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 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-485- 1.78% |
$56.9K - $60.6K
|
26.8K
$3.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-486- 2.52% |
$57K - $60.7K
|
18.8K
$2.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-492- 1.91% |
$57.7K - $61.5K
|
25.2K
$3.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-500- 20.0% |
$58.7K - $62.5K
|
2K
$259K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-503- 5.36% |
$59K - $62.9K
|
8.89K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-504- 4.84% |
$59.1K - $63K
|
9.9K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-506- 12.84% |
$59.4K - $63.2K
|
3.44K
$445K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-516- 7.73% |
$60.5K - $64.5K
|
6.16K
$797K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-518- 0.58% |
$60.8K - $64.7K
|
88.5K
$11.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-519- 3.63% |
$60.9K - $64.9K
|
13.8K
$1.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-524- 21.98% |
$61.5K - $65.5K
|
1.86K
$241K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-531- 0.94% |
$62.3K - $66.4K
|
55.9K
$7.24M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-535- 1.09% |
$62.8K - $66.9K
|
48.7K
$6.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-539- 62.17% |
$63.2K - $67.4K
|
328
$42.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-541- 0.25% |
$63.5K - $67.6K
|
219K
$28.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-557- 2.76% |
$65.3K - $69.6K
|
19.6K
$2.54M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-558- 7.32% |
$65.5K - $69.7K
|
7.07K
$915K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-567- 9.08% |
$66.5K - $70.9K
|
5.68K
$735K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-568- 7.58% |
$66.6K - $71K
|
6.93K
$896K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-570- 12.53% |
$66.9K - $71.2K
|
3.98K
$515K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-596Closed |
$69.9K - $74.5K
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-604- 33.78% |
$70.8K - $75.5K
|
1.18K
$153K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-605- 1.06% |
$71K - $75.6K
|
56.3K
$7.29M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-624- 1.5% |
$73.2K - $78K
|
40.9K
$5.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-626- 3.71% |
$73.4K - $78.2K
|
16.2K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-636- 33.79% |
$74.6K - $79.5K
|
1.25K
$161K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-647- 5.49% |
$75.9K - $80.9K
|
11.1K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-650- 0.6% |
$76.2K - $81.2K
|
108K
$14M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-658- 5.13% |
$77.2K - $82.2K
|
12.2K
$1.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-658- 4.59% |
$77.2K - $82.2K
|
13.7K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-677- 0.83% |
$79.4K - $84.6K
|
80.6K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-690- 14.0% |
$80.9K - $86.2K
|
4.24K
$548K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-693- 0.95% |
$81.3K - $86.6K
|
71.9K
$9.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-707- 1.64% |
$82.9K - $88.4K
|
42.4K
$5.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-721- 14.5% |
$84.6K - $90.1K
|
4.25K
$550K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-736- 3.91% |
$86.3K - $92K
|
18.1K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-750- 13.39% |
$88K - $93.7K
|
4.85K
$628K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-766- 4.58% |
$89.9K - $95.7K
|
15.9K
$2.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-770- 14.8% |
$90.3K - $96.2K
|
4.43K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-778- 0.11% |
$91.3K - $97.2K
|
682K
$88.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-795- 0.7% |
$93.3K - $99.4K
|
112K
$14.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-803- 10.42% |
$94.2K - $100K
|
6.9K
$893K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-808- 0.89% |
$94.8K - $101K
|
90K
$11.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-820- 6.0% |
$96.2K - $102K
|
12.8K
$1.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-829- 10.94% |
$97.2K - $104K
|
6.75K
$873K
|
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-849- 1.49% |
$99.6K - $106K
|
56K
$7.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-853- 4.26% |
$100K - $107K
|
19.2K
$2.48M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-865- 1.69% |
$101K - $108K
|
50.2K
$6.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-884- 2.04% |
$104K - $110K
|
42.5K
$5.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-903- 15.04% |
$106K - $113K
|
5.1K
$660K
|