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 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.54% |
$4.65K - $4.99K
|
6.97K
$973K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-39- 1.17% |
$4.77K - $5.12K
|
3.3K
$461K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-40- 0.82% |
$4.89K - $5.25K
|
4.87K
$680K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-40- 0.75% |
$4.89K - $5.25K
|
5.32K
$743K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-40- 0.55% |
$4.89K - $5.25K
|
7.28K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-40- 1.1% |
$4.89K - $5.25K
|
3.59K
$501K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-40- 0.43% |
$4.89K - $5.25K
|
9.19K
$1.28M
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-41- 2.08% |
$5.01K - $5.38K
|
1.93K
$269K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-42- 80.77% |
$5.14K - $5.51K
|
10
$1.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-43- 0.54% |
$5.26K - $5.64K
|
7.93K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-43- 2.53% |
$5.26K - $5.64K
|
1.66K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-44- 1.54% |
$5.38K - $5.77K
|
2.81K
$392K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-45- 0.63% |
$5.5K - $5.91K
|
7.11K
$993K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-47- 2.78% |
$5.75K - $6.17K
|
1.64K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-50- 0.93% |
$6.11K - $6.56K
|
5.33K
$744K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 1.28% |
$6.11K - $6.56K
|
3.84K
$537K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-50- 2.7% |
$6.11K - $6.56K
|
1.8K
$252K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-50- 1.04% |
$6.11K - $6.56K
|
4.76K
$664K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-51- 1.49% |
$6.24K - $6.69K
|
3.38K
$472K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-53- 0.09% |
$6.48K - $6.96K
|
58.8K
$8.21M
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-55- 1.81% |
$6.73K - $7.22K
|
2.99K
$418K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-56- 2.46% |
$6.85K - $7.35K
|
2.22K
$310K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-58- 3.35% |
$7.09K - $7.61K
|
1.67K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-58- 13.65% |
$7.09K - $7.61K
|
367
$51.3K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-59- 1.25% |
$7.21K - $7.74K
|
4.68K
$653K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-60- 30.61% |
$7.34K - $7.87K
|
136
$19K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-61- 0.41% |
$7.46K - $8.01K
|
14.8K
$2.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-62- 0.89% |
$7.58K - $8.14K
|
6.9K
$964K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-63- 0.37% |
$7.7K - $8.27K
|
16.8K
$2.35M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-66- 2.35% |
$8.07K - $8.66K
|
2.74K
$383K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-68- 11.79% |
$8.32K - $8.92K
|
509
$71.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-69- 1.09% |
$8.44K - $9.06K
|
6.24K
$871K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-69- 1.66% |
$8.44K - $9.06K
|
4.1K
$572K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-69- 4.09% |
$8.44K - $9.06K
|
1.62K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-69- 1.65% |
$8.44K - $9.06K
|
4.12K
$576K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-73- 0.82% |
$8.93K - $9.58K
|
8.8K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-75- 14.48% |
$9.17K - $9.84K
|
443
$61.9K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-76- 4.28% |
$9.29K - $9.97K
|
1.7K
$237K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-78- 0.72% |
$9.54K - $10.2K
|
10.8K
$1.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-79- 4.65% |
$9.66K - $10.4K
|
1.62K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-80- 0.85% |
$9.78K - $10.5K
|
9.33K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-81- 9.04% |
$9.9K - $10.6K
|
815
$114K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-82- 0.34% |
$10K - $10.8K
|
24.3K
$3.4M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-83- 15.96% |
$10.1K - $10.9K
|
437
$61K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-84- 0.61% |
$10.3K - $11K
|
13.6K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-84- 3.25% |
$10.3K - $11K
|
2.5K
$349K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-84- 2.46% |
$10.3K - $11K
|
3.33K
$465K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-86- 3.96% |
$10.5K - $11.3K
|
2.09K
$292K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-86- 0.25% |
$10.5K - $11.3K
|
33.8K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-91- 4.53% |
$11.1K - $11.9K
|
1.92K
$268K
|