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 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.07K- 0.6% |
$141K - $154K
|
177K
$23.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.1K- 2.4% |
$144K - $158K
|
44.6K
$5.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.11K- 2.69% |
$146K - $160K
|
40.1K
$5.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.14K- 0.75% |
$150K - $164K
|
151K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.15K- 23.12% |
$151K - $165K
|
3.81K
$506K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-1.17K- 5.39% |
$154K - $168K
|
20.5K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.17K- 3.91% |
$154K - $168K
|
28.8K
$3.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.22K- 16.12% |
$160K - $175K
|
6.32K
$840K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.22K- 2.01% |
$161K - $176K
|
59.5K
$7.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.22K- 13.64% |
$161K - $176K
|
7.74K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.23K- 7.69% |
$161K - $176K
|
14.7K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.25K- 1.33% |
$165K - $180K
|
92.9K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.26K- 14.26% |
$165K - $181K
|
7.56K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.3K- 15.48% |
$171K - $187K
|
7.09K
$942K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.3K- 4.75% |
$171K - $187K
|
26.1K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.3K- 9.61% |
$172K - $188K
|
12.3K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.31K- 21.22% |
$172K - $188K
|
4.85K
$644K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.38K- 3.85% |
$181K - $198K
|
34.3K
$4.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.4K- 28.65% |
$184K - $202K
|
3.49K
$463K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-1.48K- 3.51% |
$194K - $213K
|
40.6K
$5.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.5K- 4.58% |
$198K - $217K
|
31.4K
$4.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.51K- 0.78% |
$198K - $217K
|
192K
$25.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.52K- 13.54% |
$200K - $219K
|
9.7K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.54K- 22.77% |
$203K - $222K
|
5.22K
$694K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.59K- 2.95% |
$210K - $230K
|
52.5K
$6.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.6K- 2.45% |
$211K - $230K
|
63.6K
$8.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.72K- 3.88% |
$227K - $248K
|
42.7K
$5.67M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.96K- 18.45% |
$258K - $282K
|
8.65K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.07K- 34.61% |
$273K - $299K
|
3.92K
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-2.12K- 10.31% |
$279K - $305K
|
18.4K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 16.39% |
$280K - $306K
|
10.8K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.23K- 4.8% |
$294K - $321K
|
44.3K
$5.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.29K- 3.49% |
$301K - $329K
|
63.2K
$8.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.3K- 7.85% |
$303K - $331K
|
27K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.3K- 99.91% |
$303K - $331K
|
2
$266
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.32K- 48.17% |
$305K - $334K
|
2.5K
$332K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.49K- 6.8% |
$327K - $358K
|
34.1K
$4.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.49K- 20.71% |
$328K - $359K
|
9.53K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.65K- 0.25% |
$348K - $381K
|
1.06M
$141M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.7K- 2.73% |
$356K - $389K
|
96.4K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.72K- 27.38% |
$358K - $392K
|
7.21K
$958K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.73K- 10.12% |
$359K - $393K
|
24.2K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.73K- 3.01% |
$359K - $393K
|
87.8K
$11.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.73K- 10.97% |
$359K - $393K
|
22.2K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.88K- 6.67% |
$379K - $415K
|
40.3K
$5.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.09K- 78.74% |
$407K - $445K
|
835
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.23K- 1.6% |
$425K - $465K
|
199K
$26.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.49K- 6.78% |
$460K - $503K
|
48K
$6.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4.08K- 48.06% |
$537K - $587K
|
4.41K
$586K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.1K- 6.87% |
$540K - $591K
|
55.6K
$7.39M
|