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 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-919- 1.25% |
$115K - $122K
|
72.4K
$9.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-922- 19.99% |
$115K - $122K
|
3.69K
$504K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-944- 29.07% |
$118K - $125K
|
2.3K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-977- 3.79% |
$122K - $129K
|
24.8K
$3.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-984- 1.45% |
$123K - $130K
|
67K
$9.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.04K- 5.72% |
$130K - $138K
|
17.2K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.05K- 21.73% |
$131K - $139K
|
3.78K
$515K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.05K- 3.29% |
$131K - $140K
|
31K
$4.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.06K- 6.08% |
$131K - $140K
|
16.3K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.07K- 3.01% |
$133K - $142K
|
34.4K
$4.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.1K- 40.97% |
$137K - $146K
|
1.59K
$216K
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
SELL
|
- |
-1.17K- 2.49% |
$146K - $155K
|
45.6K
$6.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 1.39% |
$147K - $156K
|
83.4K
$11.4M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.2K- 2.26% |
$150K - $159K
|
52K
$7.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 30.56% |
$150K - $160K
|
2.74K
$374K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.21K- 42.18% |
$151K - $160K
|
1.66K
$226K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.22K- 19.53% |
$152K - $162K
|
5.03K
$687K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.24K- 5.39% |
$154K - $164K
|
21.8K
$2.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.26K- 10.54% |
$156K - $166K
|
10.7K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.26K- 8.38% |
$157K - $167K
|
13.8K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 7.23% |
$158K - $168K
|
16.3K
$2.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.28K- 12.2% |
$159K - $169K
|
9.17K
$1.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.33K- 22.26% |
$166K - $176K
|
4.65K
$635K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.37K- 11.68% |
$171K - $181K
|
10.4K
$1.41M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.42K- 11.21% |
$177K - $188K
|
11.2K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.43K- 2.19% |
$178K - $189K
|
63.9K
$8.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.44K- 3.36% |
$180K - $191K
|
41.6K
$5.68M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.45K- 3.8% |
$180K - $191K
|
36.6K
$5M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.46K- 3.08% |
$182K - $194K
|
45.9K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.47K- 3.5% |
$183K - $195K
|
40.5K
$5.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.47K- 51.98% |
$183K - $195K
|
1.36K
$186K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.49K- 8.85% |
$186K - $198K
|
15.4K
$2.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.5K- 48.06% |
$187K - $199K
|
1.62K
$221K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.52K- 43.15% |
$190K - $201K
|
2K
$274K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.52K- 0.91% |
$190K - $202K
|
166K
$22.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.53K- 9.93% |
$191K - $203K
|
13.9K
$1.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.55K- 30.02% |
$193K - $205K
|
3.6K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.59K- 2.45% |
$198K - $210K
|
63.1K
$8.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.63K- 42.2% |
$203K - $216K
|
2.24K
$305K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.65K- 2.44% |
$206K - $219K
|
66.1K
$9.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.67K- 19.9% |
$208K - $221K
|
6.73K
$919K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.69K- 24.01% |
$211K - $224K
|
5.35K
$730K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-1.7K- 2.57% |
$212K - $225K
|
64.3K
$8.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.7K- 5.17% |
$212K - $225K
|
31.2K
$4.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.71K- 10.48% |
$214K - $227K
|
14.6K
$2M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.72K- 3.1% |
$215K - $228K
|
53.9K
$7.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.73K- 1.73% |
$216K - $230K
|
98.7K
$13.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.81K- 2.31% |
$226K - $240K
|
76.6K
$10.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.85K- 23.74% |
$230K - $245K
|
5.93K
$810K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.87K- 14.75% |
$233K - $248K
|
10.8K
$1.48M
|