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 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
488+ 3.94% |
$59.7K - $64K
|
12.9K
$1.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
485+ 1.48% |
$59.3K - $63.7K
|
33.3K
$4.73M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
462New |
$56.5K - $60.6K
|
462
$65.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
451+ 9.85% |
$55.1K - $59.2K
|
5.03K
$715K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
434+ 2.32% |
$53.1K - $57K
|
19.1K
$2.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
434+ 5.59% |
$53.1K - $57K
|
8.2K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
430+ 114.36% |
$52.6K - $56.4K
|
806
$115K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
430+ 7.65% |
$52.6K - $56.4K
|
6.05K
$860K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
422+ 2.28% |
$51.6K - $55.4K
|
18.9K
$2.69M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
420+ 15.07% |
$51.4K - $55.1K
|
3.21K
$456K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
416+ 7.97% |
$50.9K - $54.6K
|
5.63K
$801K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
401+ 105.53% |
$49K - $52.6K
|
781
$111K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
401New |
$49K - $52.6K
|
401
$57K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
400+ 16.81% |
$48.9K - $52.5K
|
2.78K
$395K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
398+ 13.67% |
$48.7K - $52.2K
|
3.31K
$470K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
386+ 1.32% |
$47.2K - $50.7K
|
29.5K
$4.2M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
384+ 0.81% |
$47K - $50.4K
|
47.9K
$6.81M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
377+ 4.84% |
$46.1K - $49.5K
|
8.17K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
363+ 0.57% |
$44.4K - $47.6K
|
64.3K
$9.13M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
361+ 8.48% |
$44.1K - $47.4K
|
4.62K
$656K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
346+ 9.49% |
$42.3K - $45.4K
|
3.99K
$567K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
345+ 9.42% |
$42.2K - $45.3K
|
4.01K
$569K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
317New |
$38.8K - $41.6K
|
317
$45K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
314+ 14.23% |
$38.4K - $41.2K
|
2.52K
$358K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
303+ 2.68% |
$37.1K - $39.8K
|
11.6K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
295+ 14.46% |
$36.1K - $38.7K
|
2.34K
$332K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
285+ 0.67% |
$34.8K - $37.4K
|
43.1K
$6.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
281+ 3.44% |
$34.4K - $36.9K
|
8.46K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
277+ 9.63% |
$33.9K - $36.4K
|
3.15K
$448K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
250New |
$30.6K - $32.8K
|
250
$35.5K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
241+ 2.78% |
$29.5K - $31.6K
|
8.9K
$1.27M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
238+ 16.35% |
$29.1K - $31.2K
|
1.69K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
237+ 1.56% |
$29K - $31.1K
|
15.4K
$2.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
231+ 4.51% |
$28.2K - $30.3K
|
5.35K
$760K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
231+ 0.75% |
$28.2K - $30.3K
|
31.1K
$4.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
225+ 4.49% |
$27.5K - $29.5K
|
5.24K
$744K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
224+ 11.91% |
$27.4K - $29.4K
|
2.11K
$299K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
218+ 52.4% |
$26.7K - $28.6K
|
634
$90.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
218+ 6.73% |
$26.7K - $28.6K
|
3.46K
$491K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
218+ 3.59% |
$26.7K - $28.6K
|
6.28K
$893K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
218+ 6.76% |
$26.7K - $28.6K
|
3.44K
$489K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
215New |
$26.3K - $28.2K
|
215
$30.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
206+ 15.92% |
$25.2K - $27K
|
1.5K
$213K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
200+ 3.0% |
$24.5K - $26.2K
|
6.87K
$976K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
195+ 9.74% |
$23.8K - $25.6K
|
2.2K
$312K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
194+ 9.91% |
$23.7K - $25.5K
|
2.15K
$306K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
193+ 2.13% |
$23.6K - $25.3K
|
9.27K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
190+ 6.24% |
$23.2K - $24.9K
|
3.24K
$460K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
185+ 8.18% |
$22.6K - $24.3K
|
2.45K
$348K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
173+ 0.76% |
$21.2K - $22.7K
|
22.9K
$3.25M
|