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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.82KNew |
$502K - $549K
|
3.82K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.78K+ 6.24% |
$498K - $544K
|
64.3K
$8.64M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.74K+ 1.09% |
$493K - $539K
|
348K
$46.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.49K+ 1.3% |
$459K - $502K
|
272K
$36.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.44KNew |
$453K - $495K
|
3.44K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.43K+ 81.68% |
$451K - $494K
|
7.63K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.42KNew |
$451K - $493K
|
3.42K
$460K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
3.33KNew |
$438K - $479K
|
3.33K
$447K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
3.32KNew |
$437K - $478K
|
3.32K
$445K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.31KNew |
$436K - $477K
|
3.31K
$445K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.31KNew |
$435K - $476K
|
3.31K
$444K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.3K+ 196.84% |
$434K - $475K
|
4.97K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3.23K+ 466.62% |
$425K - $465K
|
3.92K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.1KNew |
$409K - $447K
|
3.1K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.09K+ 0.83% |
$407K - $445K
|
377K
$50.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
BUY
|
- |
3.05KNew |
$401K - $438K
|
3.05K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.98KNew |
$393K - $429K
|
2.98K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.94KNew |
$387K - $423K
|
2.94K
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.92KNew |
$385K - $421K
|
2.92K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
2.92KNew |
$384K - $420K
|
2.92K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.92KNew |
$384K - $420K
|
2.92K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.89KNew |
$381K - $416K
|
2.89K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.89K+ 4.84% |
$381K - $416K
|
62.6K
$8.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2.83K+ 8.45% |
$372K - $407K
|
36.3K
$4.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.75KNew |
$362K - $396K
|
2.75K
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.72KNew |
$357K - $391K
|
2.72K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
2.65KNew |
$349K - $382K
|
2.65K
$356K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.57KNew |
$338K - $370K
|
2.57K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.52KNew |
$332K - $363K
|
2.52K
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.51K+ 15.62% |
$330K - $361K
|
18.6K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.45KNew |
$322K - $352K
|
2.45K
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.43K+ 13.25% |
$320K - $350K
|
20.8K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.41K+ 7.63% |
$318K - $348K
|
34K
$4.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.41K+ 20.8% |
$318K - $348K
|
14K
$1.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.41K+ 0.82% |
$317K - $347K
|
298K
$40M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.37KNew |
$312K - $342K
|
2.37K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.29KNew |
$302K - $330K
|
2.29K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.06KNew |
$271K - $297K
|
2.06K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.03KNew |
$267K - $292K
|
2.03K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.02K+ 61.42% |
$266K - $291K
|
5.31K
$713K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.01K+ 4.17% |
$265K - $290K
|
50.3K
$6.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2KNew |
$263K - $288K
|
2K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.98K+ 2.24% |
$261K - $286K
|
90.7K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.98K+ 9.97% |
$261K - $286K
|
21.9K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.97KNew |
$259K - $283K
|
1.97K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.93KNew |
$254K - $277K
|
1.93K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.92K+ 2.5% |
$253K - $277K
|
78.9K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.9KNew |
$250K - $274K
|
1.9K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.87K+ 8.9% |
$246K - $269K
|
22.9K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.86KNew |
$245K - $268K
|
1.86K
$250K
|