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 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-31.8K- 3.4% |
$3.74M - $3.98M
|
904K
$117M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-32.9K- 44.66% |
$3.86M - $4.11M
|
40.8K
$5.28M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-34.9K- 87.95% |
$4.1M - $4.37M
|
4.79K
$620K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35.8K- 47.46% |
$4.2M - $4.48M
|
39.7K
$5.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-38K- 94.45% |
$4.46M - $4.75M
|
2.23K
$289K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-42.2K- 10.26% |
$4.95M - $5.28M
|
369K
$47.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-42.4K- 40.22% |
$4.98M - $5.3M
|
63.1K
$8.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-42.9K- 66.55% |
$5.03M - $5.36M
|
21.5K
$2.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-43.1K- 46.01% |
$5.06M - $5.39M
|
50.6K
$6.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.5K- 1.22% |
$5.1M - $5.44M
|
3.51M
$455M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.1K- 3.17% |
$5.18M - $5.52M
|
1.35M
$174M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-53.1K- 61.16% |
$6.23M - $6.64M
|
33.7K
$4.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-54.9K- 2.58% |
$6.44M - $6.87M
|
2.08M
$269M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-55K- 39.97% |
$6.45M - $6.87M
|
82.6K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-60.9K- 9.33% |
$7.14M - $7.61M
|
592K
$76.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-62.8K- 2.33% |
$7.37M - $7.85M
|
2.63M
$341M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-84.6K- 17.73% |
$9.92M - $10.6M
|
392K
$50.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-85.5K- 16.47% |
$10M - $10.7M
|
434K
$56.1M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-85.5K- 16.47% |
$10M - $10.7M
|
434K
$56.1M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-90.9K- 9.4% |
$10.7M - $11.4M
|
877K
$113M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-119K- 3.51% |
$14M - $14.9M
|
3.27M
$423M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-123K- 83.53% |
$14.4M - $15.3M
|
24.2K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-125K- 1.29% |
$14.7M - $15.6M
|
9.54M
$1.23B
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-136K- 6.76% |
$15.9M - $17M
|
1.88M
$243M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-153K- 10.95% |
$18M - $19.2M
|
1.25M
$161M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-155K- 24.66% |
$18.2M - $19.4M
|
474K
$61.3M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-158K- 97.78% |
$18.5M - $19.7M
|
3.59K
$464K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-162K- 6.89% |
$19M - $20.2M
|
2.19M
$283M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-227K- 8.91% |
$26.7M - $28.4M
|
2.33M
$301M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-581K- 99.69% |
$68.1M - $72.6M
|
1.79K
$232K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-784K- 97.74% |
$91.9M - $97.9M
|
18.1K
$2.35M
|