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 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-146- 1.29% |
$18.2K - $19.3K
|
11.2K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-146- 4.26% |
$18.2K - $19.3K
|
3.28K
$467K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-147- 7.8% |
$18.3K - $19.5K
|
1.74K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-149- 4.6% |
$18.6K - $19.7K
|
3.09K
$439K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-149- 0.27% |
$18.6K - $19.7K
|
54.1K
$7.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-150- 8.68% |
$18.7K - $19.9K
|
1.58K
$225K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-150- 6.08% |
$18.7K - $19.9K
|
2.32K
$330K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-156- 6.12% |
$19.4K - $20.7K
|
2.39K
$341K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-157- 2.3% |
$19.6K - $20.8K
|
6.67K
$949K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-158- 1.92% |
$19.7K - $20.9K
|
8.07K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-160- 3.9% |
$19.9K - $21.2K
|
3.94K
$561K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-162- 3.07% |
$20.2K - $21.5K
|
5.11K
$727K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-165- 0.58% |
$20.6K - $21.9K
|
28.1K
$4M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-169- 2.86% |
$21.1K - $22.4K
|
5.74K
$817K
|
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-174- 0.75% |
$21.7K - $23K
|
22.9K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-177- 0.93% |
$22.1K - $23.4K
|
18.8K
$2.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-179- 3.56% |
$22.3K - $23.7K
|
4.86K
$691K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-179- 5.82% |
$22.3K - $23.7K
|
2.9K
$413K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-180- 75.95% |
$22.4K - $23.8K
|
57
$8.11K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-184- 24.12% |
$22.9K - $24.4K
|
579
$82.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-188- 4.89% |
$23.4K - $24.9K
|
3.66K
$520K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-191- 20.06% |
$23.8K - $25.3K
|
761
$108K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-191- 5.74% |
$23.8K - $25.3K
|
3.14K
$447K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-192- 4.32% |
$23.9K - $25.4K
|
4.25K
$605K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-193- 4.76% |
$24K - $25.6K
|
3.86K
$550K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-194- 45.01% |
$24.2K - $25.7K
|
237
$33.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-198- 4.87% |
$24.7K - $26.2K
|
3.87K
$550K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-200- 44.44% |
$24.9K - $26.5K
|
250
$35.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-200- 6.07% |
$24.9K - $26.5K
|
3.09K
$440K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 1.22% |
$24.9K - $26.5K
|
16.2K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-200- 0.95% |
$24.9K - $26.5K
|
20.8K
$2.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-200- 11.37% |
$24.9K - $26.5K
|
1.56K
$222K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-202- 1.28% |
$25.2K - $26.8K
|
15.6K
$2.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-212- 10.75% |
$26.4K - $28.1K
|
1.76K
$250K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-213- 3.59% |
$26.5K - $28.2K
|
5.73K
$815K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-213- 0.18% |
$26.5K - $28.2K
|
115K
$16.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-213- 2.11% |
$26.5K - $28.2K
|
9.86K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-216- 2.2% |
$26.9K - $28.6K
|
9.6K
$1.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-224- 0.49% |
$27.9K - $29.7K
|
45.8K
$6.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-224- 0.85% |
$27.9K - $29.7K
|
26.1K
$3.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-225- 2.68% |
$28K - $29.8K
|
8.16K
$1.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-230- 12.89% |
$28.7K - $30.5K
|
1.56K
$221K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-232- 1.06% |
$28.9K - $30.7K
|
21.7K
$3.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-233- 1.76% |
$29K - $30.9K
|
13K
$1.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-234- 3.36% |
$29.2K - $31K
|
6.73K
$958K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-240- 0.64% |
$29.9K - $31.8K
|
37.1K
$5.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-244- 5.12% |
$30.4K - $32.3K
|
4.52K
$644K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-251- 11.1% |
$31.3K - $33.2K
|
2.01K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-252- 0.58% |
$31.4K - $33.4K
|
43.4K
$6.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-253- 5.09% |
$31.5K - $33.5K
|
4.72K
$671K
|