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 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.93% |
$395 - $432
|
326
$43.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
3+ 0.13% |
$395 - $432
|
2.23K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$263 - $288
|
9.06K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.73% |
$263 - $288
|
275
$36.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2+ 0.08% |
$263 - $288
|
2.53K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.02% |
$132 - $144
|
5.76K
$765K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1+ 0.03% |
$132 - $144
|
3.26K
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$132 - $144
|
4.16K
$553K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$132 - $144
|
3.77K
$501K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.04% |
$132 - $144
|
2.53K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$132 - $144
|
2.13K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3- 0.04% |
$395 - $432
|
6.7K
$890K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 3.57% |
$527 - $576
|
108
$14.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4- 0.01% |
$527 - $576
|
68.8K
$9.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4- 0.06% |
$527 - $576
|
7.1K
$943K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7- 0.05% |
$922 - $1.01K
|
14.8K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7- 0.14% |
$922 - $1.01K
|
5.05K
$671K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-8- 0.33% |
$1.05K - $1.15K
|
2.39K
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-9- 0.14% |
$1.18K - $1.3K
|
6.36K
$845K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-11- 0.26% |
$1.45K - $1.58K
|
4.16K
$553K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-14- 0.12% |
$1.84K - $2.02K
|
11.9K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-15- 0.85% |
$1.97K - $2.16K
|
1.74K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-15- 0.21% |
$1.97K - $2.16K
|
6.99K
$929K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-19- 0.52% |
$2.5K - $2.74K
|
3.63K
$483K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-20- 0.38% |
$2.63K - $2.88K
|
5.22K
$694K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-20- 0.17% |
$2.63K - $2.88K
|
11.9K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-21- 10.1% |
$2.76K - $3.02K
|
187
$24.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-21- 0.34% |
$2.76K - $3.02K
|
6.18K
$821K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-23- 0.04% |
$3.03K - $3.31K
|
55K
$7.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-24- 0.37% |
$3.16K - $3.46K
|
6.4K
$850K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 2.67% |
$3.42K - $3.74K
|
946
$126K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-26- 0.09% |
$3.42K - $3.74K
|
27.8K
$3.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-29- 0.21% |
$3.82K - $4.18K
|
13.7K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-29- 1.54% |
$3.82K - $4.18K
|
1.86K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-31- 1.26% |
$4.08K - $4.46K
|
2.43K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-32- 0.98% |
$4.21K - $4.61K
|
3.24K
$431K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-32- 2.4% |
$4.21K - $4.61K
|
1.3K
$173K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-35- 0.22% |
$4.61K - $5.04K
|
15.7K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-35- 0.97% |
$4.61K - $5.04K
|
3.58K
$476K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-39- 0.84% |
$5.13K - $5.62K
|
4.6K
$611K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-40- 17.47% |
$5.27K - $5.76K
|
189
$25.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-43- 2.21% |
$5.66K - $6.19K
|
1.91K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-44- 0.47% |
$5.79K - $6.34K
|
9.33K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-44- 0.94% |
$5.79K - $6.34K
|
4.62K
$613K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-45- 2.39% |
$5.92K - $6.48K
|
1.83K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-45- 2.38% |
$5.92K - $6.48K
|
1.85K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-50- 1.07% |
$6.58K - $7.2K
|
4.62K
$614K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-50- 0.56% |
$6.58K - $7.2K
|
8.82K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-50- 0.97% |
$6.58K - $7.2K
|
5.11K
$680K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-51- 1.34% |
$6.71K - $7.34K
|
3.77K
$500K
|