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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.26K+ 5.62% |
$260K - $289K
|
42.6K
$5.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
2.26KNew |
$260K - $288K
|
2.26K
$303K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.24K+ 7.03% |
$258K - $286K
|
34.1K
$4.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.23K+ 5.66% |
$256K - $284K
|
41.5K
$5.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
2.08KNew |
$239K - $265K
|
2.08K
$279K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
2.07KNew |
$238K - $264K
|
2.07K
$278K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.99K+ 8.71% |
$229K - $254K
|
24.8K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.96K+ 28.24% |
$226K - $250K
|
8.91K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.95K+ 9.05% |
$224K - $249K
|
23.5K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.94K+ 66.06% |
$223K - $247K
|
4.86K
$653K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.91KNew |
$219K - $243K
|
1.91K
$256K
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.9KNew |
$218K - $242K
|
1.9K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.87KNew |
$214K - $238K
|
1.87K
$250K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.86K+ 38.87% |
$214K - $238K
|
6.66K
$894K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.84K+ 15.06% |
$211K - $234K
|
14K
$1.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.79K+ 4.35% |
$205K - $228K
|
42.8K
$5.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.68K+ 1.05% |
$193K - $215K
|
162K
$21.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.65K+ 2.05% |
$190K - $211K
|
82.2K
$11M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.61K+ 0.94% |
$185K - $205K
|
173K
$23.2M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.6K+ 10.06% |
$184K - $204K
|
17.5K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.59K+ 1.15% |
$182K - $202K
|
139K
$18.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.58K+ 58.58% |
$182K - $202K
|
4.29K
$576K
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.46K+ 1.56% |
$167K - $186K
|
94.7K
$12.7M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.43KNew |
$164K - $182K
|
1.43K
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
1.41K+ 1.82% |
$162K - $180K
|
78.9K
$10.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.37K+ 1.52% |
$158K - $175K
|
91.4K
$12.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.34K+ 4.02% |
$154K - $170K
|
34.5K
$4.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.28K+ 3.56% |
$147K - $163K
|
37.2K
$4.99M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.19K+ 1.36% |
$137K - $152K
|
89.2K
$12M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.14K+ 1.35% |
$131K - $145K
|
85K
$11.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.13K+ 16.52% |
$130K - $144K
|
7.95K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.12K+ 4.64% |
$129K - $143K
|
25.2K
$3.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.12K+ 1.17% |
$128K - $143K
|
96.4K
$12.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
BUY
|
- |
1.07K+ 2.45% |
$123K - $136K
|
44.6K
$5.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.06K+ 34.39% |
$122K - $136K
|
4.15K
$558K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.05K+ 5.07% |
$120K - $133K
|
21.7K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.04K+ 62.34% |
$119K - $132K
|
2.7K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.01K+ 8.49% |
$117K - $129K
|
13K
$1.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
968+ 2.03% |
$111K - $123K
|
48.6K
$6.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
890+ 60.59% |
$102K - $114K
|
2.36K
$317K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
867+ 11.56% |
$99.7K - $111K
|
8.37K
$1.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
867+ 7.88% |
$99.7K - $111K
|
11.9K
$1.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
854+ 23.22% |
$98.2K - $109K
|
4.53K
$608K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
853+ 6.15% |
$98.1K - $109K
|
14.7K
$1.98M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
847+ 1.51% |
$97.4K - $108K
|
56.9K
$7.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
846+ 35.76% |
$97.3K - $108K
|
3.21K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
819+ 1.66% |
$94.2K - $104K
|
50.3K
$6.75M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
808+ 2.78% |
$92.9K - $103K
|
29.8K
$4M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
801+ 2.97% |
$92.1K - $102K
|
27.7K
$3.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
800+ 400.0% |
$92K - $102K
|
1K
$134K
|