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
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15+ 0.81% |
$1.97K - $2.16K
|
1.87K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
14+ 0.17% |
$1.84K - $2.02K
|
8.24K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
13+ 0.79% |
$1.71K - $1.87K
|
1.65K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
13+ 0.7% |
$1.71K - $1.87K
|
1.88K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
12+ 0.46% |
$1.58K - $1.73K
|
2.64K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
11+ 0.71% |
$1.45K - $1.58K
|
1.57K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.1% |
$1.32K - $1.44K
|
9.64K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.24% |
$1.32K - $1.44K
|
4.25K
$568K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
10+ 0.54% |
$1.32K - $1.44K
|
1.86K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 0.24% |
$1.32K - $1.44K
|
4.2K
$561K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9+ 0.1% |
$1.18K - $1.3K
|
9.12K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9+ 0.7% |
$1.18K - $1.3K
|
1.3K
$174K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9+ 0.15% |
$1.18K - $1.3K
|
6.17K
$824K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
9+ 0.03% |
$1.18K - $1.3K
|
25.9K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6+ 0.76% |
$790 - $864
|
794
$106K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.72% |
$790 - $864
|
841
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
6+ 0.37% |
$790 - $864
|
1.61K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
6+ 0.36% |
$790 - $864
|
1.68K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5+ 0.28% |
$658 - $720
|
1.77K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.14% |
$658 - $720
|
3.51K
$470K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.02% |
$658 - $720
|
20.2K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4+ 0.15% |
$527 - $576
|
2.63K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4+ 0.26% |
$527 - $576
|
1.53K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4+ 0.18% |
$527 - $576
|
2.26K
$302K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.24% |
$527 - $576
|
1.66K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4+ 0.18% |
$527 - $576
|
2.21K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4+ 0.23% |
$527 - $576
|
1.73K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$527 - $576
|
76.7K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.93% |
$395 - $432
|
326
$43.6K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3+ 0.08% |
$395 - $432
|
3.85K
$515K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$395 - $432
|
2.65K
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
3+ 0.13% |
$395 - $432
|
2.23K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
3+ 0.04% |
$395 - $432
|
6.73K
$900K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3New |
$395 - $432
|
3
$401
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
3New |
$395 - $432
|
3
$401
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3+ 0.08% |
$395 - $432
|
3.62K
$484K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2+ 0.08% |
$263 - $288
|
2.53K
$338K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$263 - $288
|
9.06K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.02% |
$132 - $144
|
5.76K
$770K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$132 - $144
|
4.16K
$556K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$132 - $144
|
3.77K
$504K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.04% |
$132 - $144
|
2.53K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1+ 0.03% |
$132 - $144
|
3.26K
$436K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3- 0.04% |
$395 - $432
|
6.7K
$896K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 3.57% |
$527 - $576
|
108
$14.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4- 0.06% |
$527 - $576
|
7.1K
$949K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4- 0.01% |
$527 - $576
|
68.8K
$9.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7- 0.14% |
$922 - $1.01K
|
5.05K
$675K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7- 0.05% |
$922 - $1.01K
|
14.8K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-8- 0.33% |
$1.05K - $1.15K
|
2.39K
$320K
|