Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.94K+ 6205.47% |
$914K - $1.01M
|
8.07K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.77K+ 7.93% |
$894K - $991K
|
106K
$14.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7.5KNew |
$863K - $957K
|
7.5K
$1M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.62KNew |
$761K - $845K
|
6.62K
$886K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
6.25K+ 3.09% |
$719K - $797K
|
208K
$27.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.19K+ 29.9% |
$712K - $790K
|
26.9K
$3.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
5.8K+ 34.3% |
$667K - $740K
|
22.7K
$3.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.73KNew |
$659K - $731K
|
5.73K
$766K
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.65KNew |
$650K - $721K
|
5.65K
$756K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.47K+ 1.92% |
$629K - $698K
|
290K
$38.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
5.43KNew |
$625K - $693K
|
5.43K
$727K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.27K+ 5.99% |
$606K - $672K
|
93.2K
$12.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.19K+ 11.47% |
$597K - $662K
|
50.4K
$6.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.08K+ 24.95% |
$584K - $648K
|
25.5K
$3.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.94KNew |
$568K - $631K
|
4.94K
$661K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.85K+ 3.72% |
$558K - $619K
|
135K
$18.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
4.85K+ 1548.24% |
$557K - $618K
|
5.16K
$690K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.72K+ 28.56% |
$543K - $602K
|
21.2K
$2.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.49K+ 6.29% |
$516K - $573K
|
75.8K
$10.1M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.45KNew |
$512K - $568K
|
4.45K
$595K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.43KNew |
$510K - $566K
|
4.43K
$593K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.34KNew |
$499K - $553K
|
4.34K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.26K+ 7.91% |
$490K - $543K
|
58.1K
$7.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
4.05KNew |
$466K - $517K
|
4.05K
$542K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.94K+ 36.08% |
$453K - $503K
|
14.9K
$1.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.78K+ 21.07% |
$435K - $483K
|
21.7K
$2.91M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.69K+ 3.89% |
$425K - $471K
|
98.7K
$13.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.67K+ 19.66% |
$423K - $469K
|
22.4K
$2.99M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.43KNew |
$394K - $437K
|
3.43K
$459K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.4K+ 403.8% |
$391K - $433K
|
4.24K
$567K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.31K+ 315.43% |
$381K - $423K
|
4.36K
$584K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.31K+ 143.6% |
$381K - $422K
|
5.62K
$751K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.27K+ 34.27% |
$376K - $417K
|
12.8K
$1.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.24K+ 1.21% |
$373K - $413K
|
271K
$36.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.15KNew |
$362K - $401K
|
3.15K
$421K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.05K+ 26.78% |
$351K - $389K
|
14.4K
$1.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3.01K+ 1.9% |
$347K - $384K
|
162K
$21.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.93KNew |
$336K - $373K
|
2.93K
$391K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
2.9K+ 24.05% |
$334K - $370K
|
15K
$2M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.81K+ 3.78% |
$324K - $359K
|
77.2K
$10.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
2.79K+ 3.81% |
$321K - $356K
|
76.1K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
2.76K+ 4.87% |
$318K - $353K
|
59.5K
$7.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.66K+ 6.71% |
$306K - $340K
|
42.3K
$5.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.66K+ 43.56% |
$305K - $339K
|
8.75K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.54K+ 3.54% |
$292K - $324K
|
74.5K
$9.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.54KNew |
$292K - $324K
|
2.54K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.45K+ 17.0% |
$281K - $312K
|
16.8K
$2.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.45KNew |
$281K - $312K
|
2.45K
$327K
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.27KNew |
$261K - $289K
|
2.27K
$303K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.26K+ 5.62% |
$260K - $289K
|
42.6K
$5.69M
|