Purchases and Sales Made in Q3 2023 in Spdr Series Tr Spdr S&P Divide (SDY)

SDY Quotes by TradingView

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 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

SELL
 -
-861
- 1.77%
$99K - $110K
47.7K $6.51M
Nov 09, 2023 Q3 2023
Truepoint, Inc.

SELL
 -
-866
- 18.02%
$99.6K - $110K
3.94K $538K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-882
- 4.88%
$101K - $113K
17.2K $2.35M
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-885
- 1.42%
$102K - $113K
61.3K $8.37M
Oct 10, 2023 Q3 2023
Transform Wealth, LLC

SELL
 -
-899
- 6.58%
$103K - $115K
12.8K $1.74M
Oct 25, 2023 Q3 2023
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-909
- 27.62%
$105K - $116K
2.38K $325K
Nov 02, 2023 Q3 2023
Hourglass Capital, LLC

SELL
 -
-910
- 7.48%
$105K - $116K
11.3K $1.54M
Feb 13, 2025 Q3 2023
Nfp Retirement, Inc.

Aliso Viejo, CA
SELL
 -
-916
- 3.12%
$105K - $117K
28.4K $3.88M
Oct 24, 2023 Q3 2023
Horst & Graben Wealth Management LLC

SELL
 -
-926
- 12.06%
$106K - $118K
6.75K $922K
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

SELL
 -
-945
- 25.39%
$109K - $121K
2.78K $379K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

SELL
 -
-951
- 5.17%
$109K - $121K
17.4K $2.38M
Nov 01, 2023 Q3 2023
Principle Wealth Partners LLC

SELL
 -
-1K
- 6.4%
$115K - $128K
14.6K $2M
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

SELL
 -
-1K
- 7.8%
$115K - $128K
11.8K $1.62M
Nov 14, 2023 Q3 2023
Bank Ozk

SELL
 -
-1.03K
- 7.04%
$118K - $131K
13.5K $1.85M
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-1.06K
- 11.53%
$122K - $135K
8.14K $1.11M
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-1.07K
- 13.39%
$123K - $137K
6.92K $945K
Nov 13, 2023 Q3 2023
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-1.07K
- 36.26%
$123K - $137K
1.88K $257K
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

SELL
 -
-1.07K
- 0.89%
$124K - $137K
120K $16.4M
Nov 07, 2023 Q3 2023
Ledyard National Bank

SELL
 -
-1.09K
- 5.58%
$126K - $139K
18.5K $2.53M
Nov 13, 2023 Q3 2023
Archetype Wealth Partners

Houston, TX
SELL
 -
-1.12K
- 24.47%
$129K - $143K
3.45K $472K
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-1.13K
- 10.97%
$130K - $144K
9.17K $1.25M
Nov 03, 2023 Q3 2023
Neumann Capital Management, LLC

SELL
 -
-1.13K
- 1.55%
$130K - $144K
71.9K $9.82M
Oct 17, 2023 Q3 2023
Ellenbecker Investment Group

SELL
 -
-1.17K
- 6.71%
$134K - $149K
16.2K $2.22M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-1.17K
- 22.87%
$134K - $149K
3.94K $538K
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

SELL
 -
-1.17K
- 37.5%
$135K - $149K
1.95K $266K
Oct 20, 2023 Q3 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-1.19K
- 13.91%
$136K - $151K
7.34K $1M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

SELL
 -
-1.2K
- 4.74%
$138K - $153K
24.1K $3.29M
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

SELL
 -
-1.2K
- 26.06%
$138K - $153K
3.4K $465K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-1.2K
- 2.93%
$138K - $153K
39.8K $5.43M
Nov 13, 2023 Q3 2023
Hollencrest Capital Management

SELL
 -
-1.21K
- 0.73%
$139K - $154K
165K $22.5M
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-1.22K
- 33.95%
$140K - $155K
2.37K $323K
Oct 18, 2023 Q3 2023
Cambridge Advisors Inc.

SELL
 -
-1.23K
- 19.34%
$142K - $157K
5.15K $703K
Nov 09, 2023 Q3 2023
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-1.24K
- 25.47%
$142K - $158K
3.63K $495K
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-1.24K
- 1.81%
$143K - $158K
67.5K $9.22M
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-1.24K
- 1.81%
$143K - $158K
67.5K $9.22M
Oct 13, 2023 Q3 2023
Venture Visionary Partners LLC

SELL
 -
-1.24K
- 6.23%
$143K - $158K
18.7K $2.55M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-1.26K
- 3.36%
$144K - $160K
36.1K $4.92M
Nov 02, 2023 Q3 2023
Badgley Phelps Wealth Managers, LLC

SELL
 -
-1.26K
- 4.45%
$145K - $161K
27K $3.69M
Oct 27, 2023 Q3 2023
Whittier Trust CO

SELL
 -
-1.31K
- 2.08%
$151K - $168K
61.7K $8.43M
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

SELL
 -
-1.34K
- 2.95%
$154K - $170K
43.9K $5.99M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-1.35K
- 4.15%
$155K - $172K
31.2K $4.26M
Oct 26, 2023 Q3 2023
Duncker Streett & CO Inc

SELL
 -
-1.36K
- 23.07%
$157K - $174K
4.55K $621K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

SELL
 -
-1.38K
- 45.67%
$159K - $176K
1.65K $225K
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
SELL
 -
-1.4K
- 9.74%
$160K - $178K
12.9K $1.77M
Nov 01, 2023 Q3 2023
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-1.48K
- 1.07%
$170K - $188K
136K $18.6M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.5K
- 5.77%
$172K - $191K
24.4K $3.34M
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-1.54K
- 2.26%
$177K - $196K
66.4K $9.07M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-1.64K
- 33.37%
$188K - $209K
3.27K $446K
Oct 12, 2023 Q3 2023
Wp Wealth LLP

Fort Worth, TX
SELL
 -
-1.68K
Closed
$194K - $215K
0 $0

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