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 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
29+ 0.49% |
$3.61K - $3.84K
|
6K
$803K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
29+ 0.3% |
$3.61K - $3.84K
|
9.6K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
28+ 0.05% |
$3.49K - $3.71K
|
58.8K
$7.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
27+ 0.19% |
$3.36K - $3.58K
|
14.3K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
26+ 1.04% |
$3.24K - $3.44K
|
2.53K
$338K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
25+ 1.26% |
$3.12K - $3.31K
|
2.02K
$270K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
24+ 0.34% |
$2.99K - $3.18K
|
7.15K
$957K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.04% |
$2.74K - $2.91K
|
62K
$8.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
21+ 0.65% |
$2.62K - $2.78K
|
3.23K
$432K
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
20+ 0.69% |
$2.49K - $2.65K
|
2.91K
$389K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 5.92% |
$2.49K - $2.65K
|
358
$47.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
18+ 0.28% |
$2.24K - $2.38K
|
6.38K
$855K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18+ 0.09% |
$2.24K - $2.38K
|
19.5K
$2.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
18+ 0.68% |
$2.24K - $2.38K
|
2.67K
$358K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
18+ 0.42% |
$2.24K - $2.38K
|
4.27K
$572K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
BUY
|
- |
17+ 0.43% |
$2.12K - $2.25K
|
4.01K
$537K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
17+ 0.65% |
$2.12K - $2.25K
|
2.62K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
15+ 0.53% |
$1.87K - $1.99K
|
2.84K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
14+ 0.69% |
$1.74K - $1.85K
|
2.05K
$274K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
13+ 0.25% |
$1.62K - $1.72K
|
5.32K
$712K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
13+ 0.69% |
$1.62K - $1.72K
|
1.89K
$253K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12+ 0.34% |
$1.5K - $1.59K
|
3.52K
$471K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
12+ 0.61% |
$1.5K - $1.59K
|
1.99K
$267K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12+ 1.12% |
$1.5K - $1.59K
|
1.08K
$145K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 0.83% |
$1.37K - $1.46K
|
1.34K
$180K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
11+ 0.14% |
$1.37K - $1.46K
|
7.67K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11+ 0.1% |
$1.37K - $1.46K
|
11.3K
$1.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
11+ 0.42% |
$1.37K - $1.46K
|
2.61K
$350K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
11+ 0.46% |
$1.37K - $1.46K
|
2.39K
$320K
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
11+ 0.68% |
$1.37K - $1.46K
|
1.63K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10+ 0.41% |
$1.25K - $1.32K
|
2.42K
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10+ 0.16% |
$1.25K - $1.32K
|
6.17K
$826K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 0.32% |
$1.12K - $1.19K
|
2.82K
$378K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
9+ 3.81% |
$1.12K - $1.19K
|
245
$32.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
8+ 0.44% |
$997 - $1.06K
|
1.84K
$246K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
8+ 0.48% |
$997 - $1.06K
|
1.66K
$223K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 0.19% |
$997 - $1.06K
|
4.16K
$557K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
8+ 0.47% |
$997 - $1.06K
|
1.72K
$230K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8+ 0.08% |
$997 - $1.06K
|
10.3K
$1.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.17% |
$997 - $1.06K
|
4.78K
$640K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8+ 0.63% |
$997 - $1.06K
|
1.28K
$172K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
7+ 0.19% |
$872 - $927
|
3.64K
$487K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7+ 0.11% |
$872 - $927
|
6.45K
$863K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7+ 0.43% |
$872 - $927
|
1.63K
$218K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6+ 1.5% |
$748 - $795
|
407
$54.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
6+ 0.35% |
$748 - $795
|
1.71K
$228K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.09% |
$623 - $662
|
5.82K
$780K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.61% |
$623 - $662
|
830
$111K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.27% |
$623 - $662
|
1.88K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5+ 0.07% |
$623 - $662
|
7.11K
$952K
|