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 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
369+ 0.29% |
$42.4K - $47.1K
|
126K
$16.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
363+ 342.45% |
$41.7K - $46.3K
|
469
$62.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
363+ 86.84% |
$41.7K - $46.3K
|
781
$105K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
363+ 4.95% |
$41.7K - $46.3K
|
7.7K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
361+ 50.99% |
$41.5K - $46.1K
|
1.07K
$143K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
359+ 1.2% |
$41.3K - $45.8K
|
30.2K
$4.05M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
357+ 16.4% |
$41.1K - $45.5K
|
2.53K
$340K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
339+ 4.54% |
$39K - $43.2K
|
7.81K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
330+ 0.12% |
$38K - $42.1K
|
286K
$38.4M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
328+ 0.71% |
$37.7K - $41.8K
|
46.7K
$6.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
327+ 9.82% |
$37.6K - $41.7K
|
3.66K
$491K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
321+ 103.22% |
$36.9K - $41K
|
632
$84.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
313+ 3.61% |
$36K - $39.9K
|
8.98K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
308+ 24.33% |
$35.4K - $39.3K
|
1.57K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
307+ 0.4% |
$35.3K - $39.2K
|
76.9K
$10.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
304+ 3.38% |
$35K - $38.8K
|
9.31K
$1.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
300+ 428.57% |
$34.5K - $38.3K
|
370
$49.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
300+ 1.01% |
$34.5K - $38.3K
|
30K
$4.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
296+ 2.63% |
$34K - $37.8K
|
11.5K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
294+ 0.6% |
$33.8K - $37.5K
|
49K
$6.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
286+ 0.17% |
$32.9K - $36.5K
|
172K
$23.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
285+ 10.73% |
$32.8K - $36.4K
|
2.94K
$395K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
265+ 2.63% |
$30.5K - $33.8K
|
10.3K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
261+ 2.42% |
$30K - $33.3K
|
11.1K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
245+ 1.71% |
$28.2K - $31.3K
|
14.6K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
243+ 44.75% |
$27.9K - $31K
|
786
$105K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
237+ 2.77% |
$27.3K - $30.2K
|
8.79K
$1.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
237+ 0.56% |
$27.3K - $30.2K
|
42.9K
$5.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
186+ 0.63% |
$21.4K - $23.7K
|
29.9K
$4.01M
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
183+ 0.68% |
$21K - $23.3K
|
26.9K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
183+ 0.68% |
$21K - $23.3K
|
26.9K
$3.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
181+ 3.92% |
$20.8K - $23.1K
|
4.79K
$643K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
179+ 16.48% |
$20.6K - $22.8K
|
1.27K
$170K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
177+ 0.43% |
$20.4K - $22.6K
|
41.1K
$5.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 21.88% |
$20.1K - $22.3K
|
975
$131K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
174+ 4.51% |
$20K - $22.2K
|
4.03K
$541K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
170+ 3.51% |
$19.6K - $21.7K
|
5.01K
$673K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
168+ 2.91% |
$19.3K - $21.4K
|
5.95K
$799K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
165+ 11.2% |
$19K - $21.1K
|
1.64K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
159+ 0.61% |
$18.3K - $20.3K
|
26.1K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
158+ 10.65% |
$18.2K - $20.2K
|
1.64K
$220K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
153+ 1.49% |
$17.6K - $19.5K
|
10.4K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
150+ 0.31% |
$17.3K - $19.1K
|
48.4K
$6.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
150+ 7.4% |
$17.3K - $19.1K
|
2.18K
$292K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
148+ 3.07% |
$17K - $18.9K
|
4.97K
$667K
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
142+ 0.66% |
$16.3K - $18.1K
|
21.7K
$2.91M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
135+ 0.25% |
$15.5K - $17.2K
|
53.7K
$7.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
134+ 7.48% |
$15.4K - $17.1K
|
1.93K
$258K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
133+ 1.9% |
$15.3K - $17K
|
7.12K
$955K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
131+ 1.77% |
$15.1K - $16.7K
|
7.54K
$1.01M
|