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 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.89KNew |
$236K - $251K
|
1.89K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.85K+ 58.78% |
$230K - $244K
|
4.98K
$696K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.83KNew |
$228K - $243K
|
1.83K
$256K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 375.26% |
$221K - $235K
|
2.25K
$314K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.76KNew |
$219K - $233K
|
1.76K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.76KNew |
$219K - $233K
|
1.76K
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.76K+ 10.57% |
$219K - $233K
|
18.4K
$2.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.64K+ 7.41% |
$205K - $218K
|
23.8K
$3.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64K+ 1.54% |
$204K - $217K
|
108K
$15.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$202K - $215K
|
1.62K
$227K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.61K+ 51.85% |
$201K - $214K
|
4.72K
$659K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.61K+ 11.38% |
$200K - $213K
|
15.8K
$2.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
1.6KNew |
$199K - $212K
|
1.6K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
1.59KNew |
$198K - $210K
|
1.59K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$198K - $210K
|
1.59K
$222K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.56KNew |
$195K - $207K
|
1.56K
$218K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.54K+ 4.95% |
$192K - $204K
|
32.7K
$4.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.43K+ 4.05% |
$178K - $189K
|
36.6K
$5.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.41K+ 0.59% |
$175K - $186K
|
238K
$33.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.39K+ 3.01% |
$173K - $184K
|
47.5K
$6.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.38K+ 17.67% |
$171K - $182K
|
9.16K
$1.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.35K+ 538.0% |
$168K - $178K
|
1.6K
$223K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.28K+ 35.26% |
$159K - $170K
|
4.91K
$686K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.28K+ 6.68% |
$159K - $169K
|
20.4K
$2.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.27K+ 9.69% |
$158K - $168K
|
14.3K
$2M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.26K+ 3.52% |
$157K - $167K
|
37K
$5.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 4.62% |
$157K - $167K
|
28.4K
$3.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.22K+ 2.09% |
$152K - $161K
|
59.5K
$8.31M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.21K+ 78.4% |
$150K - $160K
|
2.74K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.2K+ 5.31% |
$150K - $159K
|
23.9K
$3.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.17K+ 30.5% |
$146K - $155K
|
5K
$698K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.16K+ 3.92% |
$145K - $154K
|
30.8K
$4.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.16K+ 69.26% |
$144K - $153K
|
2.83K
$395K
|
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.14K+ 1.37% |
$142K - $151K
|
84.2K
$11.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.13K+ 1.88% |
$140K - $149K
|
61K
$8.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.12K+ 446.03% |
$140K - $149K
|
1.38K
$192K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.11K+ 38.1% |
$139K - $148K
|
4.04K
$564K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.09K+ 0.54% |
$136K - $145K
|
202K
$28.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.09K+ 221.63% |
$135K - $144K
|
1.58K
$220K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.06K+ 7.31% |
$132K - $140K
|
15.5K
$2.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.05K+ 5.13% |
$131K - $139K
|
21.5K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.04K+ 1.9% |
$129K - $137K
|
55.5K
$7.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.03K+ 44.35% |
$128K - $136K
|
3.34K
$466K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.02K+ 54.56% |
$127K - $136K
|
2.9K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1K+ 3.91% |
$125K - $132K
|
26.6K
$3.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
943+ 10.02% |
$117K - $125K
|
10.4K
$1.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
922+ 7.92% |
$115K - $122K
|
12.6K
$1.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
901+ 1098.78% |
$112K - $119K
|
983
$137K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
896+ 2.85% |
$112K - $119K
|
32.3K
$4.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
852+ 17.37% |
$106K - $113K
|
5.76K
$804K
|