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 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
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.25K- 1.33% |
$165K - $180K
|
92.9K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.26K- 14.26% |
$165K - $181K
|
7.56K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.3K- 4.75% |
$171K - $187K
|
26.1K
$3.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.3K- 15.48% |
$171K - $187K
|
7.09K
$949K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.31K- 21.22% |
$172K - $188K
|
4.85K
$649K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.4K- 28.65% |
$184K - $202K
|
3.49K
$466K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-1.48K- 3.51% |
$194K - $213K
|
40.6K
$5.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.51K- 0.78% |
$198K - $217K
|
192K
$25.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.52K- 13.54% |
$200K - $219K
|
9.7K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.59K- 2.95% |
$210K - $230K
|
52.5K
$7.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.07K- 34.61% |
$273K - $299K
|
3.92K
$524K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-2.12K- 10.31% |
$279K - $305K
|
18.4K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 16.39% |
$280K - $306K
|
10.8K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.23K- 4.8% |
$294K - $321K
|
44.3K
$5.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.3K- 7.85% |
$303K - $331K
|
27K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.3K- 99.91% |
$303K - $331K
|
2
$268
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.49K- 20.71% |
$328K - $359K
|
9.53K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.65K- 0.25% |
$348K - $381K
|
1.06M
$141M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.72K- 27.38% |
$358K - $392K
|
7.21K
$965K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.73K- 3.01% |
$359K - $393K
|
87.8K
$11.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.73K- 10.97% |
$359K - $393K
|
22.2K
$2.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.09K- 78.74% |
$407K - $445K
|
835
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4.08K- 48.06% |
$537K - $587K
|
4.41K
$590K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-4.39K- 9.98% |
$577K - $632K
|
39.6K
$5.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-5.4K- 11.89% |
$711K - $778K
|
40K
$5.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.18K- 6.64% |
$814K - $890K
|
86.9K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.55K- 27.08% |
$994K - $1.09M
|
20.3K
$2.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.7K- 1.99% |
$1.41M - $1.55M
|
529K
$70.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.2K- 9.86% |
$1.87M - $2.05M
|
130K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-15.7K- 23.43% |
$2.07M - $2.26M
|
51.3K
$6.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-23.3K- 79.43% |
$3.07M - $3.36M
|
6.05K
$809K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.16M- 99.12% |
$153M - $168M
|
10.3K
$1.38M
|