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 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.7K- 30.17% |
$1.69M - $1.87M
|
34K
$4.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-16.5K- 68.1% |
$1.89M - $2.1M
|
7.71K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.5K- 9.19% |
$2.25M - $2.49M
|
193K
$25.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-20.2K- 17.5% |
$2.32M - $2.57M
|
95K
$12.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-20.9K- 6.03% |
$2.4M - $2.66M
|
326K
$43.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-21.8K- 26.41% |
$2.51M - $2.78M
|
60.8K
$8.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-24.1K- 82.33% |
$2.77M - $3.08M
|
5.18K
$692K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25K- 13.7% |
$2.88M - $3.19M
|
158K
$21.1M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-27.9K- 3.09% |
$3.21M - $3.56M
|
876K
$117M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-28.2K- 37.07% |
$3.24M - $3.6M
|
47.9K
$6.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28.8K- 1.24% |
$3.32M - $3.68M
|
2.3M
$307M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-30.5K- 8.26% |
$3.51M - $3.89M
|
339K
$45.2M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32.8K- 9.52% |
$3.77M - $4.18M
|
312K
$41.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-34.7K- 53.29% |
$3.99M - $4.42M
|
30.4K
$4.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-34.8K- 61.83% |
$4M - $4.44M
|
21.5K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.3K- 84.65% |
$4.17M - $4.63M
|
6.58K
$879K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-36.4K- 25.63% |
$4.19M - $4.65M
|
106K
$14.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.5K- 8.63% |
$4.32M - $4.79M
|
397K
$53.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-40.5K- 8.56% |
$4.66M - $5.17M
|
433K
$57.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-50.6K- 94.25% |
$5.82M - $6.46M
|
3.09K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-56.1K- 3.59% |
$6.45M - $7.16M
|
1.51M
$201M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-60.8K- 1.86% |
$6.99M - $7.76M
|
3.21M
$429M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-69.2K- 10.87% |
$7.95M - $8.82M
|
567K
$75.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-70.7K- 5.24% |
$8.13M - $9.01M
|
1.28M
$171M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-82.6K- 76.72% |
$9.5M - $10.5M
|
25.1K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-86.5K- 4.61% |
$9.95M - $11M
|
1.79M
$239M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-91.8K- 7.64% |
$10.6M - $11.7M
|
1.11M
$148M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-104K- 87.02% |
$11.9M - $13.2M
|
15.5K
$2.06M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-109K- 96.87% |
$12.6M - $14M
|
3.54K
$472K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-111K- 5.06% |
$12.7M - $14.1M
|
2.08M
$278M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-151K- 38.11% |
$17.3M - $19.2M
|
245K
$32.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-151K- 7.26% |
$17.3M - $19.2M
|
1.93M
$257M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-211K- 15.91% |
$24.3M - $27M
|
1.12M
$149M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-279K- 5.04% |
$32.1M - $35.6M
|
5.26M
$702M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-467K- 13.3% |
$53.7M - $59.6M
|
3.05M
$407M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.14M- 96.42% |
$132M - $146M
|
42.5K
$5.67M
|