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 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.33K+ 8.73% |
$162K - $174K
|
16.5K
$2.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.33K+ 54.3% |
$162K - $174K
|
3.77K
$535K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.32K+ 12.72% |
$162K - $174K
|
11.7K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.3K+ 0.63% |
$159K - $170K
|
207K
$29.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.28K+ 3.05% |
$156K - $167K
|
43K
$6.11M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.27K+ 4.81% |
$155K - $167K
|
27.7K
$3.93M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.24K+ 3.91% |
$151K - $162K
|
32.9K
$4.67M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.23K+ 7.68% |
$150K - $161K
|
17.2K
$2.44M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.21K+ 0.23% |
$148K - $159K
|
517K
$73.4M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.19K+ 5.27% |
$145K - $156K
|
23.7K
$3.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.18KNew |
$144K - $154K
|
1.18K
$167K
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.17K+ 1.43% |
$143K - $154K
|
83.1K
$11.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.17K+ 3.23% |
$143K - $154K
|
37.5K
$5.32M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.16K+ 12.2% |
$141K - $152K
|
10.6K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.09K+ 11.58% |
$133K - $143K
|
10.5K
$1.49M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.07K+ 4.57% |
$131K - $140K
|
24.4K
$3.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.05KNew |
$128K - $138K
|
1.05K
$149K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
1.03K+ 8.89% |
$126K - $135K
|
12.6K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
1.02K+ 1.85% |
$124K - $134K
|
56.1K
$7.98M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.01K+ 1.89% |
$123K - $132K
|
54.5K
$7.75M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
970+ 10.21% |
$119K - $127K
|
10.5K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
952New |
$116K - $125K
|
952
$135K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
944+ 4.84% |
$115K - $124K
|
20.4K
$2.9M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
938+ 2.72% |
$115K - $123K
|
35.4K
$5.03M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
927+ 1.3% |
$113K - $122K
|
72.5K
$10.3M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
915+ 10.22% |
$112K - $120K
|
9.87K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
912+ 20.77% |
$112K - $120K
|
5.3K
$753K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
889+ 1.06% |
$109K - $117K
|
84.5K
$12M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
877+ 30.69% |
$107K - $115K
|
3.74K
$531K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
876+ 22.04% |
$107K - $115K
|
4.85K
$689K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
858+ 1.33% |
$105K - $113K
|
65.4K
$9.29M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
842New |
$103K - $111K
|
842
$120K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
825+ 11.73% |
$101K - $108K
|
7.86K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
817+ 7.37% |
$99.9K - $107K
|
11.9K
$1.69M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
806+ 21.57% |
$98.6K - $106K
|
4.54K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
779+ 39.46% |
$95.3K - $102K
|
2.75K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
778+ 0.79% |
$95.1K - $102K
|
98.9K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
648+ 1.3% |
$79.2K - $85K
|
50.5K
$7.17M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
642+ 3.8% |
$78.5K - $84.3K
|
17.5K
$2.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
634+ 28.6% |
$77.5K - $83.2K
|
2.85K
$405K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
626+ 22.45% |
$76.5K - $82.2K
|
3.41K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
622+ 38.07% |
$76.1K - $81.6K
|
2.26K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
614+ 6.71% |
$75.1K - $80.6K
|
9.77K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
600New |
$73.4K - $78.7K
|
600
$85.3K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
577+ 15.93% |
$70.6K - $75.7K
|
4.2K
$597K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
567+ 103.47% |
$69.3K - $74.4K
|
1.12K
$158K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
560+ 15.73% |
$68.5K - $73.5K
|
4.12K
$585K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
559+ 6.2% |
$68.4K - $73.4K
|
9.57K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
541+ 10.67% |
$66.2K - $71K
|
5.61K
$797K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
523+ 0.53% |
$64K - $68.6K
|
98.7K
$14M
|