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 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.48K+ 48.91% |
$304K - $326K
|
7.56K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.39KNew |
$292K - $314K
|
2.39K
$340K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.32K+ 7.79% |
$283K - $304K
|
32K
$4.55M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.31KNew |
$283K - $303K
|
2.31K
$328K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.26KNew |
$277K - $297K
|
2.26K
$321K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
2.25KNew |
$275K - $295K
|
2.25K
$320K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.25K+ 36.54% |
$275K - $295K
|
8.39K
$1.19M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.15KNew |
$263K - $282K
|
2.15K
$306K
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
2.14K+ 10.21% |
$261K - $281K
|
23.1K
$3.28M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.13K+ 7.38% |
$260K - $279K
|
31K
$4.4M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.13K+ 7.38% |
$260K - $279K
|
31K
$4.4M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.12KNew |
$259K - $278K
|
2.12K
$301K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.1KNew |
$256K - $275K
|
2.1K
$298K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.09KNew |
$256K - $274K
|
2.09K
$297K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.07KNew |
$253K - $272K
|
2.07K
$294K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.05K+ 3.92% |
$251K - $269K
|
54.4K
$7.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.98K+ 4.68% |
$243K - $260K
|
44.4K
$6.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.98K+ 6.05% |
$242K - $260K
|
34.7K
$4.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.96KNew |
$240K - $258K
|
1.96K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.96K+ 3.48% |
$240K - $257K
|
58.3K
$8.29M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.95KNew |
$238K - $255K
|
1.95K
$277K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.91K+ 92.72% |
$234K - $251K
|
3.97K
$564K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 7.51% |
$232K - $249K
|
27.2K
$3.86M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.86K+ 37.29% |
$228K - $245K
|
6.86K
$975K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.86K+ 10.88% |
$228K - $244K
|
19K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.85KNew |
$226K - $243K
|
1.85K
$263K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.84KNew |
$225K - $241K
|
1.84K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.83KNew |
$224K - $241K
|
1.83K
$260K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.78K+ 9.45% |
$217K - $233K
|
20.6K
$2.92M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.76K+ 42.44% |
$215K - $231K
|
5.9K
$839K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.74KNew |
$213K - $228K
|
1.74K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.72KNew |
$210K - $225K
|
1.72K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.71KNew |
$209K - $224K
|
1.71K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.69K+ 2.09% |
$207K - $222K
|
82.7K
$11.8M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.66K+ 3.74% |
$203K - $218K
|
46K
$6.54M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.66K+ 5.34% |
$202K - $217K
|
32.6K
$4.64M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.63K+ 48.71% |
$199K - $214K
|
4.97K
$706K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.63KNew |
$199K - $213K
|
1.63K
$231K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.62KNew |
$198K - $213K
|
1.62K
$231K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
1.62K+ 2.61% |
$197K - $212K
|
63.5K
$9.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.6KNew |
$196K - $210K
|
1.6K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.6KNew |
$196K - $210K
|
1.6K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.56KNew |
$191K - $205K
|
1.56K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.55KNew |
$190K - $204K
|
1.55K
$220K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
1.55KNew |
$189K - $203K
|
1.55K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.54KNew |
$188K - $202K
|
1.54K
$219K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$188K - $202K
|
1.54K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.5K+ 30.76% |
$184K - $197K
|
6.39K
$909K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.47K+ 7.76% |
$179K - $192K
|
20.4K
$2.89M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.34K+ 17.32% |
$164K - $176K
|
9.06K
$1.29M
|