Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.14M+ 2734.13% |
$134M - $143M
|
1.19M
$164M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
339K+ 2621.27% |
$39.8M - $42.4M
|
352K
$48.7M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
109K+ 3142.02% |
$12.8M - $13.7M
|
113K
$15.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86K+ 9.75% |
$10.1M - $10.7M
|
968K
$134M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
54.1K+ 2.37% |
$6.35M - $6.76M
|
2.34M
$323M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
50KNew |
$5.87M - $6.25M
|
50K
$6.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
44.4K+ 43.42% |
$5.21M - $5.55M
|
147K
$20.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
42K+ 625.98% |
$4.92M - $5.24M
|
48.7K
$6.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
40.2KNew |
$4.72M - $5.02M
|
40.2K
$5.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.4K+ 692.16% |
$4.39M - $4.68M
|
42.8K
$5.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
36.5K+ 4.91% |
$4.28M - $4.56M
|
780K
$108M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
35.1K+ 51.27% |
$4.12M - $4.39M
|
104K
$14.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.6K+ 2.59% |
$3.94M - $4.2M
|
1.33M
$184M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
28.3KNew |
$3.32M - $3.53M
|
28.3K
$3.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.6K+ 12.51% |
$3.11M - $3.32M
|
239K
$33M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
24.1K+ 26.45% |
$2.83M - $3.01M
|
115K
$15.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
22.9K+ 1.49% |
$2.68M - $2.86M
|
1.56M
$216M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.9K+ 17.21% |
$2.68M - $2.86M
|
156K
$21.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
22.7K+ 31.37% |
$2.66M - $2.83M
|
95K
$13.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
19.3K+ 554.12% |
$2.27M - $2.41M
|
22.8K
$3.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.9K+ 39.57% |
$2.22M - $2.36M
|
66.7K
$9.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
18KNew |
$2.11M - $2.25M
|
18K
$2.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
15.2K+ 171.68% |
$1.79M - $1.9M
|
24.1K
$3.33M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14.9K+ 424.92% |
$1.75M - $1.86M
|
18.4K
$2.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
13.7K+ 1.15% |
$1.6M - $1.71M
|
1.2M
$166M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.4K+ 3.57% |
$1.58M - $1.68M
|
389K
$53.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.1K+ 10.15% |
$1.54M - $1.64M
|
142K
$19.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
12.1KNew |
$1.42M - $1.52M
|
12.1K
$1.68M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
11.1K+ 16.79% |
$1.31M - $1.39M
|
77.5K
$10.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$1.24M - $1.32M
|
10.5K
$1.46M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.2K+ 16.76% |
$1.2M - $1.28M
|
71.3K
$9.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.29KNew |
$1.09M - $1.16M
|
9.29K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8.71K+ 5.84% |
$1.02M - $1.09M
|
158K
$21.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.78K+ 67.84% |
$912K - $972K
|
19.2K
$2.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.6K+ 0.7% |
$891K - $949K
|
1.09M
$150M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.25K+ 5.8% |
$850K - $906K
|
132K
$18.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.39KNew |
$750K - $799K
|
6.39K
$883K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
6.28K+ 14.07% |
$737K - $785K
|
50.9K
$7.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.24K+ 4.92% |
$731K - $779K
|
133K
$18.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
6.13KNew |
$719K - $766K
|
6.13K
$847K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6KNew |
$704K - $750K
|
6K
$829K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.82K+ 8.04% |
$682K - $727K
|
78.1K
$10.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.78KNew |
$678K - $723K
|
5.78K
$799K
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
5.63K+ 8.32% |
$661K - $704K
|
73.3K
$10.1M
|
|
|
Aug 04, 2023
Q2 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.56K+ 1.64% |
$653K - $695K
|
344K
$47.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.21KNew |
$611K - $651K
|
5.21K
$720K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.18K+ 77.33% |
$607K - $647K
|
11.9K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.06KNew |
$593K - $632K
|
5.06K
$699K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.96K+ 184.1% |
$581K - $619K
|
7.65K
$1.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4.92K+ 3.2% |
$577K - $614K
|
159K
$21.9M
|