Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-89- 0.14% |
$10.2K - $11.4K
|
62.8K
$8.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-90- 3.51% |
$10.4K - $11.5K
|
2.47K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-90- 11.51% |
$10.4K - $11.5K
|
692
$92.5K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-93- 4.98% |
$10.7K - $11.9K
|
1.78K
$237K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-93- 5.3% |
$10.7K - $11.9K
|
1.66K
$222K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-94- 28.66% |
$10.8K - $12K
|
234
$31.3K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-97- 12.31% |
$11.2K - $12.4K
|
691
$92.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-101- 1.81% |
$11.6K - $12.9K
|
5.48K
$732K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-101- 2.04% |
$11.6K - $12.9K
|
4.85K
$648K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-104- 0.23% |
$12K - $13.3K
|
45.6K
$6.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-104- 2.55% |
$12K - $13.3K
|
3.98K
$531K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-107- 3.4% |
$12.3K - $13.7K
|
3.04K
$407K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-110- 1.96% |
$12.7K - $14K
|
5.5K
$735K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-111- 1.85% |
$12.8K - $14.2K
|
5.9K
$788K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-115- 1.99% |
$13.2K - $14.7K
|
5.67K
$757K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-115- 5.56% |
$13.2K - $14.7K
|
1.95K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-115- 0.3% |
$13.2K - $14.7K
|
37.7K
$5.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-120- 2.59% |
$13.8K - $15.3K
|
4.52K
$604K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-120- 2.64% |
$13.8K - $15.3K
|
4.43K
$592K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-124- 1.84% |
$14.3K - $15.8K
|
6.62K
$885K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-126- 1.21% |
$14.5K - $16.1K
|
10.3K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-133- 0.7% |
$15.3K - $17K
|
18.8K
$2.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-135- 4.84% |
$15.5K - $17.2K
|
2.66K
$355K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-139- 4.63% |
$16K - $17.7K
|
2.86K
$382K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-140- 3.59% |
$16.1K - $17.9K
|
3.76K
$502K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-145- 0.36% |
$16.7K - $18.5K
|
39.7K
$5.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-145- 1.52% |
$16.7K - $18.5K
|
9.38K
$1.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-146- 3.45% |
$16.8K - $18.6K
|
4.09K
$547K
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-146- 1.76% |
$16.8K - $18.6K
|
8.15K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-150- 3.79% |
$17.3K - $19.1K
|
3.81K
$508K
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-159- 5.33% |
$18.3K - $20.3K
|
2.82K
$377K
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-159- 6.39% |
$18.3K - $20.3K
|
2.33K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-160- 0.77% |
$18.4K - $20.4K
|
20.6K
$2.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-161- 0.38% |
$18.5K - $20.5K
|
42.2K
$5.64M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-162- 50.78% |
$18.6K - $20.7K
|
157
$21K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-162- 6.48% |
$18.6K - $20.7K
|
2.34K
$312K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-164- 1.19% |
$18.9K - $20.9K
|
13.6K
$1.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-165- 6.24% |
$19K - $21.1K
|
2.48K
$331K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-165- 3.11% |
$19K - $21.1K
|
5.15K
$688K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-167- 14.1% |
$19.2K - $21.3K
|
1.02K
$136K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-169- 2.56% |
$19.4K - $21.6K
|
6.45K
$861K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-172- 0.54% |
$19.8K - $21.9K
|
31.6K
$4.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-173- 0.5% |
$19.9K - $22.1K
|
34.2K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-174- 3.16% |
$20K - $22.2K
|
5.33K
$712K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-180- 1.48% |
$20.7K - $23K
|
12K
$1.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-182- 4.5% |
$20.9K - $23.2K
|
3.86K
$516K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-182- 3.65% |
$20.9K - $23.2K
|
4.81K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-184- 2.84% |
$21.2K - $23.5K
|
6.3K
$841K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-188- 1.04% |
$21.6K - $24K
|
17.8K
$2.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-188- 1.06% |
$21.6K - $24K
|
17.6K
$2.35M
|