Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
110+ 3.88% |
$13.7K - $14.6K
|
2.95K
$379K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
106+ 2.42% |
$13.2K - $14K
|
4.49K
$579K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
104+ 0.68% |
$13K - $13.8K
|
15.5K
$2M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
94+ 3.85% |
$11.7K - $12.5K
|
2.54K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
92+ 0.94% |
$11.5K - $12.2K
|
9.86K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
90+ 1.56% |
$11.2K - $11.9K
|
5.86K
$755K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
88+ 3.56% |
$11K - $11.7K
|
2.56K
$330K
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
87+ 0.67% |
$10.8K - $11.5K
|
13K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
86+ 2.49% |
$10.7K - $11.4K
|
3.54K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
84+ 2.84% |
$10.5K - $11.1K
|
3.04K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
83+ 0.81% |
$10.3K - $11K
|
10.4K
$1.33M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
81New |
$10.1K - $10.7K
|
81
$10.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
81+ 1.29% |
$10.1K - $10.7K
|
6.36K
$819K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
80+ 2.28% |
$9.97K - $10.6K
|
3.58K
$461K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
78+ 2.31% |
$9.72K - $10.3K
|
3.46K
$445K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
77+ 0.82% |
$9.59K - $10.2K
|
9.47K
$1.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
77+ 9.86% |
$9.59K - $10.2K
|
858
$110K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
75+ 1.31% |
$9.35K - $9.93K
|
5.79K
$745K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
71+ 0.66% |
$8.85K - $9.4K
|
10.8K
$1.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
63+ 0.65% |
$7.85K - $8.34K
|
9.74K
$1.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
62+ 0.69% |
$7.73K - $8.21K
|
9K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
60+ 2.42% |
$7.48K - $7.95K
|
2.54K
$328K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
57+ 0.63% |
$7.1K - $7.55K
|
9.13K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
55+ 0.46% |
$6.85K - $7.29K
|
12.1K
$1.56M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
55+ 1.17% |
$6.85K - $7.29K
|
4.77K
$614K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
54+ 0.84% |
$6.73K - $7.15K
|
6.45K
$830K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
53+ 0.67% |
$6.6K - $7.02K
|
7.91K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
51+ 1.14% |
$6.35K - $6.76K
|
4.52K
$581K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
51+ 1.35% |
$6.35K - $6.76K
|
3.82K
$491K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
50New |
$6.23K - $6.62K
|
50
$6.44K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
48+ 0.59% |
$5.98K - $6.36K
|
8.22K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
45+ 0.76% |
$5.61K - $5.96K
|
5.94K
$764K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
44New |
$5.48K - $5.83K
|
44
$5.66K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
43+ 0.1% |
$5.36K - $5.7K
|
42K
$5.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
42New |
$5.23K - $5.56K
|
42
$5.41K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
42New |
$5.23K - $5.56K
|
42
$5.41K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
42+ 22.22% |
$5.23K - $5.56K
|
231
$29.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
42+ 43.3% |
$5.23K - $5.56K
|
139
$17.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
40+ 0.66% |
$4.98K - $5.3K
|
6.11K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 0.36% |
$4.73K - $5.03K
|
10.5K
$1.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
38+ 0.83% |
$4.73K - $5.03K
|
4.61K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
37+ 0.65% |
$4.61K - $4.9K
|
5.77K
$743K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
36+ 0.52% |
$4.49K - $4.77K
|
6.97K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
36+ 70.59% |
$4.49K - $4.77K
|
87
$11.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
35+ 1.69% |
$4.36K - $4.64K
|
2.1K
$270K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
34+ 0.28% |
$4.24K - $4.5K
|
12K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
32+ 0.33% |
$3.99K - $4.24K
|
9.66K
$1.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
31+ 1.27% |
$3.86K - $4.11K
|
2.47K
$317K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
30+ 0.57% |
$3.74K - $3.97K
|
5.34K
$687K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
30+ 0.4% |
$3.74K - $3.97K
|
7.48K
$963K
|