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 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-410- 13.88% |
$47.2K - $52.3K
|
2.54K
$340K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-425- 6.76% |
$48.9K - $54.2K
|
5.87K
$784K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-435- 1.1% |
$50K - $55.5K
|
39K
$5.22M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-438- 1.38% |
$50.4K - $55.9K
|
31.4K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-440- 2.72% |
$50.6K - $56.1K
|
15.8K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-447- 7.52% |
$51.4K - $57K
|
5.5K
$735K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-456- 1.19% |
$52.4K - $58.2K
|
37.9K
$5.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-469- 13.03% |
$53.9K - $59.8K
|
3.13K
$418K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-475- 12.61% |
$54.6K - $60.6K
|
3.29K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-487- 0.96% |
$56K - $62.1K
|
50.5K
$6.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-493- 6.47% |
$56.7K - $62.9K
|
7.13K
$952K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-494- 13.23% |
$56.8K - $63K
|
3.24K
$433K
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-500- 2.56% |
$57.5K - $63.8K
|
19K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-500- 3.66% |
$57.5K - $63.8K
|
13.2K
$1.76M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-502- 8.99% |
$57.7K - $64K
|
5.08K
$679K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-533- 3.88% |
$61.3K - $68K
|
13.2K
$1.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-533- 1.1% |
$61.3K - $68K
|
48.1K
$6.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-540- 2.13% |
$62.1K - $68.9K
|
24.8K
$3.32M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-556- 13.51% |
$63.9K - $70.9K
|
3.56K
$476K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-561- 6.16% |
$64.5K - $71.6K
|
8.54K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-562- 4.53% |
$64.6K - $71.7K
|
11.8K
$1.58M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-566- 4.92% |
$65.1K - $72.2K
|
10.9K
$1.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-588- 8.52% |
$67.6K - $75K
|
6.31K
$844K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-593- 4.77% |
$68.2K - $75.7K
|
11.8K
$1.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-600- 10.2% |
$69K - $76.5K
|
5.28K
$706K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-600- 14.05% |
$69K - $76.5K
|
3.67K
$491K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-604- 8.11% |
$69.5K - $77.1K
|
6.84K
$914K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-615- 1.64% |
$70.7K - $78.5K
|
36.8K
$4.92M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-618- 5.55% |
$71.1K - $78.8K
|
10.5K
$1.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-621- 12.88% |
$71.4K - $79.2K
|
4.2K
$561K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-636- 17.12% |
$73.1K - $81.1K
|
3.08K
$411K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-665- 2.51% |
$76.5K - $84.8K
|
25.8K
$3.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-675- 24.08% |
$77.6K - $86.1K
|
2.13K
$284K
|
|
|
Oct 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-675- 2.77% |
$77.6K - $86.1K
|
23.7K
$3.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-711- 14.79% |
$81.8K - $90.7K
|
4.1K
$547K
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-721- 27.57% |
$82.9K - $92K
|
1.89K
$253K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-760- 1.87% |
$87.4K - $97K
|
39.9K
$5.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-769- 7.93% |
$88.4K - $98.1K
|
8.93K
$1.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-781- 2.3% |
$89.8K - $99.6K
|
33.2K
$4.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-783- 1.92% |
$90.1K - $99.9K
|
40K
$5.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-799- 13.31% |
$91.9K - $102K
|
5.2K
$695K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-813- 23.03% |
$93.5K - $104K
|
2.72K
$363K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-817- 0.61% |
$94K - $104K
|
132K
$17.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-825- 14.52% |
$94.9K - $105K
|
4.86K
$649K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-829- 15.92% |
$95.3K - $106K
|
4.38K
$585K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-839- 90.02% |
$96.5K - $107K
|
93
$12.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-851- 5.92% |
$97.9K - $109K
|
13.5K
$1.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-861- 1.77% |
$99K - $110K
|
47.7K
$6.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-866- 18.02% |
$99.6K - $110K
|
3.94K
$527K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-882- 4.88% |
$101K - $113K
|
17.2K
$2.3M
|