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 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
102New |
$13.4K - $14.7K
|
102
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 1.91% |
$13.2K - $14.4K
|
5.34K
$741K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
100New |
$13.2K - $14.4K
|
100
$13.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
100New |
$13.2K - $14.4K
|
100
$13.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
98+ 1.98% |
$12.9K - $14.1K
|
5.06K
$701K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
97+ 6.12% |
$12.8K - $14K
|
1.68K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
96+ 0.63% |
$12.6K - $13.8K
|
15.3K
$2.12M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
93New |
$12.2K - $13.4K
|
93
$12.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
86+ 0.6% |
$11.3K - $12.4K
|
14.4K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
86+ 0.69% |
$11.3K - $12.4K
|
12.5K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
85+ 0.78% |
$11.2K - $12.2K
|
11K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
80+ 0.71% |
$10.5K - $11.5K
|
11.4K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
79+ 1.41% |
$10.4K - $11.4K
|
5.67K
$785K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
77New |
$10.1K - $11.1K
|
77
$10.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
76+ 4.93% |
$10K - $10.9K
|
1.62K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
76+ 1.11% |
$10K - $10.9K
|
6.92K
$959K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
75New |
$9.87K - $10.8K
|
75
$10.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
74+ 0.69% |
$9.74K - $10.7K
|
10.7K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
69+ 3.25% |
$9.08K - $9.94K
|
2.19K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
69+ 0.18% |
$9.08K - $9.94K
|
38.9K
$5.39M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
68+ 0.37% |
$8.95K - $9.79K
|
18.3K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
67+ 0.49% |
$8.82K - $9.65K
|
13.8K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
67New |
$8.82K - $9.65K
|
67
$9.29K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
66+ 4.4% |
$8.69K - $9.5K
|
1.57K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
66+ 1.21% |
$8.69K - $9.5K
|
5.54K
$767K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
65+ 1.41% |
$8.56K - $9.36K
|
4.68K
$649K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
64New |
$8.43K - $9.22K
|
64
$8.87K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
63New |
$8.29K - $9.07K
|
63
$8.73K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61+ 1.24% |
$8.03K - $8.78K
|
5K
$693K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
60+ 3.66% |
$7.9K - $8.64K
|
1.7K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
56+ 1.41% |
$7.37K - $8.06K
|
4.03K
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
55+ 0.59% |
$7.24K - $7.92K
|
9.44K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
55+ 0.59% |
$7.24K - $7.92K
|
9.33K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55+ 3.49% |
$7.24K - $7.92K
|
1.63K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
52+ 3.5% |
$6.85K - $7.49K
|
1.54K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
52+ 0.18% |
$6.85K - $7.49K
|
29.2K
$4.05M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
52+ 2.24% |
$6.85K - $7.49K
|
2.37K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
51+ 0.12% |
$6.71K - $7.34K
|
42K
$5.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
49+ 0.59% |
$6.45K - $7.06K
|
8.33K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
47+ 2.54% |
$6.19K - $6.77K
|
1.9K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 1.42% |
$5.92K - $6.48K
|
3.21K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 0.42% |
$5.79K - $6.34K
|
10.5K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
43+ 1.77% |
$5.66K - $6.19K
|
2.47K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42+ 0.55% |
$5.53K - $6.05K
|
7.7K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
41+ 1.75% |
$5.4K - $5.9K
|
2.39K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
41+ 1.99% |
$5.4K - $5.9K
|
2.1K
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
41+ 0.76% |
$5.4K - $5.9K
|
5.41K
$750K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
41+ 1.77% |
$5.4K - $5.9K
|
2.36K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
38+ 0.96% |
$5K - $5.47K
|
4.02K
$557K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
38New |
$5K - $5.47K
|
38
$5.27K
|