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
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-65.9K- 52.55% |
$7.26M - $8.27M
|
59.5K
$7.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-69.7K- 42.23% |
$7.68M - $8.75M
|
95.4K
$12.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-72.9K- 47.51% |
$8.03M - $9.15M
|
80.5K
$10.8M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-76.2KClosed |
$8.4M - $9.57M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-78.5K- 78.9% |
$8.65M - $9.86M
|
21K
$2.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-97.4K- 8.72% |
$10.7M - $12.2M
|
1.02M
$137M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-139K- 4.34% |
$15.3M - $17.5M
|
3.07M
$412M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-174K- 8.37% |
$19.1M - $21.8M
|
1.9M
$256M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-275K- 5.23% |
$30.3M - $34.5M
|
4.98M
$669M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-373K- 40.23% |
$41.1M - $46.9M
|
555K
$74.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-377K- 94.14% |
$41.6M - $47.4M
|
23.5K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-432K- 24.12% |
$47.6M - $54.2M
|
1.36M
$182M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-747K- 24.54% |
$82.4M - $93.9M
|
2.3M
$309M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-914K- 9.58% |
$101M - $115M
|
8.63M
$1.16B
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.13M- 99.2% |
$124M - $141M
|
9.08K
$1.22M
|