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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.52K- 28.08% |
$168K - $191K
|
3.89K
$504K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.53K- 31.36% |
$169K - $193K
|
3.36K
$434K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.56K- 2.26% |
$171K - $195K
|
67.3K
$8.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.57K- 30.44% |
$173K - $197K
|
3.58K
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.6K- 1.75% |
$176K - $201K
|
89.6K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.64K- 6.7% |
$181K - $206K
|
22.9K
$2.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.66K- 2.16% |
$183K - $209K
|
75.3K
$9.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.71K- 19.31% |
$188K - $214K
|
7.12K
$922K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.76K- 2.8% |
$194K - $221K
|
61.1K
$7.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.77K- 3.05% |
$195K - $222K
|
56.4K
$7.29M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.77K- 6.24% |
$195K - $223K
|
26.7K
$3.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.78K- 1.1% |
$196K - $224K
|
160K
$20.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.82K- 5.26% |
$200K - $228K
|
32.7K
$4.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.82K- 11.36% |
$201K - $229K
|
14.2K
$1.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.87K- 15.61% |
$206K - $235K
|
10.1K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.88K- 30.39% |
$208K - $236K
|
4.31K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.89K- 2.02% |
$208K - $237K
|
91.3K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.9K- 1.1% |
$209K - $239K
|
170K
$22M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.95K- 34.76% |
$215K - $245K
|
3.66K
$474K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.96K- 37.7% |
$216K - $247K
|
3.25K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.99K- 45.53% |
$219K - $249K
|
2.38K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.02K- 18.29% |
$223K - $254K
|
9.03K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.07K- 46.55% |
$228K - $260K
|
2.38K
$308K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 32.96% |
$229K - $261K
|
4.23K
$548K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-2.09K- 3.02% |
$231K - $263K
|
67.2K
$8.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.09K- 2.17% |
$231K - $263K
|
94.3K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.14K- 6.85% |
$235K - $268K
|
29K
$3.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.15K- 1.79% |
$237K - $270K
|
118K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.23K- 1.07% |
$246K - $281K
|
206K
$26.7M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.26K- 5.8% |
$249K - $284K
|
36.7K
$4.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.29K- 8.31% |
$253K - $288K
|
25.3K
$3.27M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.3K- 51.95% |
$254K - $289K
|
2.13K
$276K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.33K- 13.39% |
$257K - $293K
|
15.1K
$1.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.44K- 7.73% |
$269K - $307K
|
29.1K
$3.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.51K- 19.66% |
$276K - $315K
|
10.3K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.53K- 3.8% |
$279K - $317K
|
63.9K
$8.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.55K- 19.68% |
$281K - $320K
|
10.4K
$1.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.58K- 58.19% |
$284K - $324K
|
1.85K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.58K- 2.47% |
$285K - $324K
|
102K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.62K- 12.18% |
$289K - $329K
|
18.9K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.66K- 34.45% |
$294K - $335K
|
5.07K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.75K- 40.89% |
$303K - $345K
|
3.98K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.77K- 4.98% |
$305K - $347K
|
52.8K
$6.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.8K- 5.24% |
$308K - $351K
|
50.5K
$6.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-2.8K- 4.6% |
$308K - $351K
|
58K
$7.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.83K- 2.25% |
$312K - $355K
|
123K
$15.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.94K- 15.16% |
$324K - $370K
|
16.5K
$2.13M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.98K- 4.41% |
$328K - $374K
|
64.5K
$8.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.98K- 4.41% |
$328K - $374K
|
64.5K
$8.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.99K- 51.17% |
$329K - $375K
|
2.85K
$369K
|