Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-674- 26.69% |
$84.9K - $95.7K
|
1.85K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-695- 6.47% |
$87.5K - $98.7K
|
10.1K
$1.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-703- 4.18% |
$88.5K - $99.9K
|
16.1K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-710- 0.68% |
$89.4K - $101K
|
104K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-710- 21.28% |
$89.4K - $101K
|
2.63K
$378K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-713- 6.55% |
$89.8K - $101K
|
10.2K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-715- 9.12% |
$90.1K - $102K
|
7.12K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-715- 5.22% |
$90.1K - $102K
|
13K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-720- 3.93% |
$90.7K - $102K
|
17.6K
$2.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-735- 0.14% |
$92.6K - $104K
|
519K
$74.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-743- 2.64% |
$93.6K - $106K
|
27.4K
$3.93M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-745- 6.63% |
$93.8K - $106K
|
10.5K
$1.51M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-759- 2.6% |
$95.6K - $108K
|
28.4K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-765- 19.4% |
$96.4K - $109K
|
3.18K
$457K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-767- 12.93% |
$96.6K - $109K
|
5.16K
$742K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-775- 81.32% |
$97.6K - $110K
|
178
$25.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-791- 12.61% |
$99.6K - $112K
|
5.48K
$788K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-796- 50.9% |
$100K - $113K
|
768
$110K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-814- 1.3% |
$103K - $116K
|
61.9K
$8.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-844- 11.15% |
$106K - $120K
|
6.73K
$967K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-857- 3.46% |
$108K - $122K
|
23.9K
$3.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-930- 5.84% |
$117K - $132K
|
15K
$2.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-944- 40.55% |
$119K - $134K
|
1.38K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-945- 1.82% |
$119K - $134K
|
51.1K
$7.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-946- 30.15% |
$119K - $134K
|
2.19K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-955- 2.21% |
$120K - $136K
|
42.3K
$6.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-969- 16.53% |
$122K - $138K
|
4.89K
$704K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-970- 8.59% |
$122K - $138K
|
10.3K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1K- 7.49% |
$126K - $142K
|
12.4K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1K- 15.25% |
$126K - $142K
|
5.56K
$799K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.01K- 33.82% |
$127K - $144K
|
1.98K
$285K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.02K- 3.49% |
$128K - $144K
|
28.1K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.02K- 2.96% |
$129K - $145K
|
33.4K
$4.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.03K- 6.65% |
$130K - $146K
|
14.5K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.03K- 14.84% |
$130K - $147K
|
5.94K
$853K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-1.04K- 4.39% |
$131K - $148K
|
22.6K
$3.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.06K- 17.91% |
$134K - $151K
|
4.86K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.06K- 9.82% |
$134K - $151K
|
9.76K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.06K- 2.37% |
$134K - $151K
|
43.8K
$6.29M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.07K- 1.68% |
$134K - $151K
|
62.5K
$8.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.09K- 0.16% |
$137K - $155K
|
681K
$98M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.16K- 7.18% |
$145K - $164K
|
14.9K
$2.15M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.16K- 14.61% |
$146K - $164K
|
6.76K
$972K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.16K- 40.92% |
$146K - $164K
|
1.67K
$240K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.17K- 4.48% |
$147K - $166K
|
24.9K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.18K- 12.16% |
$148K - $167K
|
8.49K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.18K- 7.12% |
$148K - $167K
|
15.4K
$2.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.18K- 1.93% |
$148K - $167K
|
59.8K
$8.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.2K- 5.19% |
$151K - $170K
|
21.9K
$3.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.24K- 22.89% |
$156K - $175K
|
4.16K
$598K
|