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 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.65% |
$704 - $750
|
932
$121K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$704 - $750
|
1.58K
$204K
|
|
|
Mar 04, 2025
Q2 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
5+ 0.09% |
$587 - $625
|
5.68K
$735K
|
|
|
Mar 28, 2025
Q2 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
5+ 0.09% |
$587 - $625
|
5.68K
$735K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5+ 0.2% |
$587 - $625
|
2.53K
$327K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5+ 0.17% |
$587 - $625
|
3K
$388K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.02% |
$469 - $500
|
22K
$2.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4+ 0.2% |
$469 - $500
|
1.97K
$255K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.2% |
$469 - $500
|
2.05K
$266K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4+ 0.39% |
$469 - $500
|
1.03K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4+ 0.06% |
$469 - $500
|
7.05K
$913K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$352 - $375
|
2.04K
$264K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 0.55% |
$352 - $375
|
548
$70.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3+ 0.03% |
$352 - $375
|
9.96K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
3+ 0.1% |
$352 - $375
|
3.05K
$394K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.18% |
$352 - $375
|
1.71K
$221K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.04% |
$352 - $375
|
6.88K
$890K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3+ 0.02% |
$352 - $375
|
15.3K
$1.98M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.09% |
$235 - $250
|
2.27K
$293K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
2+ 0.04% |
$235 - $250
|
4.54K
$587K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2New |
$235 - $250
|
2
$259
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$235 - $250
|
9.52K
$1.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$235 - $250
|
2.64K
$341K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.58% |
$235 - $250
|
348
$45K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$117 - $125
|
1.91K
$247K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1+ 0.02% |
$117 - $125
|
4.99K
$646K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$117 - $125
|
62.2K
$8.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.91% |
$117 - $125
|
111
$14.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.06% |
$117 - $125
|
1.69K
$219K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.32% |
$117 - $125
|
311
$40.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.69% |
$117 - $125
|
145
$18.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.01% |
$117 - $125
|
8.67K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1+ 0.84% |
$117 - $125
|
120
$15.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.03% |
$117 - $125
|
3.8K
$491K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.48% |
$117 - $125
|
210
$27.2K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.02% |
$117 - $125
|
5.21K
$674K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$117 - $125
|
475
$61.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1- 0.03% |
$117 - $125
|
3K
$388K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1- 0.03% |
$117 - $125
|
3.18K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.11% |
$235 - $250
|
1.88K
$244K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 4.65% |
$235 - $250
|
41
$5.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2- 0.03% |
$235 - $250
|
7.05K
$913K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4- 0.03% |
$469 - $500
|
12.4K
$1.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-4- -0.0% |
$469 - $500
|
102K
$13.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-6- 0.18% |
$704 - $750
|
3.32K
$429K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-6- 0.25% |
$704 - $750
|
2.35K
$304K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-7- 0.21% |
$821 - $875
|
3.33K
$431K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8- 0.23% |
$938 - $1K
|
3.47K
$449K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-8- 0.37% |
$938 - $1K
|
2.18K
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-8- 0.46% |
$938 - $1K
|
1.72K
$223K
|