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 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
25+ 0.7% |
$2.88K - $3.19K
|
3.62K
$484K
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
24+ 0.66% |
$2.76K - $3.06K
|
3.66K
$489K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
23+ 0.29% |
$2.65K - $2.93K
|
7.91K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22+ 0.52% |
$2.53K - $2.81K
|
4.25K
$568K
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
22+ 0.04% |
$2.53K - $2.81K
|
59K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
22+ 0.52% |
$2.53K - $2.81K
|
4.25K
$568K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
22+ 0.24% |
$2.53K - $2.81K
|
9.37K
$1.25M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
22+ 15.17% |
$2.53K - $2.81K
|
167
$22.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
21+ 0.66% |
$2.42K - $2.68K
|
3.21K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
21+ 0.66% |
$2.42K - $2.68K
|
3.19K
$426K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
21+ 0.19% |
$2.42K - $2.68K
|
11.3K
$1.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
18+ 0.29% |
$2.07K - $2.3K
|
6.33K
$846K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
17+ 0.65% |
$1.96K - $2.17K
|
2.62K
$350K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
17+ 0.66% |
$1.96K - $2.17K
|
2.59K
$346K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
17+ 0.67% |
$1.96K - $2.17K
|
2.55K
$340K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
16+ 0.67% |
$1.84K - $2.04K
|
2.4K
$321K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
16+ 0.68% |
$1.84K - $2.04K
|
2.38K
$318K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15+ 0.09% |
$1.73K - $1.91K
|
16K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
15+ 0.86% |
$1.73K - $1.91K
|
1.76K
$235K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
14+ 0.69% |
$1.61K - $1.79K
|
2.05K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
14+ 0.65% |
$1.61K - $1.79K
|
2.17K
$290K
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
13+ 0.25% |
$1.5K - $1.66K
|
5.2K
$695K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13+ 0.38% |
$1.5K - $1.66K
|
3.48K
$465K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
12+ 0.65% |
$1.38K - $1.53K
|
1.85K
$247K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
12+ 0.62% |
$1.38K - $1.53K
|
1.96K
$261K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
11+ 0.36% |
$1.27K - $1.4K
|
3.05K
$408K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
11+ 0.53% |
$1.27K - $1.4K
|
2.08K
$277K
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
11+ 0.43% |
$1.27K - $1.4K
|
2.58K
$345K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.23% |
$1.15K - $1.28K
|
4.38K
$585K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10+ 0.08% |
$1.15K - $1.28K
|
13K
$1.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.5% |
$1.15K - $1.28K
|
2K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 0.35% |
$1.15K - $1.28K
|
2.84K
$380K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.1% |
$1.15K - $1.28K
|
10.2K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.05% |
$1.15K - $1.28K
|
18.7K
$2.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.21% |
$1.04K - $1.15K
|
4.4K
$587K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.36% |
$920 - $1.02K
|
2.2K
$294K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
8+ 0.34% |
$920 - $1.02K
|
2.36K
$315K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
8+ 0.44% |
$920 - $1.02K
|
1.82K
$243K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.64% |
$920 - $1.02K
|
1.25K
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 0.2% |
$920 - $1.02K
|
3.97K
$530K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.56% |
$805 - $893
|
1.26K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7+ 0.14% |
$805 - $893
|
4.9K
$654K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
6+ 0.12% |
$690 - $765
|
5.14K
$686K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6+ 0.11% |
$690 - $765
|
5.41K
$723K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
6+ 0.3% |
$690 - $765
|
1.99K
$266K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 0.48% |
$575 - $638
|
1.04K
$139K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5+ 0.1% |
$575 - $638
|
5.11K
$682K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4+ 0.04% |
$460 - $510
|
8.98K
$1.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4+ 0.2% |
$460 - $510
|
1.97K
$264K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.02% |
$460 - $510
|
22K
$2.94M
|