Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-451- 3.94% |
$56.2K - $59.7K
|
11K
$1.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-454- 7.28% |
$56.6K - $60.1K
|
5.78K
$790K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-460- 6.92% |
$57.3K - $60.9K
|
6.18K
$844K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-462- 4.86% |
$57.6K - $61.2K
|
9.04K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-462- 18.54% |
$57.6K - $61.2K
|
2.03K
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-468- 3.62% |
$58.3K - $62K
|
12.5K
$1.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-473- 2.11% |
$58.9K - $62.7K
|
21.9K
$2.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-478- 21.16% |
$59.6K - $63.3K
|
1.78K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-483- 9.6% |
$60.2K - $64K
|
4.55K
$621K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-485- 2.75% |
$60.4K - $64.2K
|
17.2K
$2.35M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-486- 1.64% |
$60.6K - $64.4K
|
29.2K
$3.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-500- 84.46% |
$62.3K - $66.2K
|
92
$12.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-504- 4.27% |
$62.8K - $66.8K
|
11.3K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-510- 22.84% |
$63.5K - $67.6K
|
1.72K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-514- 1.48% |
$64K - $68.1K
|
34.2K
$4.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-515- 4.28% |
$64.2K - $68.2K
|
11.5K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-519- 4.78% |
$64.7K - $68.7K
|
10.3K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-527- 6.98% |
$65.7K - $69.8K
|
7.02K
$959K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-550- 42.31% |
$68.5K - $72.9K
|
750
$102K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-557- 19.31% |
$69.4K - $73.8K
|
2.33K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-568- 16.46% |
$70.8K - $75.2K
|
2.88K
$394K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-568- 35.08% |
$70.8K - $75.2K
|
1.05K
$144K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-578- 2.49% |
$72K - $76.6K
|
22.6K
$3.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-580- 6.59% |
$72.3K - $76.8K
|
8.22K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-606- 2.55% |
$75.5K - $80.3K
|
23.2K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-609- 4.73% |
$75.9K - $80.7K
|
12.3K
$1.68M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-635- 6.85% |
$79.1K - $84.1K
|
8.64K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-648- 7.52% |
$80.7K - $85.8K
|
7.97K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-653- 6.67% |
$81.4K - $86.5K
|
9.14K
$1.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-667- 3.15% |
$83.1K - $88.4K
|
20.5K
$2.8M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-684- 1.71% |
$85.2K - $90.6K
|
39.4K
$5.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-688- 12.02% |
$85.7K - $91.1K
|
5.04K
$688K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-701- 4.0% |
$87.3K - $92.9K
|
16.8K
$2.3M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-703- 2.66% |
$87.6K - $93.1K
|
25.7K
$3.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-704- 8.24% |
$87.7K - $93.3K
|
7.84K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-705- 1.1% |
$87.8K - $93.4K
|
63.6K
$8.68M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-713- 1.73% |
$88.8K - $94.4K
|
40.4K
$5.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-730- 1.14% |
$91K - $96.7K
|
63.3K
$8.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-751- 2.05% |
$93.6K - $99.5K
|
35.9K
$4.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-753- 6.78% |
$93.8K - $99.7K
|
10.4K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-756- 5.55% |
$94.2K - $100K
|
12.9K
$1.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-761- 9.74% |
$94.8K - $101K
|
7.06K
$963K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-770- 1.41% |
$95.9K - $102K
|
53.7K
$7.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-771- 15.88% |
$96.1K - $102K
|
4.09K
$558K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-782- 15.3% |
$97.4K - $104K
|
4.33K
$591K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-816- 4.01% |
$102K - $108K
|
19.5K
$2.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-817- 35.34% |
$102K - $108K
|
1.5K
$204K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-882- 4.71% |
$110K - $117K
|
17.8K
$2.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-900- 9.58% |
$112K - $119K
|
8.49K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-911- 6.86% |
$114K - $121K
|
12.4K
$1.69M
|