Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-4.39K- 9.98% |
$577K - $632K
|
39.6K
$5.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.44K- 3.95% |
$585K - $640K
|
108K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-4.51K- 68.0% |
$594K - $650K
|
2.12K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.59K- 31.74% |
$605K - $661K
|
9.88K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.15K- 12.01% |
$678K - $741K
|
37.7K
$5.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-5.4K- 11.89% |
$711K - $778K
|
40K
$5.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.77K- 12.72% |
$760K - $831K
|
39.6K
$5.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.18K- 6.64% |
$814K - $890K
|
86.9K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.55K- 27.08% |
$994K - $1.09M
|
20.3K
$2.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.7K- 1.99% |
$1.41M - $1.55M
|
529K
$70.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.2K- 9.86% |
$1.87M - $2.05M
|
130K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-15.7K- 23.43% |
$2.07M - $2.26M
|
51.3K
$6.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-23.3K- 79.43% |
$3.07M - $3.36M
|
6.05K
$808K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.9K- 2.72% |
$3.15M - $3.44M
|
854K
$114M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-26.5K- 2.14% |
$3.49M - $3.82M
|
1.21M
$162M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-84.9K- 97.52% |
$11.2M - $12.2M
|
2.16K
$288K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.16M- 99.12% |
$153M - $168M
|
10.3K
$1.38M
|