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 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.4K+ 9.53% |
$579K - $633K
|
50.5K
$6.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
4.39KNew |
$578K - $632K
|
4.39K
$589K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
4.24K+ 162.01% |
$559K - $611K
|
6.86K
$920K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.23KNew |
$557K - $609K
|
4.23K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.1K+ 2.39% |
$539K - $590K
|
176K
$23.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.06K+ 18.02% |
$535K - $585K
|
26.6K
$3.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.93KNew |
$517K - $566K
|
3.93K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.91K+ 38.78% |
$514K - $562K
|
14K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.83KNew |
$504K - $551K
|
3.83K
$513K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.82KNew |
$502K - $549K
|
3.82K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.78K+ 6.24% |
$498K - $544K
|
64.3K
$8.63M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.74K+ 1.09% |
$493K - $539K
|
348K
$46.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.49K+ 1.3% |
$459K - $502K
|
272K
$36.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.44KNew |
$453K - $495K
|
3.44K
$461K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.43K+ 81.68% |
$451K - $494K
|
7.63K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.42KNew |
$451K - $493K
|
3.42K
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
3.33KNew |
$438K - $479K
|
3.33K
$446K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
3.32KNew |
$437K - $478K
|
3.32K
$445K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.31KNew |
$436K - $477K
|
3.31K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.31KNew |
$435K - $476K
|
3.31K
$443K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.3K+ 196.84% |
$434K - $475K
|
4.97K
$667K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.27KNew |
$431K - $471K
|
3.27K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3.23K+ 466.62% |
$425K - $465K
|
3.92K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.1KNew |
$409K - $447K
|
3.1K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.09K+ 0.83% |
$407K - $445K
|
377K
$50.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
BUY
|
- |
3.05KNew |
$401K - $438K
|
3.05K
$408K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.04KNew |
$401K - $438K
|
3.04K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.98KNew |
$393K - $429K
|
2.98K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.94KNew |
$387K - $423K
|
2.94K
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.92KNew |
$385K - $421K
|
2.92K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
2.92KNew |
$384K - $420K
|
2.92K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.92KNew |
$384K - $420K
|
2.92K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.89KNew |
$381K - $416K
|
2.89K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.89K+ 4.84% |
$381K - $416K
|
62.6K
$8.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2.83K+ 8.45% |
$372K - $407K
|
36.3K
$4.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.75KNew |
$362K - $396K
|
2.75K
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.72KNew |
$357K - $391K
|
2.72K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
2.65KNew |
$349K - $382K
|
2.65K
$355K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.57KNew |
$338K - $370K
|
2.57K
$345K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.56KNew |
$337K - $369K
|
2.56K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.52KNew |
$332K - $363K
|
2.52K
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.51K+ 15.62% |
$330K - $361K
|
18.6K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.45KNew |
$322K - $352K
|
2.45K
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.43K+ 13.25% |
$320K - $350K
|
20.8K
$2.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.41K+ 20.8% |
$318K - $348K
|
14K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.41K+ 7.63% |
$318K - $348K
|
34K
$4.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.41K+ 0.82% |
$317K - $347K
|
298K
$39.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.37KNew |
$312K - $342K
|
2.37K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.29KNew |
$302K - $330K
|
2.29K
$307K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.14KNew |
$282K - $308K
|
2.14K
$287K
|