Purchases and Sales Made in Q2 2023 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 2023. 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 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.1K- 26.33% |
$716K - $763K
|
17.1K
$2.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-6.51K- 6.52% |
$764K - $814K
|
93.3K
$12M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-7.04K- 49.61% |
$826K - $880K
|
7.15K
$921K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.57K- 9.99% |
$888K - $946K
|
68.2K
$8.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.91K- 12.3% |
$927K - $988K
|
56.4K
$7.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8.4K- 19.4% |
$986K - $1.05M
|
34.9K
$4.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.49K- 15.81% |
$996K - $1.06M
|
45.2K
$5.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.53K- 2.11% |
$1M - $1.07M
|
395K
$50.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.92K- 23.45% |
$1.05M - $1.11M
|
29.1K
$3.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-9.03K- 78.4% |
$1.06M - $1.13M
|
2.49K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.13K- 2.64% |
$1.07M - $1.14M
|
337K
$43.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-9.14K- 7.82% |
$1.07M - $1.14M
|
108K
$13.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-10.4K- 11.64% |
$1.22M - $1.3M
|
79.1K
$10.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-10.7K- 7.24% |
$1.26M - $1.34M
|
137K
$17.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11K- 25.58% |
$1.29M - $1.37M
|
31.9K
$4.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.2K- 0.22% |
$1.44M - $1.53M
|
5.54M
$713M
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-12.4K- 37.41% |
$1.45M - $1.55M
|
20.7K
$2.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.6K- 22.21% |
$1.47M - $1.57M
|
44K
$5.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.7K- 39.33% |
$1.48M - $1.58M
|
19.5K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12.9K- 7.0% |
$1.52M - $1.62M
|
172K
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-13.4K- 19.85% |
$1.57M - $1.68M
|
54.1K
$6.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-13.8K- 79.78% |
$1.62M - $1.73M
|
3.5K
$451K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-14K- 30.12% |
$1.65M - $1.76M
|
32.6K
$4.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-15.1K- 75.77% |
$1.77M - $1.88M
|
4.82K
$621K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.2K- 3.38% |
$1.79M - $1.9M
|
435K
$56M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-15.3K- 28.36% |
$1.8M - $1.92M
|
38.7K
$4.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.5K- 11.75% |
$1.81M - $1.93M
|
116K
$14.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16K- 82.55% |
$1.88M - $2.01M
|
3.39K
$437K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-16.1K- 10.91% |
$1.89M - $2.01M
|
132K
$16.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-16.7K- 17.97% |
$1.96M - $2.08M
|
76.1K
$9.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17K- 40.96% |
$1.99M - $2.12M
|
24.5K
$3.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-17.8K- 61.95% |
$2.09M - $2.22M
|
10.9K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.6K- 60.71% |
$2.18M - $2.32M
|
12K
$1.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.1K- 7.83% |
$2.36M - $2.51M
|
237K
$30.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20.8K- 73.52% |
$2.43M - $2.59M
|
7.48K
$962K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.7K- 6.43% |
$2.78M - $2.96M
|
344K
$44.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-23.9K- 87.58% |
$2.81M - $2.99M
|
3.39K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24K- 10.81% |
$2.82M - $3M
|
198K
$25.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26K- 44.43% |
$3.05M - $3.25M
|
32.5K
$4.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-28.7K- 19.43% |
$3.37M - $3.59M
|
119K
$15.3M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-29K- 13.68% |
$3.4M - $3.62M
|
183K
$23.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-29.7K- 32.29% |
$3.48M - $3.71M
|
62.2K
$8M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-31.8K- 3.4% |
$3.74M - $3.98M
|
904K
$116M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-32.9K- 44.66% |
$3.86M - $4.11M
|
40.8K
$5.25M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-34.9K- 87.95% |
$4.1M - $4.37M
|
4.79K
$617K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35.8K- 47.46% |
$4.2M - $4.48M
|
39.7K
$5.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-38K- 94.45% |
$4.46M - $4.75M
|
2.23K
$287K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-42.2K- 10.26% |
$4.95M - $5.28M
|
369K
$47.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-42.4K- 40.22% |
$4.98M - $5.3M
|
63.1K
$8.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-42.9K- 66.55% |
$5.03M - $5.36M
|
21.5K
$2.77M
|