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 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.16K- 11.62% |
$349K - $397K
|
24.1K
$3.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.22K- 6.24% |
$355K - $405K
|
48.4K
$6.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.29K- 32.82% |
$362K - $413K
|
6.72K
$903K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.33K- 5.39% |
$367K - $418K
|
58.4K
$7.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.35K- 7.02% |
$369K - $421K
|
44.4K
$5.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-3.36K- 65.42% |
$370K - $422K
|
1.78K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.38K- 0.65% |
$372K - $424K
|
518K
$69.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.4K- 54.79% |
$375K - $427K
|
2.81K
$377K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-3.65K- 30.82% |
$402K - $458K
|
8.19K
$1.1M
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-3.68K- 28.04% |
$405K - $462K
|
9.44K
$1.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.79K- 32.81% |
$418K - $476K
|
7.77K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.85K- 18.16% |
$425K - $484K
|
17.4K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.08K- 15.14% |
$450K - $513K
|
22.9K
$3.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.29K- 32.46% |
$472K - $538K
|
8.92K
$1.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.39K- 33.25% |
$483K - $551K
|
8.8K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.44K- 4.57% |
$490K - $558K
|
92.7K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-4.53K- 5.91% |
$500K - $569K
|
72.2K
$9.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.54K- 1.14% |
$500K - $570K
|
393K
$52.8M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.55K- 11.66% |
$502K - $572K
|
34.5K
$4.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.58K- 9.3% |
$505K - $575K
|
44.6K
$5.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.86K- 32.71% |
$536K - $611K
|
10K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.89K- 14.13% |
$539K - $614K
|
29.7K
$3.99M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-5.15K- 9.59% |
$567K - $647K
|
48.5K
$6.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-5.27K- 14.26% |
$581K - $662K
|
31.7K
$4.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.89K- 3.01% |
$649K - $739K
|
190K
$25.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.9K- 5.58% |
$651K - $741K
|
99.8K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.11K- 20.72% |
$674K - $768K
|
23.4K
$3.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.61K- 3.83% |
$728K - $829K
|
166K
$22.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.65K- 17.37% |
$733K - $836K
|
31.6K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.71K- 76.69% |
$739K - $843K
|
2.04K
$274K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-7.46K- 35.56% |
$822K - $937K
|
13.5K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-7.81K- 5.14% |
$860K - $980K
|
144K
$19.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.86K- 65.46% |
$866K - $987K
|
4.15K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.94K- 98.39% |
$875K - $997K
|
130
$17.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.96K- 12.61% |
$878K - $1M
|
55.2K
$7.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-8.08K- 29.12% |
$890K - $1.01M
|
19.7K
$2.64M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.23K- 1.39% |
$907K - $1.03M
|
583K
$78.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.32K- 2.55% |
$916K - $1.04M
|
317K
$42.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.35K- 23.16% |
$920K - $1.05M
|
27.7K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.88K- 9.72% |
$979K - $1.12M
|
82.5K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.05K- 12.12% |
$997K - $1.14M
|
65.6K
$8.81M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-9.14K- 1.04% |
$1.01M - $1.15M
|
867K
$116M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.21K- 5.26% |
$1.01M - $1.16M
|
166K
$22.3M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-9.42K- 3.25% |
$1.04M - $1.18M
|
281K
$37.7M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-9.49K- 11.77% |
$1.05M - $1.19M
|
71.1K
$9.55M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.58K- 10.11% |
$1.06M - $1.2M
|
85.2K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 3.24% |
$1.11M - $1.27M
|
302K
$40.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.1K- 32.48% |
$1.12M - $1.27M
|
21K
$2.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-10.2K- 21.26% |
$1.13M - $1.28M
|
37.9K
$5.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10.3K- 13.87% |
$1.13M - $1.29M
|
63.8K
$8.57M
|