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
|
South State Corp
|
SELL
|
- |
-800- 65.04% |
$88.2K - $100K
|
430
$55.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-822- 5.13% |
$90.6K - $103K
|
15.2K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-822- 3.44% |
$90.6K - $103K
|
23.1K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-857- 4.57% |
$94.4K - $108K
|
17.9K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-889- 1.84% |
$98K - $112K
|
47.5K
$6.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-910- 20.08% |
$100K - $114K
|
3.62K
$469K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-913- 29.17% |
$101K - $115K
|
2.22K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-953- 10.4% |
$105K - $120K
|
8.21K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-974- 5.92% |
$107K - $122K
|
15.5K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-985- 7.73% |
$109K - $124K
|
11.8K
$1.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-990- 6.6% |
$109K - $124K
|
14K
$1.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1K- 4.44% |
$110K - $126K
|
21.5K
$2.78M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1K- 13.04% |
$110K - $126K
|
6.68K
$865K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-1.01K- 7.43% |
$111K - $126K
|
12.5K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.02K- 3.01% |
$113K - $128K
|
33K
$4.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.06K- 29.81% |
$117K - $133K
|
2.5K
$324K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.06K- 2.42% |
$117K - $133K
|
42.8K
$5.54M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.07K- 4.37% |
$118K - $134K
|
23.4K
$3.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.07K- 11.49% |
$118K - $134K
|
8.24K
$1.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.09K- 2.16% |
$120K - $137K
|
49.3K
$6.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.11K- 1.79% |
$122K - $139K
|
60.9K
$7.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.18K- 17.41% |
$130K - $148K
|
5.58K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.18K- 1.43% |
$130K - $148K
|
81K
$10.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 9.2% |
$130K - $148K
|
11.6K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.19K- 10.32% |
$131K - $149K
|
10.3K
$1.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.19K- 9.49% |
$131K - $149K
|
11.3K
$1.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.22K- 6.56% |
$134K - $153K
|
17.3K
$2.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.24K- 19.64% |
$137K - $156K
|
5.08K
$657K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.25K- 15.27% |
$137K - $156K
|
6.91K
$894K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.3K- 47.01% |
$143K - $163K
|
1.46K
$189K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.3K- 7.01% |
$143K - $163K
|
17.2K
$2.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.31K- 1.15% |
$144K - $164K
|
112K
$14.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.31K- 19.96% |
$144K - $165K
|
5.25K
$680K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.32K- 10.64% |
$146K - $166K
|
11.1K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.34K- 14.61% |
$147K - $168K
|
7.82K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.35K- 4.17% |
$148K - $169K
|
30.9K
$4M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.36K- 1.43% |
$149K - $170K
|
93.6K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.36K- 1.94% |
$150K - $171K
|
68.7K
$8.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.37K- 1.62% |
$151K - $172K
|
83.6K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.39K- 39.76% |
$154K - $175K
|
2.11K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.41K- 26.2% |
$155K - $177K
|
3.98K
$514K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.42K- 12.33% |
$156K - $178K
|
10.1K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.43K- 5.52% |
$157K - $179K
|
24.4K
$3.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.43K- 8.14% |
$158K - $180K
|
16.2K
$2.09M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.46K- 13.33% |
$161K - $183K
|
9.48K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.47K- 1.31% |
$162K - $185K
|
111K
$14.3M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.5K- 16.54% |
$165K - $188K
|
7.55K
$977K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.51K- 34.56% |
$167K - $190K
|
2.87K
$371K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.51K- 44.67% |
$167K - $190K
|
1.88K
$243K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 1.64% |
$168K - $191K
|
91K
$11.8M
|