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 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-221- 82.16% |
$29.1K - $31.8K
|
48
$6.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-224- 0.92% |
$29.5K - $32.3K
|
24.2K
$3.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-236- 0.9% |
$31.1K - $34K
|
25.9K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-241- 1.95% |
$31.7K - $34.7K
|
12.1K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-242- 2.7% |
$31.9K - $34.8K
|
8.72K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-253- 3.54% |
$33.3K - $36.4K
|
6.9K
$926K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-254- 1.64% |
$33.4K - $36.6K
|
15.3K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-259- 1.54% |
$34.1K - $37.3K
|
16.5K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-261- 4.51% |
$34.4K - $37.6K
|
5.53K
$742K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-262- 6.06% |
$34.5K - $37.7K
|
4.06K
$546K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-267- 0.29% |
$35.2K - $38.4K
|
90.9K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-272- 1.06% |
$35.8K - $39.2K
|
25.5K
$3.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-274- 3.99% |
$36.1K - $39.5K
|
6.59K
$885K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-274- 7.8% |
$36.1K - $39.5K
|
3.24K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-278- 0.99% |
$36.6K - $40K
|
27.9K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-278- 7.61% |
$36.6K - $40K
|
3.38K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-280- 4.19% |
$36.9K - $40.3K
|
6.41K
$860K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-285- 67.06% |
$37.5K - $41K
|
140
$18.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-285- 7.14% |
$37.5K - $41K
|
3.71K
$497K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-289- 1.88% |
$38K - $41.6K
|
15.1K
$2.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-290- 0.82% |
$38.2K - $41.8K
|
35.3K
$4.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-290- 1.65% |
$38.2K - $41.8K
|
17.3K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-293- 20.65% |
$38.6K - $42.2K
|
1.13K
$151K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-294- 5.41% |
$38.7K - $42.3K
|
5.14K
$690K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-296- 15.43% |
$39K - $42.6K
|
1.62K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-300- 11.63% |
$39.5K - $43.2K
|
2.28K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-315- 8.87% |
$41.5K - $45.4K
|
3.24K
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-319- 9.76% |
$42K - $45.9K
|
2.95K
$396K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-321- 13.73% |
$42.3K - $46.2K
|
2.02K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-325- 1.21% |
$42.8K - $46.8K
|
26.6K
$3.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-330- 14.1% |
$43.4K - $47.5K
|
2.01K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-332- 13.32% |
$43.7K - $47.8K
|
2.16K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-335- 3.08% |
$44.1K - $48.2K
|
10.6K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-335- 4.29% |
$44.1K - $48.2K
|
7.48K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-340- 2.27% |
$44.8K - $49K
|
14.7K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-346- 2.88% |
$45.6K - $49.8K
|
11.7K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-347- 11.84% |
$45.7K - $50K
|
2.58K
$347K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-351- 3.34% |
$46.2K - $50.5K
|
10.1K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-355- 18.28% |
$46.7K - $51.1K
|
1.59K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-356- 0.61% |
$46.9K - $51.3K
|
58.2K
$7.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-365- 13.04% |
$48.1K - $52.6K
|
2.44K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-366- 4.9% |
$48.2K - $52.7K
|
7.11K
$954K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-375- 8.69% |
$49.4K - $54K
|
3.94K
$529K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-378- 60.58% |
$49.8K - $54.4K
|
246
$33K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-379- 1.26% |
$49.9K - $54.6K
|
29.6K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-386- 8.71% |
$50.8K - $55.6K
|
4.04K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-388- 10.7% |
$51.1K - $55.9K
|
3.24K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-390- 3.5% |
$51.3K - $56.2K
|
10.8K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-399- 3.06% |
$52.5K - $57.5K
|
12.6K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-401- 1.34% |
$52.8K - $57.7K
|
29.5K
$3.96M
|