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 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
38+ 0.43% |
$4.65K - $4.99K
|
8.98K
$1.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
37+ 0.31% |
$4.52K - $4.86K
|
11.8K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
37+ 0.23% |
$4.52K - $4.86K
|
16.2K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
35+ 20.23% |
$4.28K - $4.59K
|
208
$29.1K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
34+ 0.6% |
$4.16K - $4.46K
|
5.74K
$801K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
31+ 0.26% |
$3.79K - $4.07K
|
12.1K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
30+ 1.17% |
$3.67K - $3.94K
|
2.61K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
30+ 0.31% |
$3.67K - $3.94K
|
9.63K
$1.35M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
30+ 0.32% |
$3.67K - $3.94K
|
9.4K
$1.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
29+ 0.32% |
$3.55K - $3.81K
|
8.99K
$1.26M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
29+ 0.42% |
$3.55K - $3.81K
|
6.94K
$969K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28New |
$3.42K - $3.67K
|
28
$3.91K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
27+ 0.04% |
$3.3K - $3.54K
|
71.4K
$9.97M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
25+ 0.52% |
$3.06K - $3.28K
|
4.87K
$680K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
25+ 1.45% |
$3.06K - $3.28K
|
1.75K
$245K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
25+ 1.52% |
$3.06K - $3.28K
|
1.68K
$234K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
24+ 0.51% |
$2.93K - $3.15K
|
4.77K
$666K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
24+ 1.44% |
$2.93K - $3.15K
|
1.69K
$236K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
23+ 0.05% |
$2.81K - $3.02K
|
44.7K
$6.24M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
22+ 0.18% |
$2.69K - $2.89K
|
12K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
21+ 0.46% |
$2.57K - $2.76K
|
4.58K
$640K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.83% |
$2.45K - $2.62K
|
2.43K
$340K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
19+ 1.09% |
$2.32K - $2.49K
|
1.77K
$247K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
19+ 0.16% |
$2.32K - $2.49K
|
12.2K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
18+ 0.76% |
$2.2K - $2.36K
|
2.38K
$332K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
18+ 0.48% |
$2.2K - $2.36K
|
3.79K
$530K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
18+ 0.35% |
$2.2K - $2.36K
|
5.23K
$730K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
18+ 0.88% |
$2.2K - $2.36K
|
2.07K
$289K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
18+ 0.2% |
$2.2K - $2.36K
|
8.93K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
15+ 0.53% |
$1.83K - $1.97K
|
2.82K
$394K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
15+ 0.24% |
$1.83K - $1.97K
|
6.36K
$889K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$1.83K - $1.97K
|
13.4K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15+ 2.01% |
$1.83K - $1.97K
|
760
$106K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
15+ 0.57% |
$1.83K - $1.97K
|
2.66K
$371K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
14+ 0.24% |
$1.71K - $1.84K
|
5.86K
$818K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
13New |
$1.59K - $1.71K
|
13
$1.82K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
13+ 0.54% |
$1.59K - $1.71K
|
2.43K
$340K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
12+ 0.23% |
$1.47K - $1.57K
|
5.27K
$737K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12+ 0.06% |
$1.47K - $1.57K
|
19.5K
$2.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10+ 0.29% |
$1.22K - $1.31K
|
3.5K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
10+ 0.51% |
$1.22K - $1.31K
|
1.98K
$277K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
10+ 7.75% |
$1.22K - $1.31K
|
139
$19.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
9+ 0.35% |
$1.1K - $1.18K
|
2.6K
$364K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7+ 0.43% |
$856 - $919
|
1.62K
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
7+ 0.38% |
$856 - $919
|
1.83K
$256K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7+ 0.4% |
$856 - $919
|
1.75K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.16% |
$734 - $787
|
3.79K
$529K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$734 - $787
|
6
$838
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6+ 0.47% |
$734 - $787
|
1.28K
$178K
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
6+ 0.21% |
$734 - $787
|
2.89K
$403K
|