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 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
156+ 3.53% |
$20.5K - $22.5K
|
4.58K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
155+ 0.92% |
$20.4K - $22.3K
|
17.1K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150+ 0.09% |
$19.7K - $21.6K
|
165K
$22.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
149+ 6.22% |
$19.6K - $21.5K
|
2.55K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
147+ 2.29% |
$19.4K - $21.2K
|
6.58K
$883K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
146+ 0.9% |
$19.2K - $21K
|
16.3K
$2.19M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
134+ 1.64% |
$17.6K - $19.3K
|
8.28K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
129+ 0.15% |
$17K - $18.6K
|
84.5K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
125+ 164.47% |
$16.5K - $18K
|
201
$27K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
124+ 3.97% |
$16.3K - $17.9K
|
3.25K
$436K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
120+ 0.46% |
$15.8K - $17.3K
|
26.3K
$3.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
118New |
$15.5K - $17K
|
118
$15.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
117+ 0.28% |
$15.4K - $16.8K
|
42.4K
$5.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
114+ 0.12% |
$15K - $16.4K
|
94.7K
$12.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
112+ 6.09% |
$14.7K - $16.1K
|
1.95K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
110+ 6.59% |
$14.5K - $15.8K
|
1.78K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
110+ 1.73% |
$14.5K - $15.8K
|
6.46K
$867K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
110+ 3.8% |
$14.5K - $15.8K
|
3.01K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
107New |
$14.1K - $15.4K
|
107
$14.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
102New |
$13.4K - $14.7K
|
102
$13.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
102New |
$13.4K - $14.7K
|
102
$13.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
100New |
$13.2K - $14.4K
|
100
$13.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
100New |
$13.2K - $14.4K
|
100
$13.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 1.91% |
$13.2K - $14.4K
|
5.34K
$717K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
98+ 1.98% |
$12.9K - $14.1K
|
5.06K
$679K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
97+ 6.12% |
$12.8K - $14K
|
1.68K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
96+ 0.63% |
$12.6K - $13.8K
|
15.3K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
86+ 0.6% |
$11.3K - $12.4K
|
14.4K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
86+ 0.69% |
$11.3K - $12.4K
|
12.5K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
85+ 0.78% |
$11.2K - $12.2K
|
11K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
80+ 0.71% |
$10.5K - $11.5K
|
11.4K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
79+ 1.41% |
$10.4K - $11.4K
|
5.67K
$761K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
77New |
$10.1K - $11.1K
|
77
$10.3K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
76+ 1.11% |
$10K - $10.9K
|
6.92K
$929K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
76+ 4.93% |
$10K - $10.9K
|
1.62K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
75New |
$9.87K - $10.8K
|
75
$10.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
74+ 0.69% |
$9.74K - $10.7K
|
10.7K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
69+ 0.18% |
$9.08K - $9.94K
|
38.9K
$5.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
69+ 3.25% |
$9.08K - $9.94K
|
2.19K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
68+ 0.37% |
$8.95K - $9.79K
|
18.3K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
67New |
$8.82K - $9.65K
|
67
$9K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
67+ 0.49% |
$8.82K - $9.65K
|
13.8K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
66+ 4.4% |
$8.69K - $9.5K
|
1.57K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
66+ 1.21% |
$8.69K - $9.5K
|
5.54K
$743K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
65+ 1.41% |
$8.56K - $9.36K
|
4.68K
$629K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
63New |
$8.29K - $9.07K
|
63
$8.46K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61+ 1.24% |
$8.03K - $8.78K
|
5K
$671K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
60+ 3.66% |
$7.9K - $8.64K
|
1.7K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
56+ 1.41% |
$7.37K - $8.06K
|
4.03K
$541K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
55+ 0.59% |
$7.24K - $7.92K
|
9.33K
$1.25M
|