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 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-528- 6.63% |
$64.6K - $69.3K
|
7.44K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-535- 23.45% |
$65.4K - $70.2K
|
1.75K
$243K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-539- 3.14% |
$65.9K - $70.7K
|
16.6K
$2.31M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-549- 1.35% |
$67.1K - $72.1K
|
40.1K
$5.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-550- 4.37% |
$67.3K - $72.2K
|
12K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-554- 0.81% |
$67.7K - $72.7K
|
67.7K
$9.41M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-560- 1.48% |
$68.5K - $73.5K
|
37.3K
$5.19M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-565- 2.1% |
$69.1K - $74.2K
|
26.3K
$3.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-576- 93.35% |
$70.4K - $75.6K
|
41
$5.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-579- 1.05% |
$70.8K - $76K
|
54.5K
$7.58M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-580- 18.59% |
$70.9K - $76.1K
|
2.54K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-593- 14.4% |
$72.5K - $77.8K
|
3.53K
$490K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-600- 7.56% |
$73.4K - $78.7K
|
7.34K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-607- 5.58% |
$74.2K - $79.7K
|
10.3K
$1.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-616- 7.34% |
$75.3K - $80.8K
|
7.78K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-623- 13.32% |
$76.2K - $81.8K
|
4.06K
$564K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-655- 6.51% |
$80.1K - $86K
|
9.41K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-667- 6.5% |
$81.6K - $87.5K
|
9.59K
$1.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-675- 10.0% |
$82.5K - $88.6K
|
6.07K
$845K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-678- 20.97% |
$82.9K - $89K
|
2.56K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-678- 9.49% |
$82.9K - $89K
|
6.47K
$899K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-684- 7.77% |
$83.6K - $89.8K
|
8.12K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-692- 5.79% |
$84.6K - $90.8K
|
11.3K
$1.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-696- 22.72% |
$85.1K - $91.3K
|
2.37K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-697- 0.7% |
$85.2K - $91.5K
|
98.9K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-697- 1.92% |
$85.2K - $91.5K
|
35.5K
$4.94M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-700- 41.13% |
$85.6K - $91.9K
|
1K
$139K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-701- 17.76% |
$85.7K - $92K
|
3.25K
$451K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-704- 1.48% |
$86.1K - $92.4K
|
46.8K
$6.51M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-731- 2.78% |
$89.4K - $95.9K
|
25.5K
$3.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-750- 27.33% |
$91.7K - $98.4K
|
1.99K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-757- 7.26% |
$92.6K - $99.3K
|
9.68K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-757- 32.55% |
$92.6K - $99.3K
|
1.57K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-775- 11.6% |
$94.8K - $102K
|
5.91K
$822K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-777- 33.51% |
$95K - $102K
|
1.54K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-777- 1.13% |
$95K - $102K
|
67.9K
$9.45M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-792- 4.74% |
$96.8K - $104K
|
15.9K
$2.21M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-795- 31.01% |
$97.2K - $104K
|
1.77K
$246K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-808- 6.03% |
$98.8K - $106K
|
12.6K
$1.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-811- 12.01% |
$99.2K - $106K
|
5.94K
$826K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-813- 14.78% |
$99.4K - $107K
|
4.69K
$652K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-821- 6.7% |
$100K - $108K
|
11.4K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-836- 2.76% |
$102K - $110K
|
29.4K
$4.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-842- 0.87% |
$103K - $111K
|
96.2K
$13.4M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-860- 5.0% |
$105K - $113K
|
16.3K
$2.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-883- 1.84% |
$108K - $116K
|
47K
$6.53M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-895- 6.48% |
$109K - $117K
|
12.9K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-900- 7.93% |
$110K - $118K
|
10.4K
$1.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-900- 27.07% |
$110K - $118K
|
2.43K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-906- 3.87% |
$111K - $119K
|
22.5K
$3.13M
|