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 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
12.1K+ 303.83% |
$1.59M - $1.74M
|
16K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.5K+ 16.45% |
$1.52M - $1.66M
|
81.6K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
10.6K+ 1.43% |
$1.4M - $1.53M
|
755K
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5K+ 1.54% |
$1.38M - $1.51M
|
692K
$92.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 5.47% |
$1.37M - $1.5M
|
200K
$26.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 11.49% |
$1.36M - $1.49M
|
101K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.3K+ 7.04% |
$1.36M - $1.49M
|
157K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
10.1KNew |
$1.34M - $1.46M
|
10.1K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
10.1K+ 2.62% |
$1.33M - $1.45M
|
395K
$53M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.72KNew |
$1.28M - $1.4M
|
9.72K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
9.64KNew |
$1.27M - $1.39M
|
9.64K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.41K+ 6.11% |
$1.24M - $1.36M
|
163K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.13K+ 129.08% |
$1.2M - $1.32M
|
16.2K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9K+ 29.31% |
$1.18M - $1.3M
|
39.7K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.79K+ 17.5% |
$1.16M - $1.27M
|
59K
$7.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
8.6KNew |
$1.13M - $1.24M
|
8.6K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
8.28KNew |
$1.09M - $1.19M
|
8.28K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.1KNew |
$1.07M - $1.17M
|
8.1K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.78K+ 234.96% |
$1.02M - $1.12M
|
11.1K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
7.14KNew |
$940K - $1.03M
|
7.14K
$957K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.91K+ 27.99% |
$910K - $995K
|
31.6K
$4.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.86KNew |
$903K - $987K
|
6.86K
$919K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.82K+ 10.02% |
$897K - $982K
|
74.8K
$10M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.8K+ 14.33% |
$896K - $979K
|
54.3K
$7.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
6.62KNew |
$872K - $953K
|
6.62K
$888K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
6.57KNew |
$864K - $945K
|
6.57K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.51K+ 1.57% |
$857K - $937K
|
420K
$56.3M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6.43KNew |
$847K - $926K
|
6.43K
$863K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.36K+ 89.32% |
$838K - $916K
|
13.5K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
6.17KNew |
$813K - $889K
|
6.17K
$828K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
6.01KNew |
$791K - $865K
|
6.01K
$806K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.89KNew |
$775K - $848K
|
5.89K
$790K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.63K+ 18.29% |
$741K - $811K
|
36.4K
$4.88M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.6K+ 1.54% |
$737K - $806K
|
369K
$49.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
5.6KNew |
$737K - $806K
|
5.6K
$751K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
5.56KNew |
$732K - $801K
|
5.56K
$746K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
5.55KNew |
$730K - $798K
|
5.55K
$744K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.48KNew |
$722K - $790K
|
5.48K
$736K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
5.22KNew |
$688K - $752K
|
5.22K
$701K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.09KNew |
$670K - $733K
|
5.09K
$683K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.86K+ 5.78% |
$640K - $700K
|
88.9K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.79K+ 33.62% |
$630K - $689K
|
19K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
4.78K+ 8.97% |
$629K - $688K
|
58.1K
$7.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.7K+ 7.03% |
$618K - $676K
|
71.6K
$9.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.68K+ 4.61% |
$616K - $674K
|
106K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.56KNew |
$600K - $657K
|
4.56K
$612K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.56K+ 0.85% |
$600K - $657K
|
542K
$72.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.55K+ 5.32% |
$599K - $655K
|
90.1K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.46KNew |
$587K - $642K
|
4.46K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.41K+ 92.26% |
$581K - $635K
|
9.2K
$1.23M
|