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 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-188- 1.06% |
$21.6K - $24K
|
17.6K
$2.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-189- 1.87% |
$21.7K - $24.1K
|
9.93K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-195- 6.29% |
$22.4K - $24.9K
|
2.9K
$390K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-195- 2.0% |
$22.4K - $24.9K
|
9.54K
$1.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-196- 0.41% |
$22.5K - $25K
|
48.1K
$6.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-200- 15.38% |
$23K - $25.5K
|
1.1K
$148K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-200- 8.1% |
$23K - $25.5K
|
2.27K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-200- 4.18% |
$23K - $25.5K
|
4.59K
$616K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-200- 3.29% |
$23K - $25.5K
|
5.89K
$790K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-204- 5.59% |
$23.5K - $26K
|
3.44K
$462K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-206- 1.85% |
$23.7K - $26.3K
|
10.9K
$1.47M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-212- 10.13% |
$24.4K - $27K
|
1.88K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-213- 5.03% |
$24.5K - $27.2K
|
4.02K
$540K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-220- 1.12% |
$25.3K - $28.1K
|
19.4K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-225- 0.82% |
$25.9K - $28.7K
|
27.3K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-229- 1.13% |
$26.3K - $29.2K
|
20K
$2.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-234- 2.56% |
$26.9K - $29.9K
|
8.92K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-246- 2.4% |
$28.3K - $31.4K
|
10K
$1.34M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-247- 1.59% |
$28.4K - $31.5K
|
15.3K
$2.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-252- 0.86% |
$29K - $32.2K
|
29.2K
$3.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-257- 4.49% |
$29.6K - $32.8K
|
5.46K
$733K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-259- 1.99% |
$29.8K - $33K
|
12.7K
$1.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-262- 9.67% |
$30.1K - $33.4K
|
2.45K
$329K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-269- 2.27% |
$30.9K - $34.3K
|
11.6K
$1.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-272- 2.14% |
$31.3K - $34.7K
|
12.4K
$1.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-289- 3.14% |
$33.2K - $36.9K
|
8.93K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-294- 1.19% |
$33.8K - $37.5K
|
24.5K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-298- 3.37% |
$34.3K - $38K
|
8.56K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-300- 29.91% |
$34.5K - $38.3K
|
703
$94.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-304- 5.05% |
$35K - $38.8K
|
5.71K
$767K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-304- 4.96% |
$35K - $38.8K
|
5.83K
$783K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-312- 37.59% |
$35.9K - $39.8K
|
518
$69.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-318- 3.21% |
$36.6K - $40.6K
|
9.59K
$1.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-319- 6.51% |
$36.7K - $40.7K
|
4.58K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-320- 7.82% |
$36.8K - $40.8K
|
3.77K
$507K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-325- 7.79% |
$37.4K - $41.5K
|
3.85K
$516K
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-330- 4.78% |
$38K - $42.1K
|
6.57K
$882K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-330- 7.22% |
$38K - $42.1K
|
4.24K
$569K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-331- 15.54% |
$38.1K - $42.2K
|
1.8K
$242K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-331- 4.8% |
$38.1K - $42.2K
|
6.56K
$881K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-336- 3.02% |
$38.6K - $42.9K
|
10.8K
$1.45M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-338- 5.55% |
$38.9K - $43.1K
|
5.75K
$772K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-352- 1.08% |
$40.5K - $44.9K
|
32.2K
$4.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-357- 2.12% |
$41.1K - $45.5K
|
16.5K
$2.21M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-367- 1.53% |
$42.2K - $46.8K
|
23.7K
$3.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-374- 7.1% |
$43K - $47.7K
|
4.89K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-386- 2.14% |
$44.4K - $49.2K
|
17.7K
$2.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-390- 10.67% |
$44.9K - $49.8K
|
3.27K
$438K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-390- 10.67% |
$44.9K - $49.8K
|
3.27K
$438K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-393- 24.9% |
$45.2K - $50.1K
|
1.19K
$159K
|