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
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.76K- 6.67% |
$592K - $630K
|
66.5K
$9.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.85K- 0.16% |
$604K - $643K
|
2.94M
$411M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5.12K- 1.92% |
$638K - $678K
|
262K
$36.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-5.18K- 15.33% |
$645K - $686K
|
28.6K
$3.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-5.24K- 5.44% |
$652K - $693K
|
91K
$12.7M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.42K- 34.06% |
$675K - $718K
|
10.5K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.5K- 47.16% |
$685K - $729K
|
6.16K
$860K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.51K- 24.05% |
$686K - $730K
|
17.4K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.55K- 2.36% |
$691K - $735K
|
230K
$32M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.57K- 69.17% |
$694K - $738K
|
2.48K
$347K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.76K- 1.86% |
$718K - $763K
|
303K
$42.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.06K- 0.56% |
$755K - $803K
|
1.07M
$150M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.16K- 17.4% |
$768K - $816K
|
29.2K
$4.08M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.27K- 0.91% |
$781K - $831K
|
682K
$95.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.34K- 4.45% |
$790K - $840K
|
136K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.39K- 10.44% |
$796K - $847K
|
54.8K
$7.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.68K- 53.0% |
$832K - $884K
|
5.92K
$827K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.1K- 0.91% |
$884K - $940K
|
775K
$108M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.1K- 14.47% |
$885K - $941K
|
42K
$5.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.29K- 30.06% |
$908K - $965K
|
16.9K
$2.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.5K- 4.59% |
$934K - $993K
|
156K
$21.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.61K- 5.9% |
$948K - $1.01M
|
122K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.75K- 9.05% |
$965K - $1.03M
|
77.8K
$10.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-7.95K- 14.69% |
$991K - $1.05M
|
46.2K
$6.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-8.14K- 1.54% |
$1.01M - $1.08M
|
519K
$72.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-8.2K- 8.31% |
$1.02M - $1.09M
|
90.5K
$12.6M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-8.46K- 11.89% |
$1.05M - $1.12M
|
62.7K
$8.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-9.89K- 8.53% |
$1.23M - $1.31M
|
106K
$14.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-12.3K- 2.18% |
$1.53M - $1.62M
|
552K
$77M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.3K- 5.38% |
$1.54M - $1.64M
|
217K
$30.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.4K- 84.93% |
$1.55M - $1.64M
|
2.2K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-13.4K- 20.2% |
$1.67M - $1.78M
|
53K
$7.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.8K- 6.38% |
$1.72M - $1.82M
|
202K
$28.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-15.8K- 23.72% |
$1.97M - $2.1M
|
50.9K
$7.11M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-16.8K- 2.21% |
$2.1M - $2.23M
|
744K
$104M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-16.8K- 14.18% |
$2.1M - $2.23M
|
102K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.9K- 82.04% |
$2.11M - $2.24M
|
3.7K
$517K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.1K- 3.75% |
$2.12M - $2.26M
|
438K
$61.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-17.5K- 59.41% |
$2.19M - $2.32M
|
12K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.6K- 4.69% |
$2.44M - $2.6M
|
399K
$55.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.9K- 1.48% |
$2.48M - $2.64M
|
1.32M
$185M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.2K- 15.46% |
$2.52M - $2.68M
|
110K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20.9K- 67.68% |
$2.61M - $2.77M
|
10K
$1.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.7K- 63.67% |
$2.71M - $2.88M
|
12.4K
$1.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-22.2K- 5.64% |
$2.77M - $2.94M
|
371K
$51.9M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-23.2K- 79.75% |
$2.89M - $3.07M
|
5.89K
$822K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23.7K- 90.43% |
$2.95M - $3.14M
|
2.51K
$350K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-23.9K- 55.03% |
$2.98M - $3.16M
|
19.5K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-28K- 9.9% |
$3.48M - $3.7M
|
255K
$35.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-29K- 56.66% |
$3.62M - $3.85M
|
22.2K
$3.1M
|