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 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
200+ 2.62% |
$26.3K - $28.8K
|
7.82K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
199+ 4.91% |
$26.2K - $28.7K
|
4.25K
$580K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
194+ 5.39% |
$25.5K - $27.9K
|
3.79K
$518K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
194+ 0.91% |
$25.5K - $27.9K
|
21.6K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
194New |
$25.5K - $27.9K
|
194
$26.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
190+ 10.25% |
$25K - $27.4K
|
2.04K
$279K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
183+ 10.94% |
$24.1K - $26.4K
|
1.86K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
176+ 3.37% |
$23.2K - $25.3K
|
5.41K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
174New |
$22.9K - $25.1K
|
174
$23.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
168+ 7.72% |
$22.1K - $24.2K
|
2.35K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
165New |
$21.7K - $23.8K
|
165
$22.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
158New |
$20.8K - $22.8K
|
158
$21.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
157+ 1.67% |
$20.7K - $22.6K
|
9.56K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
156+ 3.53% |
$20.5K - $22.5K
|
4.58K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
155+ 0.92% |
$20.4K - $22.3K
|
17.1K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150+ 0.09% |
$19.7K - $21.6K
|
165K
$22.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
149+ 6.22% |
$19.6K - $21.5K
|
2.55K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
147+ 2.29% |
$19.4K - $21.2K
|
6.58K
$898K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
146+ 0.9% |
$19.2K - $21K
|
16.3K
$2.23M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
143+ 25.95% |
$18.8K - $20.6K
|
694
$94.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
135New |
$17.8K - $19.4K
|
135
$18.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
134+ 1.64% |
$17.6K - $19.3K
|
8.28K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
129+ 0.15% |
$17K - $18.6K
|
84.5K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
125+ 164.47% |
$16.5K - $18K
|
201
$27.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
125+ 3.7% |
$16.5K - $18K
|
3.51K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
124+ 3.97% |
$16.3K - $17.9K
|
3.25K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
120+ 0.46% |
$15.8K - $17.3K
|
26.3K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
118New |
$15.5K - $17K
|
118
$16.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
117+ 0.28% |
$15.4K - $16.8K
|
42.4K
$5.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
114+ 0.12% |
$15K - $16.4K
|
94.7K
$12.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
112+ 6.09% |
$14.7K - $16.1K
|
1.95K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
110+ 1.73% |
$14.5K - $15.8K
|
6.46K
$882K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
110+ 3.8% |
$14.5K - $15.8K
|
3.01K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
110+ 6.59% |
$14.5K - $15.8K
|
1.78K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
107New |
$14.1K - $15.4K
|
107
$14.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
102New |
$13.4K - $14.7K
|
102
$13.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
102New |
$13.4K - $14.7K
|
102
$13.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
100New |
$13.2K - $14.4K
|
100
$13.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
100New |
$13.2K - $14.4K
|
100
$13.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 1.91% |
$13.2K - $14.4K
|
5.34K
$730K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
98+ 1.98% |
$12.9K - $14.1K
|
5.06K
$690K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
97+ 6.12% |
$12.8K - $14K
|
1.68K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
96+ 0.63% |
$12.6K - $13.8K
|
15.3K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
86+ 0.6% |
$11.3K - $12.4K
|
14.4K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
86+ 0.69% |
$11.3K - $12.4K
|
12.5K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
85+ 0.78% |
$11.2K - $12.2K
|
11K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
80+ 0.71% |
$10.5K - $11.5K
|
11.4K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
79+ 1.41% |
$10.4K - $11.4K
|
5.67K
$773K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
77New |
$10.1K - $11.1K
|
77
$10.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
76+ 4.93% |
$10K - $10.9K
|
1.62K
$221K
|