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 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-113- 3.5% |
$14.9K - $16.3K
|
3.12K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-125- 0.7% |
$16.5K - $18K
|
17.6K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-144- 5.17% |
$19K - $20.7K
|
2.64K
$354K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-151- 5.02% |
$19.9K - $21.7K
|
2.86K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-152- 8.03% |
$20K - $21.9K
|
1.74K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-155- 1.5% |
$20.4K - $22.3K
|
10.2K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-158- 3.14% |
$20.8K - $22.8K
|
4.87K
$652K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-165- 3.28% |
$21.7K - $23.8K
|
4.86K
$651K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-165- 33.88% |
$21.7K - $23.8K
|
322
$43.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-171- 0.27% |
$22.5K - $24.6K
|
62.1K
$8.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-191- 8.71% |
$25.1K - $27.5K
|
2K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-193- 9.09% |
$25.4K - $27.8K
|
1.93K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-195- 3.68% |
$25.7K - $28.1K
|
5.11K
$684K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-196- 6.93% |
$25.8K - $28.2K
|
2.63K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-200- 74.07% |
$26.3K - $28.8K
|
70
$9.37K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-200- 32.05% |
$26.3K - $28.8K
|
424
$56.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-206- 3.09% |
$27.1K - $29.7K
|
6.47K
$866K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-208- 4.15% |
$27.4K - $30K
|
4.81K
$644K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-209- 5.13% |
$27.5K - $30.1K
|
3.86K
$517K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-218- 0.3% |
$28.7K - $31.4K
|
72.3K
$9.68M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-219- 3.82% |
$28.8K - $31.5K
|
5.52K
$739K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-219- 1.84% |
$28.8K - $31.5K
|
11.7K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-220- 6.4% |
$29K - $31.7K
|
3.22K
$431K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-236- 0.9% |
$31.1K - $34K
|
25.9K
$3.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-242- 2.7% |
$31.9K - $34.8K
|
8.72K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-253- 3.54% |
$33.3K - $36.4K
|
6.9K
$924K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-261- 4.51% |
$34.4K - $37.6K
|
5.53K
$740K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-262- 6.06% |
$34.5K - $37.7K
|
4.06K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-274- 3.99% |
$36.1K - $39.5K
|
6.59K
$882K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-280- 4.19% |
$36.9K - $40.3K
|
6.41K
$858K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-285- 67.06% |
$37.5K - $41K
|
140
$18.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-289- 1.88% |
$38K - $41.6K
|
15.1K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-294- 5.41% |
$38.7K - $42.3K
|
5.14K
$688K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-315- 8.87% |
$41.5K - $45.4K
|
3.24K
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-319- 9.76% |
$42K - $45.9K
|
2.95K
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-330- 14.1% |
$43.4K - $47.5K
|
2.01K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-335- 4.29% |
$44.1K - $48.2K
|
7.48K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-340- 2.27% |
$44.8K - $49K
|
14.7K
$1.96M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-351- 3.34% |
$46.2K - $50.5K
|
10.1K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-365- 13.04% |
$48.1K - $52.6K
|
2.44K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-390- 3.5% |
$51.3K - $56.2K
|
10.8K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-399- 3.06% |
$52.5K - $57.5K
|
12.6K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-425- 11.34% |
$56K - $61.2K
|
3.32K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-445- 15.53% |
$58.6K - $64.1K
|
2.42K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-450- 14.28% |
$59.2K - $64.8K
|
2.7K
$362K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-458- 10.82% |
$60.3K - $66K
|
3.77K
$505K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-474- 3.27% |
$62.4K - $68.3K
|
14K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-474- 2.7% |
$62.4K - $68.3K
|
17.1K
$2.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-497- 0.14% |
$65.4K - $71.6K
|
363K
$48.6M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-500- 7.47% |
$65.8K - $72K
|
6.19K
$829K
|