Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-93- 1.72% |
$11.4K - $12.2K
|
5.31K
$738K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-95- 0.75% |
$11.6K - $12.5K
|
12.6K
$1.76M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-97- 2.03% |
$11.9K - $12.7K
|
4.68K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-99- 3.86% |
$12.1K - $13K
|
2.47K
$343K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-99- 5.03% |
$12.1K - $13K
|
1.87K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-100- 1.58% |
$12.2K - $13.1K
|
6.23K
$866K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-100- 37.31% |
$12.2K - $13.1K
|
168
$23.4K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-100- 0.85% |
$12.2K - $13.1K
|
11.7K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-100- 0.31% |
$12.2K - $13.1K
|
32K
$4.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100- 0.61% |
$12.2K - $13.1K
|
16.4K
$2.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-103- 1.53% |
$12.6K - $13.5K
|
6.64K
$924K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-105- 5.78% |
$12.8K - $13.8K
|
1.71K
$238K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-106- 1.79% |
$13K - $13.9K
|
5.82K
$809K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-107- 2.35% |
$13.1K - $14K
|
4.45K
$619K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-108- 1.88% |
$13.2K - $14.2K
|
5.64K
$785K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-108- 5.56% |
$13.2K - $14.2K
|
1.84K
$255K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-110- 49.55% |
$13.5K - $14.4K
|
112
$15.6K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-115- 4.84% |
$14.1K - $15.1K
|
2.26K
$314K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-117- 6.12% |
$14.3K - $15.4K
|
1.8K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-118- 5.92% |
$14.4K - $15.5K
|
1.87K
$261K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-121- 3.34% |
$14.8K - $15.9K
|
3.5K
$487K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-123- 2.3% |
$15K - $16.1K
|
5.23K
$728K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-126- 2.46% |
$15.4K - $16.5K
|
5K
$696K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-133- 17.66% |
$16.3K - $17.5K
|
620
$86.2K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-137- 5.25% |
$16.8K - $18K
|
2.47K
$344K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-140- 4.25% |
$17.1K - $18.4K
|
3.16K
$439K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-140- 4.46% |
$17.1K - $18.4K
|
3K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-145- 7.23% |
$17.7K - $19K
|
1.86K
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-145- 2.47% |
$17.7K - $19K
|
5.72K
$796K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-150- 3.48% |
$18.3K - $19.7K
|
4.16K
$578K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-150- 6.89% |
$18.3K - $19.7K
|
2.03K
$282K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-153- 0.81% |
$18.7K - $20.1K
|
18.7K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-154- 4.7% |
$18.8K - $20.2K
|
3.13K
$435K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-155- 35.8% |
$19K - $20.3K
|
278
$38.7K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-156- 9.51% |
$19.1K - $20.5K
|
1.49K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-159- 2.95% |
$19.4K - $20.9K
|
5.24K
$728K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-160- 3.99% |
$19.6K - $21K
|
3.85K
$536K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-160- 5.91% |
$19.6K - $21K
|
2.55K
$354K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-161- 1.45% |
$19.7K - $21.1K
|
10.9K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-161- 4.07% |
$19.7K - $21.1K
|
3.8K
$528K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-163- 2.46% |
$19.9K - $21.4K
|
6.46K
$898K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-165- 6.69% |
$20.2K - $21.7K
|
2.3K
$320K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-170- 1.2% |
$20.8K - $22.3K
|
14K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-170- 3.3% |
$20.8K - $22.3K
|
4.98K
$692K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-170- 13.71% |
$20.8K - $22.3K
|
1.07K
$149K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-172- 2.8% |
$21K - $22.6K
|
5.97K
$830K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-172- 2.46% |
$21K - $22.6K
|
6.83K
$949K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-175- 3.58% |
$21.4K - $23K
|
4.72K
$656K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-178- 1.63% |
$21.8K - $23.4K
|
10.8K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-178- 1.32% |
$21.8K - $23.4K
|
13.3K
$1.85M
|