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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.71KNew |
$820K - $880K
|
6.71K
$927K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.37K+ 6.97% |
$779K - $836K
|
97.8K
$13.5M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.32KNew |
$772K - $829K
|
6.32K
$874K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
6.26KNew |
$765K - $821K
|
6.26K
$865K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.17K+ 48.21% |
$754K - $810K
|
19K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.84K+ 164.38% |
$714K - $766K
|
9.39K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.57K+ 64.96% |
$681K - $731K
|
14.1K
$1.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
5.4K+ 3.31% |
$660K - $708K
|
169K
$23.3M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
5.26KNew |
$643K - $690K
|
5.26K
$727K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.23KNew |
$639K - $686K
|
5.23K
$723K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.17KNew |
$632K - $678K
|
5.17K
$715K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.03K+ 18.66% |
$615K - $660K
|
32K
$4.42M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
4.97KNew |
$608K - $652K
|
4.97K
$687K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.9KNew |
$600K - $644K
|
4.9K
$678K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.77KNew |
$584K - $627K
|
4.77K
$660K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.62K+ 69.01% |
$565K - $606K
|
11.3K
$1.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.61K+ 54.51% |
$563K - $605K
|
13.1K
$1.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.53KNew |
$554K - $595K
|
4.53K
$627K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.37KNew |
$534K - $574K
|
4.37K
$604K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.34K+ 37.94% |
$530K - $569K
|
15.8K
$2.18M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
4.3KNew |
$525K - $564K
|
4.3K
$594K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.25KNew |
$520K - $558K
|
4.25K
$588K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.16K+ 1.8% |
$509K - $546K
|
235K
$32.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.99K+ 73.47% |
$487K - $523K
|
9.41K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.94K+ 17.72% |
$482K - $517K
|
26.2K
$3.62M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.8K+ 86.94% |
$465K - $499K
|
8.17K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
3.8KNew |
$465K - $499K
|
3.8K
$526K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.8KNew |
$464K - $498K
|
3.8K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.74KNew |
$458K - $491K
|
3.74K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.71KNew |
$454K - $487K
|
3.71K
$513K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.63KNew |
$444K - $476K
|
3.63K
$502K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.53K+ 21.6% |
$431K - $463K
|
19.9K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.39K+ 3.71% |
$414K - $445K
|
94.7K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.35K+ 1.75% |
$409K - $439K
|
194K
$26.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
3.34K+ 1.54% |
$408K - $438K
|
220K
$30.4M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.17K+ 31.41% |
$388K - $416K
|
13.3K
$1.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
3.15K+ 193.3% |
$385K - $413K
|
4.77K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.14KNew |
$384K - $412K
|
3.14K
$434K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.13K+ 21.75% |
$383K - $411K
|
17.5K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.1K+ 138.77% |
$379K - $407K
|
5.34K
$738K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.04K+ 40.69% |
$371K - $399K
|
10.5K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.95KNew |
$360K - $387K
|
2.95K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.93K+ 2.07% |
$358K - $385K
|
144K
$20M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.93KNew |
$358K - $384K
|
2.93K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.76KNew |
$337K - $362K
|
2.76K
$381K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.74K+ 135.33% |
$334K - $359K
|
4.76K
$658K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.61K+ 28.9% |
$319K - $343K
|
11.6K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.58KNew |
$315K - $338K
|
2.58K
$356K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.57KNew |
$314K - $337K
|
2.57K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.54KNew |
$311K - $333K
|
2.54K
$351K
|