Purchases and Sales Made in Q4 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 Q4 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 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-74- 1.75% |
$8.15K - $9.29K
|
4.16K
$559K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-77- 3.39% |
$8.49K - $9.67K
|
2.19K
$294K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-81- 0.57% |
$8.93K - $10.2K
|
14.2K
$1.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-81- 1.48% |
$8.93K - $10.2K
|
5.39K
$724K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-81- 5.27% |
$8.93K - $10.2K
|
1.46K
$195K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-81- 2.44% |
$8.93K - $10.2K
|
3.24K
$434K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-83- 2.07% |
$9.15K - $10.4K
|
3.93K
$527K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-83- 1.45% |
$9.15K - $10.4K
|
5.64K
$758K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-85- 4.79% |
$9.37K - $10.7K
|
1.69K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-88- 1.43% |
$9.7K - $11.1K
|
6.05K
$812K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-89- 0.87% |
$9.81K - $11.2K
|
10.2K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-89- 18.98% |
$9.81K - $11.2K
|
380
$51K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-91- 0.83% |
$10K - $11.4K
|
10.9K
$1.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-92- 1.34% |
$10.1K - $11.6K
|
6.75K
$906K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-92- 0.29% |
$10.1K - $11.6K
|
31.3K
$4.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-92- 1.38% |
$10.1K - $11.6K
|
6.57K
$882K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-94- 29.75% |
$10.4K - $11.8K
|
222
$29.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-98- 5.35% |
$10.8K - $12.3K
|
1.73K
$233K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-98- 43.95% |
$10.8K - $12.3K
|
125
$16.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-99- 4.84% |
$10.9K - $12.4K
|
1.95K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-99- 2.44% |
$10.9K - $12.4K
|
3.95K
$531K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 0.91% |
$11K - $12.6K
|
10.9K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-100- 1.65% |
$11K - $12.6K
|
5.96K
$800K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-101- 2.89% |
$11.1K - $12.7K
|
3.39K
$455K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-106- 3.25% |
$11.7K - $13.3K
|
3.16K
$424K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-106- 2.52% |
$11.7K - $13.3K
|
4.1K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-106- 3.25% |
$11.7K - $13.3K
|
3.16K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-108- 4.45% |
$11.9K - $13.6K
|
2.32K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-110- 1.55% |
$12.1K - $13.8K
|
7.01K
$940K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-110- 4.11% |
$12.1K - $13.8K
|
2.57K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-111- 1.0% |
$12.2K - $13.9K
|
10.9K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-112- 2.97% |
$12.3K - $14.1K
|
3.66K
$492K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-115- 8.05% |
$12.7K - $14.4K
|
1.31K
$176K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-121- 25.53% |
$13.3K - $15.2K
|
353
$47.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-122- 2.22% |
$13.4K - $15.3K
|
5.38K
$722K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-124- 0.46% |
$13.7K - $15.6K
|
26.6K
$3.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-125- 6.93% |
$13.8K - $15.7K
|
1.68K
$226K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-128- 1.37% |
$14.1K - $16.1K
|
9.19K
$1.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-128- 4.74% |
$14.1K - $16.1K
|
2.58K
$346K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-132- 3.41% |
$14.5K - $16.6K
|
3.74K
$502K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-132- 5.39% |
$14.5K - $16.6K
|
2.32K
$311K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-133- 6.66% |
$14.7K - $16.7K
|
1.87K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-135- 0.37% |
$14.9K - $17K
|
36.7K
$4.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-135- 2.77% |
$14.9K - $17K
|
4.74K
$637K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-137- 2.77% |
$15.1K - $17.2K
|
4.81K
$646K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-138- 2.14% |
$15.2K - $17.3K
|
6.31K
$847K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-138- 3.22% |
$15.2K - $17.3K
|
4.15K
$557K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-141- 6.41% |
$15.5K - $17.7K
|
2.06K
$277K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-150- 2.84% |
$16.5K - $18.8K
|
5.13K
$689K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-150- 4.67% |
$16.5K - $18.8K
|
3.06K
$411K
|