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 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
958+ 0.58% |
$112K - $120K
|
166K
$23M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
952+ 3.01% |
$112K - $119K
|
32.5K
$4.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
938+ 9.36% |
$110K - $117K
|
11K
$1.51M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
925+ 7.43% |
$109K - $116K
|
13.4K
$1.85M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
920+ 2.02% |
$108K - $115K
|
46.4K
$6.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
919+ 10.05% |
$108K - $115K
|
10.1K
$1.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
893+ 23.24% |
$105K - $112K
|
4.74K
$654K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
893+ 0.56% |
$105K - $112K
|
160K
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
878+ 3.51% |
$103K - $110K
|
25.9K
$3.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
851+ 18.31% |
$99.8K - $106K
|
5.5K
$760K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
838+ 14.03% |
$98.3K - $105K
|
6.81K
$941K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
833+ 8.19% |
$97.7K - $104K
|
11K
$1.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
826+ 109.84% |
$96.9K - $103K
|
1.58K
$218K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
818+ 5.42% |
$96K - $102K
|
15.9K
$2.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
816+ 1.15% |
$95.7K - $102K
|
71.5K
$9.88M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
808+ 8.61% |
$94.8K - $101K
|
10.2K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
800+ 30.77% |
$93.8K - $100K
|
3.4K
$470K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
788+ 7.06% |
$92.4K - $98.5K
|
11.9K
$1.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
781+ 1.22% |
$91.6K - $97.6K
|
64.6K
$8.92M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
771+ 14.89% |
$90.4K - $96.4K
|
5.95K
$822K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
764+ 1.63% |
$89.6K - $95.5K
|
47.6K
$6.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
718+ 2.16% |
$84.2K - $89.7K
|
34K
$4.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
716+ 9.73% |
$84K - $89.5K
|
8.07K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
708New |
$83K - $88.5K
|
708
$97.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
700+ 37.31% |
$82.1K - $87.5K
|
2.58K
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
688+ 141.86% |
$80.7K - $86K
|
1.17K
$162K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
675+ 1.41% |
$79.2K - $84.4K
|
48.6K
$6.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
675+ 11.3% |
$79.2K - $84.4K
|
6.65K
$918K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
650+ 28.71% |
$76.2K - $81.2K
|
2.91K
$403K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
640+ 5.78% |
$75.1K - $80K
|
11.7K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
634+ 1.3% |
$74.4K - $79.2K
|
49.5K
$6.84M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
616+ 17.6% |
$72.3K - $77K
|
4.12K
$569K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
601+ 3.88% |
$70.5K - $75.1K
|
16.1K
$2.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
588+ 6.86% |
$69K - $73.5K
|
9.15K
$1.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
576+ 2.91% |
$67.6K - $72K
|
20.4K
$2.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
575+ 1.98% |
$67.4K - $71.9K
|
29.7K
$4.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
566+ 4.3% |
$66.4K - $70.7K
|
13.7K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
545+ 7.85% |
$63.9K - $68.1K
|
7.49K
$1.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
539+ 1.84% |
$63.2K - $67.4K
|
29.8K
$4.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
535+ 1.64% |
$62.8K - $66.9K
|
33.2K
$4.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
521+ 16.35% |
$61.1K - $65.1K
|
3.71K
$512K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
520+ 93.69% |
$61K - $65K
|
1.08K
$149K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
520+ 3.76% |
$61K - $65K
|
14.4K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
516+ 3.93% |
$60.5K - $64.5K
|
13.7K
$1.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
493+ 15.48% |
$57.8K - $61.6K
|
3.68K
$508K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
487+ 0.97% |
$57.1K - $60.9K
|
50.9K
$7.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
481+ 0.48% |
$56.4K - $60.1K
|
101K
$14M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
472+ 2.13% |
$55.4K - $59K
|
22.7K
$3.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
472+ 21.36% |
$55.4K - $59K
|
2.68K
$371K
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
441+ 0.6% |
$51.7K - $55.1K
|
73.5K
$10.2M
|