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 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-100- 36.36% |
$13.2K - $14.4K
|
175
$23.5K
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 3.68% |
$13.2K - $14.4K
|
2.62K
$351K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-100- 1.65% |
$13.2K - $14.4K
|
5.95K
$799K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-102- 5.69% |
$13.4K - $14.7K
|
1.69K
$227K
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-103- 3.26% |
$13.6K - $14.8K
|
3.05K
$410K
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-105- 1.86% |
$13.8K - $15.1K
|
5.53K
$742K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-107- 1.24% |
$14.1K - $15.4K
|
8.53K
$1.15M
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-108- 0.92% |
$14.2K - $15.6K
|
11.6K
$1.56M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-113- 3.5% |
$14.9K - $16.3K
|
3.12K
$418K
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
SELL
|
- |
-114- 1.89% |
$15K - $16.4K
|
5.92K
$795K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-121- 3.88% |
$15.9K - $17.4K
|
3K
$402K
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-125- 0.7% |
$16.5K - $18K
|
17.6K
$2.37M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-128- 0.62% |
$16.9K - $18.4K
|
20.5K
$2.75M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-132- 3.11% |
$17.4K - $19K
|
4.11K
$552K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-133- 0.89% |
$17.5K - $19.2K
|
14.9K
$2M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-139- 2.54% |
$18.3K - $20K
|
5.34K
$717K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-140- 1.81% |
$18.4K - $20.2K
|
7.6K
$1.02M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-144- 5.17% |
$19K - $20.7K
|
2.64K
$355K
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-148- 8.57% |
$19.5K - $21.3K
|
1.58K
$212K
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-149- 5.1% |
$19.6K - $21.5K
|
2.77K
$372K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-151- 2.89% |
$19.9K - $21.7K
|
5.07K
$680K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-151- 5.02% |
$19.9K - $21.7K
|
2.86K
$384K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-152- 8.03% |
$20K - $21.9K
|
1.74K
$234K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-152- 2.03% |
$20K - $21.9K
|
7.34K
$985K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-155- 1.5% |
$20.4K - $22.3K
|
10.2K
$1.36M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-158- 3.14% |
$20.8K - $22.8K
|
4.87K
$653K
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-165- 3.28% |
$21.7K - $23.8K
|
4.86K
$653K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-165- 33.88% |
$21.7K - $23.8K
|
322
$43.2K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-170- 5.76% |
$22.4K - $24.5K
|
2.78K
$374K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-171- 0.27% |
$22.5K - $24.6K
|
62.1K
$8.33M
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-172- 1.75% |
$22.6K - $24.8K
|
9.64K
$1.29M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-177- 0.48% |
$23.3K - $25.5K
|
37K
$4.96M
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-184- 0.9% |
$24.2K - $26.5K
|
20.2K
$2.72M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-191- 8.71% |
$25.1K - $27.5K
|
2K
$269K
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-193- 9.09% |
$25.4K - $27.8K
|
1.93K
$259K
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-195- 2.0% |
$25.7K - $28.1K
|
9.57K
$1.28M
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-195- 3.68% |
$25.7K - $28.1K
|
5.11K
$686K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-196- 6.93% |
$25.8K - $28.2K
|
2.63K
$354K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-200- 39.53% |
$26.3K - $28.8K
|
306
$41.1K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-200- 74.07% |
$26.3K - $28.8K
|
70
$9.4K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-200- 6.25% |
$26.3K - $28.8K
|
3K
$403K
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-200- 32.05% |
$26.3K - $28.8K
|
424
$56.9K
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-201- 3.73% |
$26.5K - $28.9K
|
5.19K
$697K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-206- 3.09% |
$27.1K - $29.7K
|
6.47K
$868K
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-208- 4.15% |
$27.4K - $30K
|
4.81K
$646K
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-209- 5.13% |
$27.5K - $30.1K
|
3.86K
$519K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-218- 0.3% |
$28.7K - $31.4K
|
72.3K
$9.71M
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-219- 1.84% |
$28.8K - $31.5K
|
11.7K
$1.57M
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-219- 3.82% |
$28.8K - $31.5K
|
5.52K
$741K
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-220- 6.4% |
$29K - $31.7K
|
3.22K
$432K
|