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 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46+ 11.3% |
$5.79K - $6.53K
|
453
$63.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
45New |
$5.67K - $6.39K
|
45
$6.28K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
43+ 1.01% |
$5.42K - $6.11K
|
4.32K
$602K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
42+ 1.7% |
$5.29K - $5.97K
|
2.51K
$350K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
40+ 0.27% |
$5.04K - $5.68K
|
15K
$2.09M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
37+ 1.62% |
$4.66K - $5.26K
|
2.32K
$324K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
37+ 0.94% |
$4.66K - $5.26K
|
3.98K
$555K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
36+ 1.49% |
$4.53K - $5.11K
|
2.46K
$343K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
35+ 0.87% |
$4.41K - $4.97K
|
4.04K
$564K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
34+ 0.56% |
$4.28K - $4.83K
|
6.15K
$858K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
34+ 0.46% |
$4.28K - $4.83K
|
7.38K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
33+ 1.02% |
$4.16K - $4.69K
|
3.27K
$457K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
31+ 0.44% |
$3.9K - $4.4K
|
7K
$978K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
29+ 0.56% |
$3.65K - $4.12K
|
5.19K
$724K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28+ 0.11% |
$3.53K - $3.98K
|
24.4K
$3.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
27New |
$3.4K - $3.84K
|
27
$3.77K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
25+ 2.58% |
$3.15K - $3.55K
|
994
$139K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
25+ 0.12% |
$3.15K - $3.55K
|
21.4K
$2.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
25+ 0.32% |
$3.15K - $3.55K
|
7.89K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
24+ 0.25% |
$3.02K - $3.41K
|
9.63K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
23+ 176.92% |
$2.9K - $3.27K
|
36
$5.03K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
23+ 0.51% |
$2.9K - $3.27K
|
4.52K
$631K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
22+ 9.95% |
$2.77K - $3.12K
|
243
$33.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
21+ 0.56% |
$2.64K - $2.98K
|
3.8K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
21+ 0.69% |
$2.64K - $2.98K
|
3.07K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
20+ 0.67% |
$2.52K - $2.84K
|
3.01K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
19+ 0.94% |
$2.39K - $2.7K
|
2.05K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.56% |
$2.14K - $2.41K
|
3.04K
$425K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
16+ 0.25% |
$2.02K - $2.27K
|
6.4K
$893K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
16+ 0.55% |
$2.02K - $2.27K
|
2.92K
$408K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
15+ 0.26% |
$1.89K - $2.13K
|
5.84K
$815K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
15+ 0.92% |
$1.89K - $2.13K
|
1.64K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
14+ 0.36% |
$1.76K - $1.99K
|
3.88K
$541K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14+ 0.67% |
$1.76K - $1.99K
|
2.12K
$295K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
13+ 0.78% |
$1.64K - $1.85K
|
1.68K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
13+ 0.54% |
$1.64K - $1.85K
|
2.43K
$339K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
13+ 0.72% |
$1.64K - $1.85K
|
1.82K
$255K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
13+ 0.54% |
$1.64K - $1.85K
|
2.4K
$335K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
12+ 0.57% |
$1.51K - $1.7K
|
2.13K
$297K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
12+ 0.65% |
$1.51K - $1.7K
|
1.87K
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 0.25% |
$1.39K - $1.56K
|
4.43K
$619K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
11+ 0.54% |
$1.39K - $1.56K
|
2.06K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
10+ 0.53% |
$1.26K - $1.42K
|
1.9K
$265K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10+ 0.27% |
$1.26K - $1.42K
|
3.74K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
10+ 0.5% |
$1.26K - $1.42K
|
2K
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.03% |
$1.13K - $1.28K
|
26.2K
$3.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.11% |
$1.13K - $1.28K
|
8.22K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
9+ 0.34% |
$1.13K - $1.28K
|
2.62K
$366K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
9+ 0.55% |
$1.13K - $1.28K
|
1.64K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.03% |
$1.01K - $1.14K
|
28.4K
$3.97M
|