Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
194K+ 114.87% |
$24.2M - $25.7M
|
363K
$50.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
131KNew |
$16.3M - $17.4M
|
131K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
126K+ 84.48% |
$15.7M - $16.7M
|
276K
$38.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
99.2KNew |
$12.4M - $13.1M
|
99.2K
$13.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
86.7K+ 4418.19% |
$10.8M - $11.5M
|
88.7K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
74K+ 26.11% |
$9.22M - $9.8M
|
357K
$49.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
59.1K+ 97.0% |
$7.36M - $7.83M
|
120K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
51.6KNew |
$6.43M - $6.83M
|
51.6K
$7.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
47.8K+ 221.92% |
$5.95M - $6.33M
|
69.3K
$9.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
44.3K+ 1.86% |
$5.52M - $5.87M
|
2.43M
$340M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
42.8K+ 17.47% |
$5.33M - $5.67M
|
288K
$40.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
40.1K+ 19.56% |
$4.99M - $5.31M
|
245K
$34.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
36K+ 500.26% |
$4.48M - $4.76M
|
43.1K
$6.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
31.8K+ 87.25% |
$3.96M - $4.21M
|
68.2K
$9.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
30.4KNew |
$3.79M - $4.03M
|
30.4K
$4.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.2K+ 251.34% |
$3.76M - $3.99M
|
42.2K
$5.89M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.4K+ 5.39% |
$3.42M - $3.64M
|
536K
$74.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.2K+ 242.02% |
$3.27M - $3.47M
|
37.1K
$5.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
26K+ 99.33% |
$3.24M - $3.44M
|
52.2K
$7.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
25.4K+ 129.48% |
$3.16M - $3.36M
|
44.9K
$6.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
24.4KNew |
$3.04M - $3.23M
|
24.4K
$3.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20.7K+ 632.71% |
$2.58M - $2.74M
|
23.9K
$3.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
19.4K+ 69.63% |
$2.42M - $2.57M
|
47.2K
$6.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
18.9KNew |
$2.35M - $2.5M
|
18.9K
$2.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17K+ 1575.25% |
$2.12M - $2.25M
|
18.1K
$2.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
16.4K+ 31.39% |
$2.05M - $2.18M
|
68.7K
$9.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
14.1KNew |
$1.76M - $1.87M
|
14.1K
$1.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
14K+ 3.87% |
$1.75M - $1.86M
|
377K
$52.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.7K+ 298.43% |
$1.58M - $1.68M
|
17K
$2.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.3K+ 363.8% |
$1.53M - $1.63M
|
15.7K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
12.1K+ 984.03% |
$1.5M - $1.6M
|
13.3K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11.6K+ 553.22% |
$1.44M - $1.54M
|
13.7K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.9K+ 230.03% |
$1.36M - $1.45M
|
15.7K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.1K+ 7.75% |
$1.26M - $1.34M
|
141K
$19.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
10.1K+ 269.38% |
$1.26M - $1.34M
|
13.9K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.1K+ 48.84% |
$1.26M - $1.34M
|
30.7K
$4.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.66K+ 80.42% |
$1.2M - $1.28M
|
21.7K
$3.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.35K+ 933.67% |
$1.16M - $1.24M
|
10.3K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.19KNew |
$1.14M - $1.22M
|
9.19K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.15KNew |
$1.14M - $1.21M
|
9.15K
$1.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
7.07K+ 4.19% |
$881K - $936K
|
176K
$24.5M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
6.93KNew |
$863K - $918K
|
6.93K
$967K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.56KNew |
$818K - $869K
|
6.56K
$916K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.34K+ 10.78% |
$789K - $839K
|
65.1K
$9.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.09K+ 54.18% |
$759K - $806K
|
17.3K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.52K+ 119.54% |
$688K - $731K
|
10.1K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.48K+ 1.19% |
$682K - $725K
|
468K
$65.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.43KNew |
$676K - $719K
|
5.43K
$758K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.39K+ 1.62% |
$672K - $714K
|
338K
$47.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.33K+ 228.27% |
$664K - $706K
|
7.67K
$1.07M
|