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 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.72K- 16.39% |
$210K - $225K
|
8.75K
$1.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.73K- 7.56% |
$212K - $227K
|
21.2K
$2.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.79K- 42.26% |
$219K - $235K
|
2.44K
$340K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.82K- 8.82% |
$223K - $239K
|
18.9K
$2.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.85K- 51.7% |
$226K - $243K
|
1.73K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.9K- 28.27% |
$232K - $249K
|
4.82K
$671K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.9K- 4.17% |
$232K - $249K
|
43.7K
$6.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.92K- 40.0% |
$235K - $252K
|
2.89K
$401K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.92K- 17.11% |
$235K - $253K
|
9.32K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.93K- 2.07% |
$236K - $254K
|
91.7K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.01K- 0.44% |
$245K - $263K
|
455K
$63.2M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.04K- 12.44% |
$249K - $267K
|
14.3K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.04K- 3.7% |
$250K - $268K
|
53.2K
$7.4M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.06K- 3.39% |
$252K - $271K
|
58.8K
$8.17M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.19K- 19.83% |
$267K - $287K
|
8.84K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.21K- 1.97% |
$271K - $291K
|
110K
$15.3M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.22K- 3.38% |
$271K - $291K
|
63.4K
$8.82M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.22K- 22.19% |
$272K - $291K
|
7.79K
$1.08M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.31K- 8.45% |
$282K - $303K
|
25K
$3.48M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.32K- 35.31% |
$284K - $304K
|
4.25K
$591K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.35K- 3.25% |
$287K - $308K
|
69.9K
$9.72M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.35K- 6.41% |
$288K - $309K
|
34.4K
$4.78M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.36K- 2.17% |
$289K - $310K
|
106K
$14.8M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.37K- 6.05% |
$290K - $312K
|
36.9K
$5.13M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.41K- 7.52% |
$295K - $316K
|
29.7K
$4.12M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.5K- 1.04% |
$305K - $328K
|
237K
$32.9M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.55K- 18.2% |
$312K - $335K
|
11.5K
$1.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.63K- 1.58% |
$321K - $345K
|
163K
$22.7M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.69K- 2.69% |
$329K - $353K
|
97.2K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.73K- 10.62% |
$334K - $359K
|
23K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.79K- 6.37% |
$341K - $366K
|
41K
$5.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.9K- 3.95% |
$355K - $381K
|
70.5K
$9.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-2.91K- 42.17% |
$356K - $382K
|
3.99K
$555K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3K- 60.33% |
$367K - $394K
|
1.97K
$274K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.09K- 26.56% |
$378K - $406K
|
8.54K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-3.1K- 12.16% |
$379K - $406K
|
22.4K
$3.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.13K- 37.97% |
$382K - $411K
|
5.11K
$711K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.15K- 1.85% |
$385K - $413K
|
167K
$23.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.27K- 4.85% |
$399K - $429K
|
64.1K
$8.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-3.29K- 92.33% |
$402K - $432K
|
273
$38K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.33K- 10.08% |
$407K - $437K
|
29.7K
$4.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.4K- 14.36% |
$416K - $446K
|
20.3K
$2.82M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.4K- 15.81% |
$416K - $446K
|
18.1K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.41K- 2.7% |
$417K - $447K
|
123K
$17.1M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.52K- 46.23% |
$431K - $462K
|
4.1K
$570K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.57K- 9.07% |
$436K - $468K
|
35.8K
$4.97M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.6K- 1.19% |
$440K - $472K
|
298K
$41.4M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.64K- 46.96% |
$445K - $477K
|
4.11K
$571K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-3.67K- 44.78% |
$448K - $481K
|
4.52K
$629K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3.68K- 15.8% |
$449K - $482K
|
19.6K
$2.72M
|