Purchases and Sales Made in Q2 2023 in Spdr Series Tr Spdr S&P Divide (SDY)

SDY Quotes by TradingView

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 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
438
+ 9.35%
$51.4K - $54.7K
5.12K $659K
Aug 01, 2023 Q2 2023
Hourglass Capital, LLC

BUY
 -
414
+ 3.52%
$48.6K - $51.7K
12.2K $1.57M
Aug 01, 2023 Q2 2023
First National Trust CO

BUY
 -
409
+ 5.91%
$48K - $51.1K
7.33K $944K
Aug 14, 2023 Q2 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
406
+ 7.61%
$47.6K - $50.7K
5.74K $739K
Aug 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
390
+ 4.48%
$45.7K - $48.7K
9.1K $1.17M
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
386
+ 0.58%
$45.3K - $48.2K
66.8K $8.6M
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
373
+ 46.39%
$43.8K - $46.6K
1.18K $152K
Aug 07, 2023 Q2 2023
Trinity Point Wealth, LLC

BUY
 -
369
+ 15.24%
$43.3K - $46.1K
2.79K $359K
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
365
+ 3.09%
$42.8K - $45.6K
12.2K $1.57M
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
339
+ 23.92%
$39.8K - $42.4K
1.76K $226K
Jul 20, 2023 Q2 2023
Sky Oak Wealth, LLC

BUY
 -
333
+ 9.83%
$39.1K - $41.6K
3.72K $479K
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
329
+ 1.11%
$38.6K - $41.1K
29.9K $3.84M
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
324
+ 19.12%
$38K - $40.5K
2.02K $260K
Aug 08, 2023 Q2 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
318
+ 4.4%
$37.3K - $39.7K
7.55K $972K
Jul 11, 2023 Q2 2023
Butensky & Cohen Financial Security, Inc

BUY
 -
314
+ 4.29%
$36.8K - $39.2K
7.63K $982K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
313
New
$36.7K - $39.1K
313 $40.3K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
312
+ 8.55%
$36.6K - $39K
3.96K $510K
Aug 14, 2023 Q2 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
311
New
$36.5K - $38.9K
311 $40K
Jul 26, 2023 Q2 2023
Firestone Capital Management

BUY
 -
309
+ 0.88%
$36.2K - $38.6K
35.4K $4.55M
Aug 03, 2023 Q2 2023
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
287
+ 4.22%
$33.7K - $35.9K
7.08K $912K
Jul 14, 2023 Q2 2023
H&H Retirement Design & Management Inc

BUY
 -
263
+ 3.19%
$30.8K - $32.9K
8.51K $1.1M
Aug 08, 2023 Q2 2023
Forbes Financial Planning, Inc.

East Greenwich, RI
BUY
 -
262
+ 0.77%
$30.7K - $32.7K
34.2K $4.41M
Jul 25, 2023 Q2 2023
Cambridge Trust CO

Boston, MA
BUY
 -
260
New
$30.5K - $32.5K
260 $33.5K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
250
+ 14.98%
$29.3K - $31.2K
1.92K $247K
Jul 11, 2023 Q2 2023
New Hampshire Trust

Concord, NH
BUY
 -
247
+ 12.8%
$29K - $30.9K
2.18K $280K
Aug 11, 2023 Q2 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
243
+ 3.62%
$28.5K - $30.4K
6.95K $894K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
239
+ 7.82%
$28K - $29.9K
3.3K $424K
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
236
+ 0.14%
$27.7K - $29.5K
171K $22M
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
223
New
$26.2K - $27.9K
223 $28.7K
Aug 07, 2023 Q2 2023
United Bank

BUY
 -
223
+ 0.71%
$26.2K - $27.9K
31.8K $4.1M
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
221
+ 0.08%
$25.9K - $27.6K
285K $36.7M
Jul 11, 2023 Q2 2023
Ignite Planners, LLC

BUY
 -
221
+ 4.93%
$25.9K - $27.6K
4.7K $605K
Aug 08, 2023 Q2 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
220
+ 7.67%
$25.8K - $27.5K
3.09K $398K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
218
+ 4.46%
$25.6K - $27.2K
5.11K $658K
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
206
+ 15.92%
$24.2K - $25.7K
1.5K $193K
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
205
+ 12.15%
$24K - $25.6K
1.89K $244K
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
200
New
$23.5K - $25K
200 $25.7K
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
200
+ 5.79%
$23.5K - $25K
3.66K $471K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
200
+ 5.79%
$23.5K - $25K
3.66K $471K
Aug 01, 2023 Q2 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
199
+ 1.38%
$23.3K - $24.9K
14.7K $1.89M
Jul 21, 2023 Q2 2023
Richwood Investment Advisors, LLC

BUY
 -
190
+ 1.94%
$22.3K - $23.7K
9.98K $1.28M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
189
New
$22.2K - $23.6K
189 $24.3K
Aug 10, 2023 Q2 2023
Yhb Investment Advisors, Inc.

BUY
 -
183
+ 2.73%
$21.5K - $22.9K
6.89K $887K
Aug 09, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
175
+ 23.27%
$20.5K - $21.9K
927 $119K
Aug 24, 2023 Q2 2023
Strategy Asset Managers LLC

BUY
 -
174
+ 1.02%
$20.4K - $21.7K
17.2K $2.21M
Aug 14, 2023 Q2 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
171
+ 0.66%
$20.1K - $21.4K
25.9K $3.33M
Jul 25, 2023 Q2 2023
Camelot Portfolios, LLC

BUY
 -
171
+ 10.01%
$20.1K - $21.4K
1.88K $242K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
167
+ 1.7%
$19.6K - $20.9K
9.99K $1.29M
Jul 19, 2023 Q2 2023
Weaver Consulting Group

BUY
 -
160
+ 2.54%
$18.8K - $20K
6.47K $833K

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