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 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.82K+ 240.73% |
$565K - $602K
|
6.82K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.82K+ 86.11% |
$565K - $602K
|
10.4K
$1.4M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
4.57KNew |
$536K - $571K
|
4.57K
$613K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.53KNew |
$531K - $566K
|
4.53K
$608K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.43K+ 88.22% |
$519K - $553K
|
9.44K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.41K+ 27.08% |
$517K - $551K
|
20.7K
$2.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.39K+ 1.66% |
$514K - $548K
|
268K
$35.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.3K+ 8.67% |
$504K - $537K
|
53.9K
$7.23M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.22K+ 6.54% |
$495K - $527K
|
68.7K
$9.22M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.22K+ 1.5% |
$495K - $527K
|
285K
$38.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.18KNew |
$491K - $523K
|
4.18K
$561K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.12K+ 2.05% |
$483K - $515K
|
205K
$27.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4KNew |
$469K - $500K
|
4K
$537K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.99K+ 3.79% |
$468K - $499K
|
109K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.97KNew |
$466K - $496K
|
3.97K
$533K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.97K+ 22.18% |
$465K - $496K
|
21.9K
$2.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.79KNew |
$445K - $474K
|
3.79K
$509K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.65K+ 1.04% |
$428K - $456K
|
356K
$47.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.63KNew |
$426K - $454K
|
3.63K
$488K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.51K+ 124.26% |
$411K - $438K
|
6.33K
$850K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.5K+ 9.52% |
$411K - $438K
|
40.3K
$5.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
3.5KNew |
$411K - $437K
|
3.5K
$470K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.46KNew |
$406K - $433K
|
3.46K
$465K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.35K+ 12.86% |
$393K - $419K
|
29.4K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.31K+ 2.51% |
$388K - $413K
|
135K
$18.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.18K+ 1.36% |
$372K - $397K
|
237K
$31.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.14K+ 2.39% |
$368K - $392K
|
134K
$18M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.11KNew |
$365K - $389K
|
3.11K
$418K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
3.11K+ 3.85% |
$364K - $388K
|
83.8K
$11.3M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.08KNew |
$362K - $385K
|
3.08K
$414K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.01K+ 0.66% |
$353K - $376K
|
462K
$62M
|
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
3.01K+ 1.51% |
$353K - $376K
|
202K
$27.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.93K+ 8.07% |
$344K - $367K
|
39.3K
$5.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
2.8KNew |
$328K - $350K
|
2.8K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.8K+ 3.29% |
$328K - $350K
|
87.9K
$11.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.75KNew |
$323K - $344K
|
2.75K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.72K+ 22.95% |
$320K - $340K
|
14.6K
$1.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.69K+ 3.82% |
$316K - $336K
|
73K
$9.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.61KNew |
$307K - $327K
|
2.61K
$351K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.59K+ 4.18% |
$304K - $324K
|
64.6K
$8.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.55K+ 164.52% |
$299K - $319K
|
4.1K
$550K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$296K - $315K
|
2.52K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.52KNew |
$295K - $315K
|
2.52K
$338K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.41KNew |
$282K - $301K
|
2.41K
$323K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.39K+ 68.51% |
$280K - $299K
|
5.88K
$789K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.39KNew |
$280K - $298K
|
2.39K
$320K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.38K+ 12.45% |
$280K - $298K
|
21.5K
$2.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.28K+ 13.91% |
$268K - $285K
|
18.7K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.27KNew |
$266K - $284K
|
2.27K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.25KNew |
$264K - $281K
|
2.25K
$302K
|