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 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-274- 3.99% |
$36.1K - $39.5K
|
6.59K
$881K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-280- 4.19% |
$36.9K - $40.3K
|
6.41K
$857K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-285- 7.14% |
$37.5K - $41K
|
3.71K
$496K
|
|
|
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 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-290- 1.65% |
$38.2K - $41.8K
|
17.3K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-294- 5.41% |
$38.7K - $42.3K
|
5.14K
$688K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-296- 15.43% |
$39K - $42.6K
|
1.62K
$217K
|
|
|
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
$444K
|
|
|
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
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-458- 10.82% |
$60.3K - $66K
|
3.77K
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-474- 2.7% |
$62.4K - $68.3K
|
17.1K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-474- 3.27% |
$62.4K - $68.3K
|
14K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-493- 1.16% |
$64.9K - $71K
|
41.8K
$5.6M
|
|
|
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
$828K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-540- 1.92% |
$71.1K - $77.8K
|
27.5K
$3.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-545- 2.6% |
$71.8K - $78.5K
|
20.5K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-560- 17.1% |
$73.7K - $80.6K
|
2.72K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-568- 18.08% |
$74.8K - $81.8K
|
2.57K
$344K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-574- 20.94% |
$75.6K - $82.7K
|
2.17K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-574- 1.73% |
$75.6K - $82.7K
|
32.5K
$4.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-581- 41.98% |
$76.5K - $83.7K
|
803
$107K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-698- 3.78% |
$91.9K - $101K
|
17.8K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-722- 7.08% |
$95.1K - $104K
|
9.48K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-776- 5.54% |
$102K - $112K
|
13.2K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-780- 10.02% |
$103K - $112K
|
7.01K
$937K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-890- 3.17% |
$117K - $128K
|
27.2K
$3.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-935- 3.15% |
$123K - $135K
|
28.7K
$3.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-967- 0.88% |
$127K - $139K
|
109K
$14.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-1K- 1.12% |
$132K - $145K
|
89K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.02K- 21.6% |
$134K - $146K
|
3.69K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.02K- 8.67% |
$135K - $147K
|
10.8K
$1.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.03K- 4.33% |
$136K - $149K
|
22.8K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.07K- 0.6% |
$141K - $154K
|
177K
$23.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.1K- 2.4% |
$144K - $158K
|
44.6K
$5.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.11K- 2.69% |
$146K - $160K
|
40.1K
$5.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.15K- 23.12% |
$151K - $165K
|
3.81K
$509K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.22K- 16.12% |
$160K - $175K
|
6.32K
$846K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.22K- 2.01% |
$161K - $176K
|
59.5K
$7.97M
|