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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.01MNew |
$396M - $433M
|
3.01M
$404M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
678K+ 267004.34% |
$89.3M - $97.7M
|
678K
$91.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
653K+ 62.99% |
$85.9M - $94M
|
1.69M
$227M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
335K+ 18.97% |
$44.2M - $48.3M
|
2.1M
$282M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
241K+ 46.41% |
$31.7M - $34.7M
|
759K
$102M
|
|
|
Feb 14, 2025
Q4 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
219KNew |
$28.8M - $31.5M
|
219K
$29.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
177KNew |
$23.4M - $25.5M
|
177K
$23.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
123KNew |
$16.1M - $17.6M
|
123K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
117K+ 84.52% |
$15.4M - $16.9M
|
256K
$34.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
111KNew |
$14.6M - $16M
|
111K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.3K+ 2.05% |
$12.7M - $13.9M
|
4.79M
$643M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
87.1KNew |
$11.5M - $12.5M
|
87.1K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
67.5K+ 35.61% |
$8.89M - $9.72M
|
257K
$34.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59K+ 2.11% |
$7.77M - $8.5M
|
2.86M
$384M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
56.8K+ 220.81% |
$7.47M - $8.17M
|
82.5K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
54.6K+ 2.22% |
$7.19M - $7.87M
|
2.52M
$338M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.6K+ 12.6% |
$6.93M - $7.58M
|
470K
$63.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
47.3K+ 2.78% |
$6.23M - $6.82M
|
1.75M
$235M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
41.4K+ 154.15% |
$5.46M - $5.97M
|
68.3K
$9.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
39.1KNew |
$5.15M - $5.63M
|
39.1K
$5.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
38.8KNew |
$5.11M - $5.58M
|
38.8K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
38.8KNew |
$5.1M - $5.58M
|
38.8K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
35KNew |
$4.61M - $5.04M
|
35K
$4.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
32.7K+ 1594.88% |
$4.3M - $4.71M
|
34.7K
$4.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.5K+ 2.84% |
$4.01M - $4.39M
|
1.1M
$148M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.3K+ 13.93% |
$3.98M - $4.36M
|
247K
$33.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
29.7K+ 1155.62% |
$3.91M - $4.28M
|
32.3K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.6K+ 0.32% |
$3.24M - $3.54M
|
7.72M
$1.04B
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
24.5K+ 50.14% |
$3.22M - $3.52M
|
73.2K
$9.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
22.9K+ 1278.5% |
$3.02M - $3.3M
|
24.7K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
22.2K+ 207.04% |
$2.92M - $3.2M
|
32.9K
$4.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
22.2KNew |
$2.92M - $3.19M
|
22.2K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.9K+ 112.87% |
$2.89M - $3.16M
|
41.4K
$5.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
19.6KNew |
$2.58M - $2.82M
|
19.6K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
19.4KNew |
$2.56M - $2.8M
|
19.4K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17.6KNew |
$2.32M - $2.54M
|
17.6K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
16.8KNew |
$2.21M - $2.41M
|
16.8K
$2.25M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
16.8K+ 18.98% |
$2.21M - $2.41M
|
105K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
15.8KNew |
$2.08M - $2.27M
|
15.8K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
15.6KNew |
$2.06M - $2.25M
|
15.6K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
15.2KNew |
$2M - $2.19M
|
15.2K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.8K+ 404.5% |
$1.95M - $2.14M
|
18.5K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
14.4KNew |
$1.89M - $2.07M
|
14.4K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$1.85M - $2.02M
|
14K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
12.6K+ 308.4% |
$1.66M - $1.82M
|
16.7K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
12.1K+ 303.83% |
$1.59M - $1.74M
|
16K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.5K+ 16.45% |
$1.52M - $1.66M
|
81.6K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
10.6K+ 1.43% |
$1.4M - $1.53M
|
755K
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5K+ 1.54% |
$1.38M - $1.51M
|
692K
$92.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 5.47% |
$1.37M - $1.5M
|
200K
$26.9M
|