Purchases and Sales Made in Q4 2024 in Spdr Series Tr Spdr S&P Divide (SDY)

SDY Quotes by TradingView

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 05, 2025 Q4 2024
Modera Wealth Management, LLC

BUY
 -
100
+ 1.91%
$13.2K - $14.4K
5.34K $717K
Jan 23, 2025 Q4 2024
Old Second National Bank Of Aurora

BUY
 -
100
New
$13.2K - $14.4K
100 $13.4K
Jan 16, 2025 Q4 2024
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
98
+ 1.98%
$12.9K - $14.1K
5.06K $678K
Jan 30, 2025 Q4 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
97
+ 6.12%
$12.8K - $14K
1.68K $226K
Feb 13, 2025 Q4 2024
Belpointe Asset Management LLC

BUY
 -
96
+ 0.63%
$12.6K - $13.8K
15.3K $2.05M
Apr 01, 2025 Q4 2024
High Note Wealth, LLC

Deephaven, MN
BUY
 -
93
New
$12.2K - $13.4K
93 $12.5K
Jan 16, 2025 Q4 2024
Smart Money Group LLC

BUY
 -
86
+ 0.69%
$11.3K - $12.4K
12.5K $1.68M
Jan 27, 2025 Q4 2024
Long Run Wealth Advisors, LLC

BUY
 -
86
+ 0.6%
$11.3K - $12.4K
14.4K $1.93M
Feb 07, 2025 Q4 2024
Rebalance, LLC

Palo Alto, CA
BUY
 -
85
+ 0.78%
$11.2K - $12.2K
11K $1.47M
Feb 12, 2025 Q4 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
80
+ 0.71%
$10.5K - $11.5K
11.4K $1.52M
Feb 11, 2025 Q4 2024
Runnymede Capital Advisors, Inc.

Dublin, OH
BUY
 -
77
New
$10.1K - $11.1K
77 $10.3K
Jan 23, 2025 Q4 2024
N.E.W. Advisory Services LLC

BUY
 -
76
+ 1.11%
$10K - $10.9K
6.92K $928K
Jan 29, 2025 Q4 2024
Avidian Wealth Solutions, LLC

BUY
 -
76
+ 4.93%
$10K - $10.9K
1.62K $217K
Jan 23, 2025 Q4 2024
China Universal Asset Management Co., Ltd.

Shanghai, F4
BUY
 -
75
New
$9.87K - $10.8K
75 $10.1K
Jan 15, 2025 Q4 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
74
+ 0.69%
$9.74K - $10.7K
10.7K $1.44M
Jan 29, 2025 Q4 2024
Intelligence Driven Advisers, LLC

BUY
 -
69
+ 3.25%
$9.08K - $9.94K
2.19K $294K
Feb 10, 2025 Q4 2024
Forbes Financial Planning, Inc.

East Greenwich, RI
BUY
 -
69
+ 0.18%
$9.08K - $9.94K
38.9K $5.21M
Feb 07, 2025 Q4 2024
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
68
+ 0.37%
$8.95K - $9.79K
18.3K $2.45M
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
67
New
$8.82K - $9.65K
67 $8.99K
Jan 30, 2025 Q4 2024
Valmark Advisers, Inc.

BUY
 -
67
+ 0.49%
$8.82K - $9.65K
13.8K $1.85M
Jan 23, 2025 Q4 2024
Busey Wealth Management

BUY
 -
66
+ 4.4%
$8.69K - $9.5K
1.57K $210K
Feb 07, 2025 Q4 2024
Cascade Financial Partners, LLC

San Diego, CA
BUY
 -
66
+ 1.21%
$8.69K - $9.5K
5.54K $742K
Jan 22, 2025 Q4 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
65
+ 1.41%
$8.56K - $9.36K
4.68K $628K
Mar 06, 2025 Q4 2024
Copia Wealth Management

Bend, OR
BUY
 -
64
New
$8.43K - $9.22K
64 $8.58K
Feb 12, 2025 Q4 2024
Prudent Man Investment Management, Inc.

Louisville, CO
BUY
 -
63
New
$8.29K - $9.07K
63 $8.45K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
61
+ 1.24%
$8.03K - $8.78K
5K $671K
Feb 11, 2025 Q4 2024
Ballast Advisors LLC

BUY
 -
60
+ 3.66%
$7.9K - $8.64K
1.7K $228K
Feb 10, 2025 Q4 2024
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
56
+ 1.41%
$7.37K - $8.06K
4.03K $540K
Feb 10, 2025 Q4 2024
Compass Ion Advisors, LLC

BUY
 -
55
+ 0.59%
$7.24K - $7.92K
9.44K $1.27M
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
55
+ 3.49%
$7.24K - $7.92K
1.63K $219K
Feb 03, 2025 Q4 2024
Pacific Sun Financial Corp

BUY
 -
55
+ 0.59%
$7.24K - $7.92K
9.33K $1.25M
Jan 30, 2025 Q4 2024
Everhart Financial Group, Inc.

BUY
 -
52
+ 3.5%
$6.85K - $7.49K
1.54K $206K
Feb 05, 2025 Q4 2024
West Michigan Advisors, LLC

Holland, MI
BUY
 -
52
+ 2.24%
$6.85K - $7.49K
2.37K $318K
Feb 12, 2025 Q4 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
52
+ 0.18%
$6.85K - $7.49K
29.2K $3.91M
Feb 11, 2025 Q4 2024
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
51
+ 0.12%
$6.71K - $7.34K
42K $5.63M
Jan 15, 2025 Q4 2024
Butensky & Cohen Financial Security, Inc

BUY
 -
49
+ 0.59%
$6.45K - $7.06K
8.33K $1.12M
Jan 30, 2025 Q4 2024
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
47
+ 2.54%
$6.19K - $6.77K
1.9K $254K
Jan 27, 2025 Q4 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
45
+ 1.42%
$5.92K - $6.48K
3.21K $431K
Feb 14, 2025 Q4 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
44
+ 0.42%
$5.79K - $6.34K
10.5K $1.41M
Feb 03, 2025 Q4 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
43
+ 1.77%
$5.66K - $6.19K
2.47K $331K
Feb 14, 2025 Q4 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
42
+ 0.55%
$5.53K - $6.05K
7.7K $1.03M
Feb 11, 2025 Q4 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
41
+ 0.76%
$5.4K - $5.9K
5.41K $726K
Feb 14, 2025 Q4 2024
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
41
+ 1.99%
$5.4K - $5.9K
2.1K $282K
Jan 13, 2025 Q4 2024
Marcum Wealth, LLC

BUY
 -
41
+ 1.77%
$5.4K - $5.9K
2.36K $317K
Feb 10, 2025 Q4 2024
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
41
+ 1.75%
$5.4K - $5.9K
2.39K $320K
Feb 14, 2025 Q4 2024
Canal Capital Management, LLC

BUY
 -
38
+ 0.96%
$5K - $5.47K
4.02K $539K
Feb 25, 2025 Q4 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
38
New
$5K - $5.47K
38 $5.1K
Jan 17, 2025 Q4 2024
Seneca House Advisors

BUY
 -
37
+ 2.36%
$4.87K - $5.33K
1.6K $215K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
36
+ 0.08%
$4.74K - $5.18K
42.5K $5.69M

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