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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-62- 1.48% |
$7.27K - $7.75K
|
4.12K
$533K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-64- 0.65% |
$7.51K - $8K
|
9.83K
$1.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-67- 1.27% |
$7.86K - $8.37K
|
5.19K
$672K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-67- 3.48% |
$7.86K - $8.37K
|
1.86K
$241K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-70- 0.31% |
$8.21K - $8.75K
|
22.8K
$2.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-74- 3.26% |
$8.68K - $9.25K
|
2.2K
$284K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-75- 3.9% |
$8.8K - $9.37K
|
1.85K
$239K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-75- 1.26% |
$8.8K - $9.37K
|
5.86K
$758K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-76- 1.03% |
$8.91K - $9.5K
|
7.32K
$948K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-77- 1.43% |
$9.03K - $9.62K
|
5.29K
$685K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-79- 13.19% |
$9.27K - $9.87K
|
520
$67.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-80- 0.13% |
$9.38K - $10K
|
62.9K
$8.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-80- 1.0% |
$9.38K - $10K
|
7.88K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-83- 2.32% |
$9.74K - $10.4K
|
3.49K
$452K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-89- 1.46% |
$10.4K - $11.1K
|
6.01K
$777K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-90- 3.47% |
$10.6K - $11.2K
|
2.5K
$324K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-91- 2.61% |
$10.7K - $11.4K
|
3.39K
$439K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-91- 4.23% |
$10.7K - $11.4K
|
2.06K
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-93- 4.35% |
$10.9K - $11.6K
|
2.04K
$264K
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-94- 1.05% |
$11K - $11.7K
|
8.86K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-96- 3.82% |
$11.3K - $12K
|
2.41K
$312K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-98- 5.32% |
$11.5K - $12.2K
|
1.74K
$226K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-98- 0.54% |
$11.5K - $12.2K
|
18K
$2.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-99- 3.96% |
$11.6K - $12.4K
|
2.4K
$311K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-100- 1.87% |
$11.7K - $12.5K
|
5.26K
$681K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-100- 2.45% |
$11.7K - $12.5K
|
3.98K
$516K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 19.31% |
$11.7K - $12.5K
|
418
$54.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-100- 1.67% |
$11.7K - $12.5K
|
5.88K
$761K
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-100- 1.43% |
$11.7K - $12.5K
|
6.9K
$893K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 4.11% |
$11.7K - $12.5K
|
2.34K
$302K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-105- 0.44% |
$12.3K - $13.1K
|
24K
$3.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-115- 1.62% |
$13.5K - $14.4K
|
6.98K
$904K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-118- 2.08% |
$13.8K - $14.7K
|
5.56K
$719K
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-121- 3.15% |
$14.2K - $15.1K
|
3.72K
$481K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-123- 3.89% |
$14.4K - $15.4K
|
3.04K
$393K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-124- 0.42% |
$14.5K - $15.5K
|
29.3K
$3.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-129- 3.42% |
$15.1K - $16.1K
|
3.65K
$472K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-130- 0.48% |
$15.2K - $16.2K
|
26.8K
$3.46M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-137- 10.02% |
$16.1K - $17.1K
|
1.23K
$159K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-138- 0.17% |
$16.2K - $17.2K
|
79.7K
$10.3M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-138- 3.58% |
$16.2K - $17.2K
|
3.72K
$481K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-146- 2.87% |
$17.1K - $18.2K
|
4.95K
$641K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-146- 2.89% |
$17.1K - $18.2K
|
4.9K
$634K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-147- 7.52% |
$17.2K - $18.4K
|
1.81K
$234K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-150- 0.28% |
$17.6K - $18.7K
|
53.9K
$6.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-151- 3.57% |
$17.7K - $18.9K
|
4.08K
$528K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-152- 15.31% |
$17.8K - $19K
|
841
$109K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-154- 4.14% |
$18.1K - $19.2K
|
3.56K
$461K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-157- 3.1% |
$18.4K - $19.6K
|
4.91K
$635K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-159- 1.54% |
$18.7K - $19.9K
|
10.1K
$1.31M
|