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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
161+ 1.19% |
$18.9K - $20.1K
|
13.7K
$1.84M
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
160+ 2.54% |
$18.8K - $20K
|
6.47K
$868K
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
159+ 1.67% |
$18.7K - $19.9K
|
9.7K
$1.3M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
157+ 5.65% |
$18.4K - $19.6K
|
2.94K
$394K
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
157New |
$18.4K - $19.6K
|
157
$21.1K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
157+ 11.83% |
$18.4K - $19.6K
|
1.48K
$199K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
157+ 1.94% |
$18.4K - $19.6K
|
8.26K
$1.11M
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
153+ 5.51% |
$17.9K - $19.1K
|
2.93K
$393K
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
143+ 0.13% |
$16.8K - $17.9K
|
113K
$15.2M
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
142+ 1.83% |
$16.7K - $17.7K
|
7.91K
$1.06M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
134+ 2.44% |
$15.7K - $16.7K
|
5.62K
$754K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
127New |
$14.9K - $15.9K
|
127
$17K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
126+ 0.82% |
$14.8K - $15.7K
|
15.5K
$2.08M
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
125+ 2.27% |
$14.7K - $15.6K
|
5.62K
$755K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
123New |
$14.4K - $15.4K
|
123
$16.5K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
120New |
$14.1K - $15K
|
120
$16.1K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
120+ 2.75% |
$14.1K - $15K
|
4.48K
$601K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
119+ 2.17% |
$14K - $14.9K
|
5.61K
$753K
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
115+ 5.89% |
$13.5K - $14.4K
|
2.07K
$278K
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
113+ 0.67% |
$13.3K - $14.1K
|
17K
$2.28M
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
110New |
$12.9K - $13.7K
|
110
$14.8K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
109+ 2.75% |
$12.8K - $13.6K
|
4.07K
$547K
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
105+ 0.84% |
$12.3K - $13.1K
|
12.5K
$1.68M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
105+ 0.59% |
$12.3K - $13.1K
|
18K
$2.41M
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
103+ 2.16% |
$12.1K - $12.9K
|
4.87K
$653K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
101+ 6.55% |
$11.8K - $12.6K
|
1.64K
$221K
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
100New |
$11.7K - $12.5K
|
100
$13.4K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
98+ 3.34% |
$11.5K - $12.2K
|
3.03K
$406K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
98+ 35.64% |
$11.5K - $12.2K
|
373
$50.1K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
95+ 1.29% |
$11.1K - $11.9K
|
7.45K
$999K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
95+ 0.94% |
$11.1K - $11.9K
|
10.2K
$1.37M
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
93New |
$10.9K - $11.6K
|
93
$12.5K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
90+ 1.15% |
$10.6K - $11.2K
|
7.89K
$1.06M
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
88+ 0.19% |
$10.3K - $11K
|
47.5K
$6.38M
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
81+ 9.94% |
$9.5K - $10.1K
|
896
$120K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
75+ 3.89% |
$8.8K - $9.37K
|
2K
$269K
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
74+ 60.16% |
$8.68K - $9.25K
|
197
$26.4K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
73+ 10.21% |
$8.56K - $9.12K
|
788
$106K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
70+ 0.64% |
$8.21K - $8.75K
|
10.9K
$1.47M
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
65+ 0.66% |
$7.62K - $8.12K
|
9.92K
$1.33M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
62+ 1.93% |
$7.27K - $7.75K
|
3.28K
$440K
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
62+ 0.66% |
$7.27K - $7.75K
|
9.49K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
60+ 8.31% |
$7.04K - $7.5K
|
782
$105K
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
59+ 0.14% |
$6.92K - $7.37K
|
43.6K
$5.84M
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
54+ 3.21% |
$6.33K - $6.75K
|
1.74K
$233K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
51+ 1.11% |
$5.98K - $6.37K
|
4.66K
$626K
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
50+ 2.81% |
$5.87K - $6.25K
|
1.83K
$245K
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
49+ 0.29% |
$5.75K - $6.12K
|
16.9K
$2.27M
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
48+ 12.57% |
$5.63K - $6K
|
430
$57.7K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
47New |
$5.51K - $5.87K
|
47
$6.31K
|