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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.1KNew |
$409K - $447K
|
3.1K
$415K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.09K+ 0.83% |
$407K - $445K
|
377K
$50.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
BUY
|
- |
3.05KNew |
$401K - $438K
|
3.05K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.98KNew |
$393K - $429K
|
2.98K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.94KNew |
$387K - $423K
|
2.94K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.92KNew |
$385K - $421K
|
2.92K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
2.92KNew |
$384K - $420K
|
2.92K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.92KNew |
$384K - $420K
|
2.92K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2.83K+ 8.45% |
$372K - $407K
|
36.3K
$4.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.72KNew |
$357K - $391K
|
2.72K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
2.65KNew |
$349K - $382K
|
2.65K
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.57KNew |
$338K - $370K
|
2.57K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.52KNew |
$332K - $363K
|
2.52K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.51K+ 15.62% |
$330K - $361K
|
18.6K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.45KNew |
$322K - $352K
|
2.45K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.43K+ 13.25% |
$320K - $350K
|
20.8K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.41K+ 7.63% |
$318K - $348K
|
34K
$4.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.41K+ 20.8% |
$318K - $348K
|
14K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.41K+ 0.82% |
$317K - $347K
|
298K
$39.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.06KNew |
$271K - $297K
|
2.06K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.01K+ 4.17% |
$265K - $290K
|
50.3K
$6.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2KNew |
$263K - $288K
|
2K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.97KNew |
$259K - $283K
|
1.97K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.92K+ 2.5% |
$253K - $277K
|
78.9K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.87K+ 8.9% |
$246K - $269K
|
22.9K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.85KNew |
$244K - $266K
|
1.85K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.84K+ 2.92% |
$242K - $264K
|
64.8K
$8.66M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.77K+ 82.28% |
$233K - $255K
|
3.92K
$524K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.76K+ 12.72% |
$232K - $254K
|
15.6K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.71KNew |
$225K - $246K
|
1.71K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.66KNew |
$219K - $240K
|
1.66K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.61KNew |
$212K - $232K
|
1.61K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.59K+ 9.86% |
$209K - $229K
|
17.7K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.54K+ 33.2% |
$202K - $221K
|
6.16K
$824K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.44K+ 2.33% |
$190K - $207K
|
63.3K
$8.46M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.36K+ 4.96% |
$179K - $196K
|
28.9K
$3.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1.35K+ 0.59% |
$178K - $195K
|
232K
$31M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 5.08% |
$175K - $191K
|
27.5K
$3.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.31K+ 4.64% |
$173K - $189K
|
29.5K
$3.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
1.3K+ 2.7% |
$171K - $187K
|
49.5K
$6.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.3K+ 58.72% |
$171K - $187K
|
3.5K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.22K+ 2.04% |
$160K - $175K
|
61K
$8.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 46.11% |
$152K - $167K
|
3.67K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.11K+ 7.45% |
$146K - $159K
|
16K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.1K+ 77.25% |
$144K - $158K
|
2.52K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.08K+ 21.05% |
$142K - $155K
|
6.19K
$827K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.07K+ 15.75% |
$141K - $154K
|
7.85K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
977New |
$129K - $141K
|
977
$131K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
954+ 8.28% |
$126K - $137K
|
12.5K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
940+ 32.98% |
$124K - $135K
|
3.79K
$507K
|