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 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
35+ 0.65% |
$4.61K - $5.04K
|
5.44K
$729K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
33+ 0.75% |
$4.34K - $4.75K
|
4.46K
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.37% |
$4.34K - $4.75K
|
8.95K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
32+ 1.18% |
$4.21K - $4.61K
|
2.75K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
31+ 0.56% |
$4.08K - $4.46K
|
5.58K
$748K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
31New |
$4.08K - $4.46K
|
31
$4.16K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
30+ 0.32% |
$3.95K - $4.32K
|
9.37K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
29+ 0.08% |
$3.82K - $4.18K
|
36.7K
$4.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28+ 0.51% |
$3.69K - $4.03K
|
5.51K
$739K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
27+ 0.37% |
$3.55K - $3.89K
|
7.28K
$976K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
24+ 0.41% |
$3.16K - $3.46K
|
5.83K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.79% |
$3.16K - $3.46K
|
3.07K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
24+ 0.96% |
$3.16K - $3.46K
|
2.53K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
23+ 0.65% |
$3.03K - $3.31K
|
3.55K
$476K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
22New |
$2.9K - $3.17K
|
22
$2.95K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
22New |
$2.9K - $3.17K
|
22
$2.95K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.33% |
$2.76K - $3.02K
|
6.42K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20+ 0.53% |
$2.63K - $2.88K
|
3.82K
$512K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
20+ 0.52% |
$2.63K - $2.88K
|
3.9K
$523K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
19+ 0.2% |
$2.5K - $2.74K
|
9.52K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
19+ 0.29% |
$2.5K - $2.74K
|
6.56K
$880K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17+ 0.35% |
$2.24K - $2.45K
|
4.88K
$654K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17+ 3.0% |
$2.24K - $2.45K
|
584
$78.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
15+ 0.96% |
$1.97K - $2.16K
|
1.58K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15+ 0.81% |
$1.97K - $2.16K
|
1.87K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
15+ 0.79% |
$1.97K - $2.16K
|
1.91K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
14+ 0.17% |
$1.84K - $2.02K
|
8.24K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
14+ 0.7% |
$1.84K - $2.02K
|
2.02K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
14+ 0.12% |
$1.84K - $2.02K
|
11.4K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
14+ 0.14% |
$1.84K - $2.02K
|
10.4K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
13+ 0.7% |
$1.71K - $1.87K
|
1.88K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
13+ 0.79% |
$1.71K - $1.87K
|
1.65K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
12+ 0.68% |
$1.58K - $1.73K
|
1.78K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
12+ 0.46% |
$1.58K - $1.73K
|
2.64K
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11+ 0.42% |
$1.45K - $1.58K
|
2.6K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
11+ 0.71% |
$1.45K - $1.58K
|
1.57K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 0.24% |
$1.32K - $1.44K
|
4.2K
$563K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.1% |
$1.32K - $1.44K
|
9.64K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.24% |
$1.32K - $1.44K
|
4.25K
$570K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
10+ 0.54% |
$1.32K - $1.44K
|
1.86K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9+ 0.1% |
$1.18K - $1.3K
|
9.12K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
9+ 0.03% |
$1.18K - $1.3K
|
25.9K
$3.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9+ 0.15% |
$1.18K - $1.3K
|
6.17K
$827K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9+ 0.7% |
$1.18K - $1.3K
|
1.3K
$174K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
7+ 0.08% |
$922 - $1.01K
|
8.97K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.28% |
$922 - $1.01K
|
2.47K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6+ 0.76% |
$790 - $864
|
794
$106K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.72% |
$790 - $864
|
841
$113K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
6+ 0.36% |
$790 - $864
|
1.68K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
6+ 0.22% |
$790 - $864
|
2.73K
$366K
|