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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.98K+ 2.24% |
$261K - $286K
|
90.7K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.97KNew |
$259K - $283K
|
1.97K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.93KNew |
$254K - $277K
|
1.93K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.92K+ 2.5% |
$253K - $277K
|
78.9K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.9KNew |
$250K - $274K
|
1.9K
$260K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.9KNew |
$250K - $273K
|
1.9K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.87K+ 8.9% |
$246K - $269K
|
22.9K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.86KNew |
$245K - $268K
|
1.86K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.85KNew |
$244K - $267K
|
1.85K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.85KNew |
$244K - $266K
|
1.85K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.84K+ 2.92% |
$242K - $264K
|
64.8K
$8.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.83KNew |
$241K - $263K
|
1.83K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.78K+ 25.18% |
$234K - $256K
|
8.86K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.77K+ 13.08% |
$233K - $255K
|
15.3K
$2.09M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.77K+ 82.28% |
$233K - $255K
|
3.92K
$535K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.76K+ 12.72% |
$232K - $254K
|
15.6K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 38.63% |
$227K - $249K
|
6.19K
$846K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.72K+ 50.15% |
$227K - $248K
|
5.16K
$705K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.72K+ 30.91% |
$226K - $248K
|
7.28K
$994K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.71KNew |
$225K - $246K
|
1.71K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.67KNew |
$220K - $240K
|
1.67K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.66KNew |
$219K - $240K
|
1.66K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.61KNew |
$212K - $232K
|
1.61K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.59K+ 9.86% |
$209K - $229K
|
17.7K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.59KNew |
$209K - $228K
|
1.59K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.56KNew |
$205K - $224K
|
1.56K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.54K+ 33.2% |
$202K - $221K
|
6.16K
$841K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.53K+ 1.51% |
$201K - $220K
|
103K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.52K+ 23.21% |
$200K - $219K
|
8.07K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.46K+ 38.95% |
$192K - $211K
|
5.22K
$712K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.44K+ 2.33% |
$190K - $207K
|
63.3K
$8.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.44K+ 4.88% |
$190K - $207K
|
31K
$4.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 10.38% |
$187K - $204K
|
15.1K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.4KNew |
$184K - $202K
|
1.4K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.38K+ 1.28% |
$181K - $198K
|
109K
$14.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.36K+ 4.96% |
$179K - $196K
|
28.9K
$3.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1.35K+ 0.59% |
$178K - $195K
|
232K
$31.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.34K+ 1.23% |
$176K - $192K
|
110K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 5.08% |
$175K - $191K
|
27.5K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.31K+ 4.64% |
$173K - $189K
|
29.5K
$4.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
1.3K+ 2.7% |
$171K - $187K
|
49.5K
$6.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.3K+ 58.72% |
$171K - $187K
|
3.5K
$478K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.28K+ 2.87% |
$169K - $185K
|
46K
$6.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.28K+ 22.49% |
$168K - $184K
|
6.94K
$948K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.26K+ 7.03% |
$166K - $182K
|
19.2K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.22K+ 2.04% |
$160K - $175K
|
61K
$8.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.18K+ 1075.45% |
$156K - $170K
|
1.29K
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.17K+ 1.56% |
$153K - $168K
|
76K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 46.11% |
$152K - $167K
|
3.67K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.15K+ 0.49% |
$151K - $165K
|
237K
$32.3M
|