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 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4+ 0.2% |
$460 - $510
|
1.97K
$265K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3+ 0.1% |
$345 - $383
|
2.97K
$399K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3+ 0.02% |
$345 - $383
|
19.6K
$2.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.15% |
$345 - $383
|
2.05K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3+ 0.16% |
$345 - $383
|
1.83K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.36% |
$345 - $383
|
843
$113K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3+ 0.09% |
$345 - $383
|
3.51K
$471K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.05% |
$230 - $255
|
4.26K
$571K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.01% |
$230 - $255
|
15.3K
$2.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$230 - $255
|
62.2K
$8.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.75% |
$230 - $255
|
269
$36.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2+ 0.03% |
$230 - $255
|
7.91K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.09% |
$230 - $255
|
2.27K
$305K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
2+ 0.1% |
$230 - $255
|
2.06K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.0% |
$230 - $255
|
93.5K
$12.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.57% |
$230 - $255
|
350
$47K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$230 - $255
|
2.23K
$300K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$230 - $255
|
2.64K
$354K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 2.44% |
$115 - $128
|
42
$5.64K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.48% |
$115 - $128
|
211
$28.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.01% |
$115 - $128
|
15.9K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.03% |
$115 - $128
|
3.8K
$510K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$115 - $128
|
1.91K
$257K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.06% |
$115 - $128
|
1.62K
$217K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.97% |
$115 - $128
|
104
$14K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
1+ 0.91% |
$115 - $128
|
111
$14.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.32% |
$115 - $128
|
316
$42.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1+ 0.83% |
$115 - $128
|
121
$16.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.87% |
$115 - $128
|
116
$15.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1- 0.21% |
$115 - $128
|
474
$63.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1- 0.02% |
$115 - $128
|
6.2K
$832K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2- 0.02% |
$230 - $255
|
9.95K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.11% |
$230 - $255
|
1.88K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3- 0.04% |
$345 - $383
|
6.88K
$923K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 0.25% |
$345 - $383
|
1.2K
$161K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4- 0.73% |
$460 - $510
|
544
$73K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-5- 0.11% |
$575 - $638
|
4.7K
$630K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-7- 0.04% |
$805 - $893
|
16.8K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.65% |
$1.27K - $1.4K
|
1.69K
$227K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11- 0.17% |
$1.27K - $1.4K
|
6.32K
$849K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-15- 0.62% |
$1.73K - $1.91K
|
2.4K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
SELL
|
- |
-15- 0.39% |
$1.73K - $1.91K
|
3.87K
$519K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 2.15% |
$1.73K - $1.91K
|
684
$91.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-15- 2.48% |
$1.73K - $1.91K
|
590
$79.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-18- 0.36% |
$2.07K - $2.3K
|
4.94K
$663K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 0.29% |
$2.19K - $2.42K
|
6.63K
$890K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-19- 0.25% |
$2.19K - $2.42K
|
7.61K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-20- 0.32% |
$2.3K - $2.55K
|
6.14K
$824K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-22- 0.52% |
$2.53K - $2.81K
|
4.21K
$565K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-25- 0.39% |
$2.88K - $3.19K
|
6.44K
$865K
|