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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28+ 0.51% |
$3.69K - $4.03K
|
5.51K
$748K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
27+ 0.37% |
$3.55K - $3.89K
|
7.28K
$988K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.79% |
$3.16K - $3.46K
|
3.07K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
24+ 0.96% |
$3.16K - $3.46K
|
2.53K
$344K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
24+ 0.41% |
$3.16K - $3.46K
|
5.83K
$792K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
23+ 0.65% |
$3.03K - $3.31K
|
3.55K
$482K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
22New |
$2.9K - $3.17K
|
22
$2.99K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
22New |
$2.9K - $3.17K
|
22
$2.99K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.33% |
$2.76K - $3.02K
|
6.42K
$872K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20+ 0.53% |
$2.63K - $2.88K
|
3.82K
$518K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
20+ 0.52% |
$2.63K - $2.88K
|
3.9K
$529K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
19+ 0.29% |
$2.5K - $2.74K
|
6.56K
$891K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
19+ 0.2% |
$2.5K - $2.74K
|
9.52K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17+ 3.0% |
$2.24K - $2.45K
|
584
$79.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17+ 0.35% |
$2.24K - $2.45K
|
4.88K
$662K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15+ 0.81% |
$1.97K - $2.16K
|
1.87K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
15+ 0.96% |
$1.97K - $2.16K
|
1.58K
$214K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
15+ 0.79% |
$1.97K - $2.16K
|
1.91K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
14+ 0.7% |
$1.84K - $2.02K
|
2.02K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
14+ 0.12% |
$1.84K - $2.02K
|
11.4K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
14+ 0.14% |
$1.84K - $2.02K
|
10.4K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
14+ 0.17% |
$1.84K - $2.02K
|
8.24K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
13+ 0.7% |
$1.71K - $1.87K
|
1.88K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
13+ 0.79% |
$1.71K - $1.87K
|
1.65K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
12+ 0.68% |
$1.58K - $1.73K
|
1.78K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
12+ 0.46% |
$1.58K - $1.73K
|
2.64K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
11+ 0.71% |
$1.45K - $1.58K
|
1.57K
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11+ 0.42% |
$1.45K - $1.58K
|
2.6K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.1% |
$1.32K - $1.44K
|
9.64K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
10+ 0.54% |
$1.32K - $1.44K
|
1.86K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 0.24% |
$1.32K - $1.44K
|
4.2K
$570K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.24% |
$1.32K - $1.44K
|
4.25K
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9+ 0.1% |
$1.18K - $1.3K
|
9.12K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
9+ 0.03% |
$1.18K - $1.3K
|
25.9K
$3.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9+ 0.15% |
$1.18K - $1.3K
|
6.17K
$837K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9+ 0.7% |
$1.18K - $1.3K
|
1.3K
$176K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.28% |
$922 - $1.01K
|
2.47K
$335K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
7+ 0.08% |
$922 - $1.01K
|
8.97K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
6+ 0.22% |
$790 - $864
|
2.73K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.1% |
$790 - $864
|
6.15K
$836K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
6+ 0.37% |
$790 - $864
|
1.61K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.72% |
$790 - $864
|
841
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.09% |
$790 - $864
|
6.88K
$934K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6+ 0.76% |
$790 - $864
|
794
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
6+ 0.36% |
$790 - $864
|
1.68K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.6% |
$658 - $720
|
832
$113K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.02% |
$658 - $720
|
20.2K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.14% |
$658 - $720
|
3.51K
$477K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5+ 0.28% |
$658 - $720
|
1.77K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4+ 0.18% |
$527 - $576
|
2.26K
$306K
|