
|
3.87K
$518K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
803+ 13.91% |
$106K - $116K
|
6.58K
$880K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
797+ 1.7% |
$105K - $115K
|
47.7K
$6.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
775+ 1.39% |
$102K - $112K
|
56.4K
$7.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
681+ 5.32% |
$89.7K - $98.1K
|
13.5K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
680+ 2.78% |
$89.5K - $97.9K
|
25.1K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
647+ 32.32% |
$85.2K - $93.2K
|
2.65K
$355K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
641+ 25.5% |
$84.4K - $92.3K
|
3.16K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
590+ 8.02% |
$77.7K - $85K
|
7.95K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
547+ 14.21% |
$72K - $78.8K
|
4.4K
$589K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
543+ 9.26% |
$71.5K - $78.2K
|
6.4K
$858K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
542+ 3.77% |
$71.4K - $78K
|
14.9K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
524+ 1.67% |
$69K - $75.5K
|
31.9K
$4.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
506New |
$66.6K - $72.9K
|
506
$67.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
505+ 9.69% |
$66.5K - $72.7K
|
5.72K
$766K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
502+ 1.58% |
$66.1K - $72.3K
|
32.3K
$4.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
495+ 85.49% |
$65.2K - $71.3K
|
1.07K
$144K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
487+ 0.87% |
$64.1K - $70.1K
|
56.3K
$7.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
443+ 2.66% |
$58.3K - $63.8K
|
17.1K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
439+ 10.86% |
$57.8K - $63.2K
|
4.48K
$600K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
423+ 3.91% |
$55.7K - $60.9K
|
11.2K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
412New |
$54.2K - $59.3K
|
412
$55.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
408+ 8.97% |
$53.7K - $58.8K
|
4.96K
$664K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
401+ 5.51% |
$52.8K - $57.7K
|
7.68K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
330+ 1.84% |
$43.4K - $47.5K
|
18.2K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
295+ 3.56% |
$38.8K - $42.5K
|
8.57K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
291+ 1.23% |
$38.3K - $41.9K
|
24K
$3.21M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
287New |
$37.8K - $41.3K
|
287
$38.4K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
285+ 203.57% |
$37.5K - $41K
|
425
$56.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
277+ 23.59% |
$36.5K - $39.9K
|
1.45K
$194K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
258+ 0.59% |
$34K - $37.2K
|
44K
$5.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
244+ 4.55% |
$32.1K - $35.1K
|
5.61K
$751K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
227+ 2.92% |
$29.9K - $32.7K
|
8.01K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
200+ 4.79% |
$26.3K - $28.8K
|
4.38K
$586K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
199+ 4.91% |
$26.2K - $28.7K
|
4.25K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
194+ 0.91% |
$25.5K - $27.9K
|
21.6K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
194+ 5.39% |
$25.5K - $27.9K
|
3.79K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
165New |
$21.7K - $23.8K
|
165
$22.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
147+ 2.29% |
$19.4K - $21.2K
|
6.58K
$880K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
134+ 1.64% |
$17.6K - $19.3K
|
8.28K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
124+ 3.97% |
$16.3K - $17.9K
|
3.25K
$435K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
120+ 0.46% |
$15.8K - $17.3K
|
26.3K
$3.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
117+ 0.28% |
$15.4K - $16.8K
|
42.4K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
102New |
$13.4K - $14.7K
|
102
$13.7K
|