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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
580+ 3.68% |
$76.4K - $83.5K
|
16.3K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
569+ 2.97% |
$74.9K - $81.9K
|
19.7K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
564+ 33.94% |
$74.3K - $81.2K
|
2.23K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
551New |
$72.5K - $79.3K
|
551
$73.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
547+ 14.21% |
$72K - $78.8K
|
4.4K
$590K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
543+ 9.26% |
$71.5K - $78.2K
|
6.4K
$859K
|
|
|
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
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
524+ 1.67% |
$69K - $75.5K
|
31.9K
$4.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
510+ 1.32% |
$67.1K - $73.4K
|
39.1K
$5.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
506New |
$66.6K - $72.9K
|
506
$67.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
506+ 12.2% |
$66.6K - $72.9K
|
4.65K
$624K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
505+ 9.69% |
$66.5K - $72.7K
|
5.72K
$767K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
502+ 1.58% |
$66.1K - $72.3K
|
32.3K
$4.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
500+ 29.1% |
$65.8K - $72K
|
2.22K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
498New |
$65.6K - $71.7K
|
498
$66.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
495New |
$65.2K - $71.3K
|
495
$66.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
495+ 85.49% |
$65.2K - $71.3K
|
1.07K
$144K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
492+ 1.43% |
$64.8K - $70.8K
|
35K
$4.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
490+ 2.44% |
$64.5K - $70.6K
|
20.6K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
487+ 0.87% |
$64.1K - $70.1K
|
56.3K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
470+ 2.97% |
$61.9K - $67.7K
|
16.3K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
470New |
$61.9K - $67.7K
|
470
$63K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
443+ 2.66% |
$58.3K - $63.8K
|
17.1K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
442+ 165.54% |
$58.2K - $63.6K
|
709
$95.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
439+ 10.86% |
$57.8K - $63.2K
|
4.48K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
432+ 1.29% |
$56.9K - $62.2K
|
33.9K
$4.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
426+ 4.08% |
$56.1K - $61.3K
|
10.9K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
423+ 3.91% |
$55.7K - $60.9K
|
11.2K
$1.51M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
413+ 4.22% |
$54.4K - $59.5K
|
10.2K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
412New |
$54.2K - $59.3K
|
412
$55.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
408+ 8.97% |
$53.7K - $58.8K
|
4.96K
$665K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
401+ 5.51% |
$52.8K - $57.7K
|
7.68K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
401+ 2.84% |
$52.8K - $57.7K
|
14.5K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
388+ 0.68% |
$51.1K - $55.9K
|
57.6K
$7.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
387+ 7.91% |
$51K - $55.7K
|
5.28K
$708K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
370New |
$48.7K - $53.3K
|
370
$49.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
369+ 7.73% |
$48.6K - $53.1K
|
5.15K
$690K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
361+ 5.0% |
$47.5K - $52K
|
7.59K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
355+ 2.71% |
$46.7K - $51.1K
|
13.5K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
330+ 1.84% |
$43.4K - $47.5K
|
18.2K
$2.45M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
328New |
$43.2K - $47.2K
|
328
$44K
|
|
|
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
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
300New |
$39.5K - $43.2K
|
300
$40.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
297+ 3.1% |
$39.1K - $42.8K
|
9.88K
$1.33M
|
|
|
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
$3.22M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
287New |
$37.8K - $41.3K
|
287
$38.5K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
285+ 203.57% |
$37.5K - $41K
|
425
$57K
|