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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-77- 2.36% |
$9.59K - $10.2K
|
3.19K
$446K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-80- 1.9% |
$9.97K - $10.6K
|
4.13K
$576K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-82- 0.61% |
$10.2K - $10.9K
|
13.4K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-83- 27.76% |
$10.3K - $11K
|
216
$30.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-83- 4.51% |
$10.3K - $11K
|
1.76K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-85- 1.35% |
$10.6K - $11.3K
|
6.2K
$866K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-86- 1.88% |
$10.7K - $11.4K
|
4.5K
$628K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-87- 3.88% |
$10.8K - $11.5K
|
2.15K
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-90- 0.42% |
$11.2K - $11.9K
|
21.4K
$2.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-90- 2.42% |
$11.2K - $11.9K
|
3.62K
$506K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-91- 5.19% |
$11.3K - $12.1K
|
1.66K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-92- 5.26% |
$11.5K - $12.2K
|
1.66K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-94- 2.0% |
$11.7K - $12.5K
|
4.6K
$643K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-94- 12.37% |
$11.7K - $12.5K
|
666
$93K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-98- 4.1% |
$12.2K - $13K
|
2.29K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-98- 47.12% |
$12.2K - $13K
|
110
$15.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-100- 5.45% |
$12.5K - $13.2K
|
1.74K
$242K
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-100- 2.48% |
$12.5K - $13.2K
|
3.93K
$549K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-100- 0.39% |
$12.5K - $13.2K
|
25.4K
$3.55M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-100- 2.81% |
$12.5K - $13.2K
|
3.46K
$483K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-100- 1.62% |
$12.5K - $13.2K
|
6.05K
$845K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 4.28% |
$12.5K - $13.2K
|
2.24K
$312K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-102- 3.4% |
$12.7K - $13.5K
|
2.9K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-103- 3.44% |
$12.8K - $13.6K
|
2.89K
$404K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-104- 1.08% |
$13K - $13.8K
|
9.55K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-104- 0.64% |
$13K - $13.8K
|
16.1K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-108- 2.84% |
$13.5K - $14.3K
|
3.69K
$515K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-108- 3.3% |
$13.5K - $14.3K
|
3.17K
$442K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-111- 2.61% |
$13.8K - $14.7K
|
4.14K
$578K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-114- 4.63% |
$14.2K - $15.1K
|
2.35K
$328K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-114- 3.87% |
$14.2K - $15.1K
|
2.83K
$395K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-114- 0.68% |
$14.2K - $15.1K
|
16.5K
$2.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-116- 4.81% |
$14.5K - $15.4K
|
2.3K
$321K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-116- 0.72% |
$14.5K - $15.4K
|
15.9K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-118- 1.1% |
$14.7K - $15.6K
|
10.6K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-119- 1.07% |
$14.8K - $15.8K
|
11K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-120- 6.08% |
$15K - $15.9K
|
1.85K
$259K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-121- 5.85% |
$15.1K - $16K
|
1.95K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-122- 5.43% |
$15.2K - $16.2K
|
2.13K
$297K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-122- 0.46% |
$15.2K - $16.2K
|
26.3K
$3.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-125- 1.4% |
$15.6K - $16.6K
|
8.82K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-125- 2.25% |
$15.6K - $16.6K
|
5.43K
$758K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-130- 30.23% |
$16.2K - $17.2K
|
300
$41.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-133- 46.83% |
$16.6K - $17.6K
|
151
$21.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-135- 6.11% |
$16.8K - $17.9K
|
2.08K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-135- 0.42% |
$16.8K - $17.9K
|
32.4K
$4.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-137- 0.33% |
$17.1K - $18.1K
|
42K
$5.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-138- 1.38% |
$17.2K - $18.3K
|
9.85K
$1.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-140- 1.46% |
$17.4K - $18.5K
|
9.45K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-141- 2.5% |
$17.6K - $18.7K
|
5.49K
$767K
|