Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
173+ 0.76% |
$21.2K - $22.7K
|
22.9K
$2.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
167+ 51.7% |
$20.4K - $21.9K
|
490
$63.1K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
166+ 3.54% |
$20.3K - $21.8K
|
4.86K
$625K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
165+ 3.84% |
$20.2K - $21.7K
|
4.47K
$575K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
165+ 5.32% |
$20.2K - $21.7K
|
3.27K
$421K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
161+ 101.9% |
$19.7K - $21.1K
|
319
$41.1K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
157New |
$19.2K - $20.6K
|
157
$20.2K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
152+ 3.64% |
$18.6K - $19.9K
|
4.33K
$557K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
148+ 6.39% |
$18.1K - $19.4K
|
2.46K
$317K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
148+ 0.77% |
$18.1K - $19.4K
|
19.3K
$2.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
147+ 4.76% |
$18K - $19.3K
|
3.24K
$417K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
146+ 4.45% |
$17.9K - $19.2K
|
3.43K
$441K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
138+ 1.4% |
$16.9K - $18.1K
|
9.99K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
135+ 4.77% |
$16.5K - $17.7K
|
2.97K
$382K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
127+ 101.6% |
$15.5K - $16.7K
|
252
$32.4K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
119+ 2.6% |
$14.6K - $15.6K
|
4.7K
$605K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
117New |
$14.3K - $15.4K
|
117
$15.1K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
116+ 7.2% |
$14.2K - $15.2K
|
1.73K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
116+ 1.69% |
$14.2K - $15.2K
|
7K
$901K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
115+ 2.69% |
$14.1K - $15.1K
|
4.39K
$565K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
114+ 0.75% |
$13.9K - $15K
|
15.4K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
112+ 2.93% |
$13.7K - $14.7K
|
3.94K
$507K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
107+ 3.96% |
$13.1K - $14K
|
2.81K
$362K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
100+ 95.24% |
$12.2K - $13.1K
|
205
$26.4K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100+ 2.86% |
$12.2K - $13.1K
|
3.59K
$462K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
100+ 2.65% |
$12.2K - $13.1K
|
3.87K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
97New |
$11.9K - $12.7K
|
97
$12.5K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
96+ 76.8% |
$11.7K - $12.6K
|
221
$28.5K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
96+ 0.45% |
$11.7K - $12.6K
|
21.5K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
95+ 0.55% |
$11.6K - $12.5K
|
17.3K
$2.23M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
93+ 2.46% |
$11.4K - $12.2K
|
3.87K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
89+ 2.31% |
$10.9K - $11.7K
|
3.94K
$508K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
78+ 0.55% |
$9.54K - $10.2K
|
14.3K
$1.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
75+ 3.08% |
$9.17K - $9.84K
|
2.51K
$324K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
73New |
$8.93K - $9.58K
|
73
$9.4K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
66+ 1.14% |
$8.07K - $8.66K
|
5.85K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
62+ 0.75% |
$7.58K - $8.14K
|
8.32K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
60+ 0.56% |
$7.34K - $7.87K
|
10.7K
$1.38M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
60New |
$7.34K - $7.87K
|
60
$7.72K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57+ 0.22% |
$6.97K - $7.48K
|
26.2K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
55+ 0.46% |
$6.73K - $7.22K
|
12.1K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
55+ 0.37% |
$6.73K - $7.22K
|
14.9K
$1.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
55+ 2.31% |
$6.73K - $7.22K
|
2.43K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
52+ 0.54% |
$6.36K - $6.82K
|
9.67K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50+ 7.08% |
$6.11K - $6.56K
|
756
$97.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
48+ 0.47% |
$5.87K - $6.3K
|
10.2K
$1.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
46+ 6.42% |
$5.62K - $6.04K
|
763
$98.2K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
45+ 5.77% |
$5.5K - $5.91K
|
825
$106K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
42+ 0.95% |
$5.14K - $5.51K
|
4.45K
$572K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
42+ 8.33% |
$5.14K - $5.51K
|
546
$70.3K
|