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 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.54K+ 12.95% |
$697K - $786K
|
48.3K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.43K+ 9.11% |
$683K - $771K
|
65K
$9.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
5.4KNew |
$681K - $768K
|
5.4K
$755K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.32K+ 23.28% |
$671K - $756K
|
28.2K
$3.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.21K+ 20.47% |
$656K - $739K
|
30.6K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.11K+ 0.21% |
$644K - $726K
|
2.42M
$338M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5K+ 227.27% |
$630K - $710K
|
7.2K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.9K+ 7.19% |
$618K - $697K
|
73.1K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.84K+ 5.8% |
$609K - $687K
|
88.3K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.55KNew |
$573K - $646K
|
4.55K
$635K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.14K+ 9.85% |
$521K - $588K
|
46.1K
$6.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.85K+ 14.77% |
$485K - $547K
|
29.9K
$4.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.68K+ 5.53% |
$463K - $523K
|
70.2K
$9.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.63K+ 114.96% |
$457K - $515K
|
6.78K
$947K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3.55K+ 15.99% |
$447K - $504K
|
25.8K
$3.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.42KNew |
$430K - $485K
|
3.42K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.38K+ 76.59% |
$426K - $481K
|
7.8K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3.35K+ 11.14% |
$422K - $476K
|
33.4K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.21KNew |
$404K - $456K
|
3.21K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.2KNew |
$403K - $454K
|
3.2K
$447K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.16K+ 18.38% |
$398K - $448K
|
20.3K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.16KNew |
$397K - $448K
|
3.16K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.09KNew |
$389K - $438K
|
3.09K
$431K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.04K+ 5.47% |
$383K - $432K
|
58.6K
$8.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.97K+ 2.8% |
$374K - $421K
|
109K
$15.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.9K+ 0.78% |
$365K - $412K
|
374K
$52.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.85K+ 34.82% |
$358K - $404K
|
11K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.74KNew |
$345K - $389K
|
2.74K
$383K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.72KNew |
$343K - $387K
|
2.72K
$380K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.64K+ 1.94% |
$333K - $375K
|
139K
$19.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.62KNew |
$330K - $372K
|
2.62K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.59KNew |
$326K - $368K
|
2.59K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.59K+ 51.45% |
$326K - $368K
|
7.62K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.58K+ 79.93% |
$325K - $366K
|
5.81K
$811K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.58K+ 4.01% |
$325K - $366K
|
66.9K
$9.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
2.57KNew |
$324K - $365K
|
2.57K
$359K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.54K+ 4.2% |
$320K - $360K
|
63K
$8.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.53KNew |
$318K - $359K
|
2.53K
$353K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.51KNew |
$316K - $356K
|
2.51K
$350K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.51KNew |
$316K - $356K
|
2.51K
$350K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2.48KNew |
$312K - $352K
|
2.48K
$346K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.46KNew |
$310K - $350K
|
2.46K
$344K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.26KNew |
$285K - $321K
|
2.26K
$315K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 98.75% |
$280K - $315K
|
4.47K
$624K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.18KNew |
$274K - $309K
|
2.18K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.16K+ 2.5% |
$272K - $307K
|
88.7K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.06KNew |
$260K - $293K
|
2.06K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.95K+ 42.37% |
$246K - $277K
|
6.55K
$915K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.94KNew |
$245K - $276K
|
1.94K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.9KNew |
$239K - $270K
|
1.9K
$265K
|