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 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6+ 2.76% |
$734 - $787
|
223
$31.1K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
5+ 0.14% |
$611 - $656
|
3.63K
$507K
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$611 - $656
|
5.99K
$836K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.02% |
$489 - $525
|
22K
$3.08M
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3+ 0.16% |
$367 - $394
|
1.84K
$257K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 0.05% |
$367 - $394
|
5.65K
$789K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3+ 0.02% |
$367 - $394
|
15.3K
$2.14M
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.18% |
$367 - $394
|
1.68K
$234K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.08% |
$245 - $262
|
2.39K
$334K
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
2+ 0.1% |
$245 - $262
|
2.07K
$289K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.05% |
$245 - $262
|
4.26K
$595K
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$245 - $262
|
2.64K
$369K
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
2+ 0.04% |
$245 - $262
|
4.5K
$629K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.42% |
$245 - $262
|
483
$67.5K
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.01% |
$245 - $262
|
15.1K
$2.11M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.47% |
$122 - $131
|
214
$29.9K
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$122 - $131
|
7.82K
$1.09M
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.03% |
$122 - $131
|
2.87K
$400K
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$122 - $131
|
2.95K
$411K
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1New |
$122 - $131
|
1
$140
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.08% |
$122 - $131
|
1.33K
$186K
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.85% |
$122 - $131
|
118
$16.5K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1- 0.02% |
$122 - $131
|
4.07K
$568K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.02% |
$122 - $131
|
4.15K
$580K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 0.12% |
$489 - $525
|
3.28K
$458K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.12% |
$489 - $525
|
3.2K
$447K
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-5- 0.16% |
$611 - $656
|
3.04K
$425K
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-6- 0.32% |
$734 - $787
|
1.89K
$265K
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-6- 0.03% |
$734 - $787
|
18.8K
$2.63M
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-6- 0.08% |
$734 - $787
|
7.57K
$1.06M
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-7- 0.29% |
$856 - $919
|
2.44K
$341K
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-8- 0.05% |
$978 - $1.05K
|
16.9K
$2.36M
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.43% |
$978 - $1.05K
|
1.87K
$262K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-8- 0.03% |
$978 - $1.05K
|
24.9K
$3.47M
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 2.52% |
$978 - $1.05K
|
310
$43.3K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9- 0.36% |
$1.1K - $1.18K
|
2.49K
$348K
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-10- 0.46% |
$1.22K - $1.31K
|
2.15K
$300K
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-14- 0.47% |
$1.71K - $1.84K
|
2.96K
$413K
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-14- 0.41% |
$1.71K - $1.84K
|
3.37K
$471K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-15- 0.02% |
$1.83K - $1.97K
|
92.5K
$12.9M
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-20- 13.16% |
$2.45K - $2.62K
|
132
$18.4K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-20- 0.42% |
$2.45K - $2.62K
|
4.71K
$658K
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-23- 0.22% |
$2.81K - $3.02K
|
10.6K
$1.48M
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-25- 0.12% |
$3.06K - $3.28K
|
21K
$2.93M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-30- 0.39% |
$3.67K - $3.94K
|
7.63K
$1.07M
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-32- 0.78% |
$3.91K - $4.2K
|
4.07K
$568K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-35- 1.7% |
$4.28K - $4.59K
|
2.02K
$283K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-35- 0.43% |
$4.28K - $4.59K
|
8.06K
$1.13M
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-37- 33.04% |
$4.52K - $4.86K
|
75
$10.5K
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-38- 0.55% |
$4.65K - $4.99K
|
6.82K
$952K
|