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 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
536+ 1.88% |
$70.6K - $77.2K
|
29.1K
$3.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
524+ 1.67% |
$69K - $75.5K
|
31.9K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
510+ 1.32% |
$67.1K - $73.4K
|
39.1K
$5.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
506+ 12.2% |
$66.6K - $72.9K
|
4.65K
$619K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
506New |
$66.6K - $72.9K
|
506
$67.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
505+ 9.69% |
$66.5K - $72.7K
|
5.72K
$760K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
502+ 1.58% |
$66.1K - $72.3K
|
32.3K
$4.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
495+ 85.49% |
$65.2K - $71.3K
|
1.07K
$143K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
490+ 2.44% |
$64.5K - $70.6K
|
20.6K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
487+ 0.87% |
$64.1K - $70.1K
|
56.3K
$7.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
470New |
$61.9K - $67.7K
|
470
$62.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
443+ 2.66% |
$58.3K - $63.8K
|
17.1K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
439+ 10.86% |
$57.8K - $63.2K
|
4.48K
$596K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
426+ 4.08% |
$56.1K - $61.3K
|
10.9K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
423+ 3.91% |
$55.7K - $60.9K
|
11.2K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
412New |
$54.2K - $59.3K
|
412
$54.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
408+ 8.97% |
$53.7K - $58.8K
|
4.96K
$659K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
401+ 5.51% |
$52.8K - $57.7K
|
7.68K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
388+ 0.68% |
$51.1K - $55.9K
|
57.6K
$7.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
370New |
$48.7K - $53.3K
|
370
$49.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
361+ 5.0% |
$47.5K - $52K
|
7.59K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
330+ 1.84% |
$43.4K - $47.5K
|
18.2K
$2.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
319+ 0.38% |
$42K - $45.9K
|
83.4K
$11.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
314+ 16.47% |
$41.3K - $45.2K
|
2.22K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
300New |
$39.5K - $43.2K
|
300
$39.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
297+ 3.1% |
$39.1K - $42.8K
|
9.88K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
295+ 3.56% |
$38.8K - $42.5K
|
8.57K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
291+ 1.23% |
$38.3K - $41.9K
|
24K
$3.19M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
287New |
$37.8K - $41.3K
|
287
$38.1K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
285+ 203.57% |
$37.5K - $41K
|
425
$56.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
277+ 23.59% |
$36.5K - $39.9K
|
1.45K
$193K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
258+ 0.59% |
$34K - $37.2K
|
44K
$5.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
258New |
$34K - $37.2K
|
258
$34.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
244+ 4.55% |
$32.1K - $35.1K
|
5.61K
$746K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
241New |
$31.7K - $34.7K
|
241
$32K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
235New |
$30.9K - $33.8K
|
235
$31.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
227+ 2.92% |
$29.9K - $32.7K
|
8.01K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
200+ 4.79% |
$26.3K - $28.8K
|
4.38K
$582K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
200+ 2.62% |
$26.3K - $28.8K
|
7.82K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
199+ 4.91% |
$26.2K - $28.7K
|
4.25K
$565K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
194+ 5.39% |
$25.5K - $27.9K
|
3.79K
$504K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
194+ 0.91% |
$25.5K - $27.9K
|
21.6K
$2.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
183+ 10.94% |
$24.1K - $26.4K
|
1.86K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
176+ 3.37% |
$23.2K - $25.3K
|
5.41K
$718K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
168+ 7.72% |
$22.1K - $24.2K
|
2.35K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
165New |
$21.7K - $23.8K
|
165
$21.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
158New |
$20.8K - $22.8K
|
158
$21K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
147+ 2.29% |
$19.4K - $21.2K
|
6.58K
$874K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
146+ 0.9% |
$19.2K - $21K
|
16.3K
$2.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
134+ 1.64% |
$17.6K - $19.3K
|
8.28K
$1.1M
|