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 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.16K- 8.14% |
$273K - $307K
|
24.4K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.22K- 54.42% |
$280K - $316K
|
1.86K
$258K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.22K- 1.94% |
$280K - $316K
|
112K
$15.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-2.26K- 4.88% |
$284K - $320K
|
43.9K
$6.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 7.24% |
$295K - $332K
|
30K
$4.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.46K- 5.98% |
$309K - $349K
|
38.6K
$5.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.5K- 2.61% |
$314K - $355K
|
93.1K
$12.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.54K- 8.34% |
$319K - $360K
|
27.9K
$3.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.56K- 15.64% |
$322K - $363K
|
13.8K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.69K- 41.77% |
$339K - $383K
|
3.75K
$520K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.75K- 14.6% |
$346K - $390K
|
16.1K
$2.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.79K- 3.49% |
$351K - $396K
|
77K
$10.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.81K- 2.32% |
$354K - $400K
|
119K
$16.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.87K- 2.19% |
$361K - $407K
|
128K
$17.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.93K- 9.63% |
$369K - $416K
|
27.5K
$3.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3K- 1.22% |
$378K - $426K
|
242K
$33.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.07K- 20.9% |
$386K - $436K
|
11.6K
$1.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.15K- 10.16% |
$397K - $448K
|
27.9K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.21K- 3.43% |
$404K - $456K
|
90.2K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.22K- 1.35% |
$405K - $457K
|
236K
$32.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.27K- 13.69% |
$412K - $464K
|
20.6K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.31K- 26.99% |
$417K - $471K
|
8.96K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.44K- 5.45% |
$434K - $489K
|
59.7K
$8.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.44K- 2.99% |
$434K - $489K
|
112K
$15.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.45K- 50.97% |
$435K - $491K
|
3.32K
$461K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.47K- 20.02% |
$437K - $493K
|
13.9K
$1.92M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.47K- 16.02% |
$437K - $493K
|
18.2K
$2.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.48K- 7.6% |
$438K - $494K
|
42.3K
$5.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
SELL
|
- |
-3.57K- 7.82% |
$450K - $507K
|
42.1K
$5.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.79K- 25.87% |
$478K - $539K
|
10.9K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 4.4% |
$482K - $543K
|
83.1K
$11.5M
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-4.1K- 10.59% |
$516K - $582K
|
34.6K
$4.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.16K- 3.47% |
$523K - $590K
|
115K
$16M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.16K- 2.67% |
$524K - $591K
|
152K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.38K- 4.5% |
$551K - $622K
|
93K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.49K- 4.72% |
$565K - $637K
|
90.5K
$12.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4.7K- 11.64% |
$592K - $668K
|
35.7K
$4.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.8K- 10.07% |
$604K - $682K
|
42.9K
$5.94M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.81K- 14.05% |
$605K - $683K
|
29.4K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.08K- 66.31% |
$640K - $722K
|
2.58K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.09K- 32.44% |
$641K - $723K
|
10.6K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.52K- 89.84% |
$695K - $784K
|
624
$86.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.56K- 8.54% |
$701K - $790K
|
59.6K
$8.26M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.66K- 25.9% |
$712K - $804K
|
16.2K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.71K- 62.18% |
$720K - $812K
|
3.48K
$482K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-5.73K- 8.42% |
$721K - $813K
|
62.3K
$8.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.46K- 1.4% |
$814K - $918K
|
455K
$63.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-6.47K- 11.15% |
$814K - $918K
|
51.5K
$7.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6.5K- 12.76% |
$818K - $923K
|
44.4K
$6.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.7K- 63.84% |
$843K - $951K
|
3.79K
$526K
|