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 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-310- 6.91% |
$37.9K - $40.7K
|
4.18K
$581K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-311- 7.66% |
$38K - $40.8K
|
3.75K
$521K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-318- 10.38% |
$38.9K - $41.7K
|
2.75K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-320- 0.62% |
$39.1K - $42K
|
51.2K
$7.12M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-323- 23.51% |
$39.5K - $42.4K
|
1.05K
$146K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-328- 1.0% |
$40.1K - $43K
|
32.5K
$4.52M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-331- 12.78% |
$40.5K - $43.4K
|
2.26K
$314K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-333- 5.14% |
$40.7K - $43.7K
|
6.14K
$854K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-335- 5.54% |
$41K - $44K
|
5.71K
$794K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-336- 3.32% |
$41.1K - $44.1K
|
9.79K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-343- 0.96% |
$41.9K - $45K
|
35.6K
$4.94M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-343- 6.97% |
$41.9K - $45K
|
4.58K
$636K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-350- 2.96% |
$42.8K - $45.9K
|
11.5K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-350- 43.75% |
$42.8K - $45.9K
|
450
$62.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-351- 44.88% |
$42.9K - $46.1K
|
431
$59.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-358- 17.02% |
$43.8K - $47K
|
1.75K
$243K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-359- 9.81% |
$43.9K - $47.1K
|
3.3K
$459K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-360- 46.94% |
$44K - $47.2K
|
407
$56.6K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-365- 0.6% |
$44.6K - $47.9K
|
60.7K
$8.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-365- 3.05% |
$44.6K - $47.9K
|
11.6K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-367- 43.69% |
$44.9K - $48.2K
|
473
$65.8K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-372- 18.46% |
$45.5K - $48.8K
|
1.64K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-388- 3.09% |
$47.4K - $50.9K
|
12.2K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-389- 11.49% |
$47.6K - $51.1K
|
3K
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-392- 10.27% |
$47.9K - $51.4K
|
3.42K
$476K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-400- 8.88% |
$48.9K - $52.5K
|
4.1K
$571K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-404- 1.52% |
$49.4K - $53K
|
26.2K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-408- 15.43% |
$49.9K - $53.5K
|
2.24K
$311K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-412- 59.2% |
$50.4K - $54.1K
|
284
$39.5K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-417- 0.85% |
$51K - $54.7K
|
48.9K
$6.8M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-423- 2.84% |
$51.7K - $55.5K
|
14.5K
$2.01M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-438- 2.04% |
$53.6K - $57.5K
|
21K
$2.93M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-450- 9.68% |
$55K - $59.1K
|
4.2K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-450- 16.56% |
$55K - $59.1K
|
2.27K
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-451- 21.35% |
$55.1K - $59.2K
|
1.66K
$231K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-458- 2.53% |
$56K - $60.1K
|
17.7K
$2.46M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-475- 90.82% |
$58.1K - $62.3K
|
48
$6.67K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-482- 1.19% |
$58.9K - $63.3K
|
40.1K
$5.57M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-486- 4.72% |
$59.4K - $63.8K
|
9.82K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-488- 2.63% |
$59.7K - $64K
|
18.1K
$2.51M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-488- 14.4% |
$59.7K - $64K
|
2.9K
$403K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-493- 0.23% |
$60.3K - $64.7K
|
211K
$29.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-496- 8.89% |
$60.7K - $65.1K
|
5.08K
$707K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-498- 26.63% |
$60.9K - $65.4K
|
1.37K
$191K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-500- 11.35% |
$61.1K - $65.6K
|
3.91K
$543K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 15.03% |
$61.1K - $65.6K
|
2.83K
$393K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-502- 21.95% |
$61.4K - $65.9K
|
1.79K
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-510- 6.33% |
$62.4K - $66.9K
|
7.55K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-512- 5.86% |
$62.6K - $67.2K
|
8.23K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-527- 2.95% |
$64.4K - $69.2K
|
17.3K
$2.41M
|