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 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
797+ 1.7% |
$105K - $115K
|
47.7K
$6.37M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
775+ 1.39% |
$102K - $112K
|
56.4K
$7.54M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
765New |
$101K - $110K
|
765
$102K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
681+ 5.32% |
$89.7K - $98.1K
|
13.5K
$1.8M
|
|
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
$354K
|
|
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
$588K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
543+ 9.26% |
$71.5K - $78.2K
|
6.4K
$856K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
542+ 3.77% |
$71.4K - $78K
|
14.9K
$2M
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
536+ 1.88% |
$70.6K - $77.2K
|
29.1K
$3.89M
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
524+ 1.67% |
$69K - $75.5K
|
31.9K
$4.26M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
506New |
$66.6K - $72.9K
|
506
$67.6K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
505+ 9.69% |
$66.5K - $72.7K
|
5.72K
$764K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
502+ 1.58% |
$66.1K - $72.3K
|
32.3K
$4.32M
|
|
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
$7.52M
|
|
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
$599K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
423+ 3.91% |
$55.7K - $60.9K
|
11.2K
$1.5M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
412New |
$54.2K - $59.3K
|
412
$55.1K
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
408+ 8.97% |
$53.7K - $58.8K
|
4.96K
$662K
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
401+ 5.51% |
$52.8K - $57.7K
|
7.68K
$1.03M
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
370New |
$48.7K - $53.3K
|
370
$49.5K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
361+ 5.0% |
$47.5K - $52K
|
7.59K
$1.01M
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
330+ 1.84% |
$43.4K - $47.5K
|
18.2K
$2.44M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
319+ 0.38% |
$42K - $45.9K
|
83.4K
$11.2M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
314+ 16.47% |
$41.3K - $45.2K
|
2.22K
$297K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
297+ 3.1% |
$39.1K - $42.8K
|
9.88K
$1.32M
|
|
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
$56.8K
|
|
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
$5.88M
|
|
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
$750K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
235New |
$30.9K - $33.8K
|
235
$31.4K
|
|
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
$585K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
199+ 4.91% |
$26.2K - $28.7K
|
4.25K
$568K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
194+ 5.39% |
$25.5K - $27.9K
|
3.79K
$507K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
194+ 0.91% |
$25.5K - $27.9K
|
21.6K
$2.89M
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
176+ 3.37% |
$23.2K - $25.3K
|
5.41K
$722K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
168+ 7.72% |
$22.1K - $24.2K
|
2.35K
$313K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
165New |
$21.7K - $23.8K
|
165
$22.1K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
158New |
$20.8K - $22.8K
|
158
$21.1K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
147+ 2.29% |
$19.4K - $21.2K
|
6.58K
$879K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
134+ 1.64% |
$17.6K - $19.3K
|
8.28K
$1.11M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
125+ 164.47% |
$16.5K - $18K
|
201
$26.9K
|