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 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55+ 3.49% |
$7.24K - $7.92K
|
1.63K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
55+ 0.59% |
$7.24K - $7.92K
|
9.44K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
52+ 3.5% |
$6.85K - $7.49K
|
1.54K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
52+ 0.18% |
$6.85K - $7.49K
|
29.2K
$3.92M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
52+ 2.24% |
$6.85K - $7.49K
|
2.37K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
51+ 0.12% |
$6.71K - $7.34K
|
42K
$5.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
49+ 0.59% |
$6.45K - $7.06K
|
8.33K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
47+ 2.54% |
$6.19K - $6.77K
|
1.9K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 1.42% |
$5.92K - $6.48K
|
3.21K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 0.42% |
$5.79K - $6.34K
|
10.5K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
43+ 1.77% |
$5.66K - $6.19K
|
2.47K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42+ 0.55% |
$5.53K - $6.05K
|
7.7K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
41+ 1.99% |
$5.4K - $5.9K
|
2.1K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
41+ 1.77% |
$5.4K - $5.9K
|
2.36K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
41+ 1.75% |
$5.4K - $5.9K
|
2.39K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
41+ 0.76% |
$5.4K - $5.9K
|
5.41K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
38+ 0.96% |
$5K - $5.47K
|
4.02K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
37+ 2.36% |
$4.87K - $5.33K
|
1.6K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 0.08% |
$4.74K - $5.18K
|
42.5K
$5.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
35+ 0.65% |
$4.61K - $5.04K
|
5.44K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.37% |
$4.34K - $4.75K
|
8.95K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
33+ 0.75% |
$4.34K - $4.75K
|
4.46K
$598K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
32+ 1.18% |
$4.21K - $4.61K
|
2.75K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
31+ 0.56% |
$4.08K - $4.46K
|
5.58K
$749K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
31New |
$4.08K - $4.46K
|
31
$4.16K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
30+ 0.32% |
$3.95K - $4.32K
|
9.37K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
29+ 0.08% |
$3.82K - $4.18K
|
36.7K
$4.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28+ 0.51% |
$3.69K - $4.03K
|
5.51K
$740K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
27+ 0.37% |
$3.55K - $3.89K
|
7.28K
$977K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
24+ 0.41% |
$3.16K - $3.46K
|
5.83K
$783K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
24+ 0.96% |
$3.16K - $3.46K
|
2.53K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.79% |
$3.16K - $3.46K
|
3.07K
$412K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
23+ 0.65% |
$3.03K - $3.31K
|
3.55K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
22New |
$2.9K - $3.17K
|
22
$2.95K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
22New |
$2.9K - $3.17K
|
22
$2.95K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.33% |
$2.76K - $3.02K
|
6.42K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20+ 0.53% |
$2.63K - $2.88K
|
3.82K
$512K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
20+ 0.52% |
$2.63K - $2.88K
|
3.9K
$523K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
19+ 0.2% |
$2.5K - $2.74K
|
9.52K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
19+ 0.29% |
$2.5K - $2.74K
|
6.56K
$881K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17+ 3.0% |
$2.24K - $2.45K
|
584
$78.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17+ 0.35% |
$2.24K - $2.45K
|
4.88K
$655K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15+ 0.81% |
$1.97K - $2.16K
|
1.87K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
15+ 0.79% |
$1.97K - $2.16K
|
1.91K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
15+ 0.96% |
$1.97K - $2.16K
|
1.58K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
14+ 0.17% |
$1.84K - $2.02K
|
8.24K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
14+ 0.14% |
$1.84K - $2.02K
|
10.4K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
14+ 0.7% |
$1.84K - $2.02K
|
2.02K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
14+ 0.12% |
$1.84K - $2.02K
|
11.4K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
13+ 0.7% |
$1.71K - $1.87K
|
1.88K
$252K
|