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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.9KNew |
$209K - $239K
|
1.9K
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.9K+ 7.04% |
$209K - $238K
|
28.8K
$4.14M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.9K+ 7.04% |
$209K - $238K
|
28.8K
$4.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.87KNew |
$206K - $235K
|
1.87K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.87KNew |
$206K - $235K
|
1.87K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.83K+ 11.95% |
$201K - $229K
|
17.1K
$2.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.81K+ 11.1% |
$199K - $227K
|
18.1K
$2.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.8KNew |
$198K - $225K
|
1.8K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.78K+ 5.21% |
$196K - $223K
|
35.8K
$5.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 25.21% |
$192K - $219K
|
8.66K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.74KNew |
$192K - $219K
|
1.74K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.73K+ 16.7% |
$190K - $217K
|
12.1K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.72KNew |
$190K - $216K
|
1.72K
$247K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
BUY
|
- |
1.71KNew |
$188K - $215K
|
1.71K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.71KNew |
$188K - $215K
|
1.71K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.7KNew |
$188K - $214K
|
1.7K
$244K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.69KNew |
$187K - $213K
|
1.69K
$243K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.69KNew |
$186K - $212K
|
1.69K
$242K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.68KNew |
$185K - $210K
|
1.68K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.67K+ 9.91% |
$184K - $210K
|
18.5K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.64KNew |
$181K - $206K
|
1.64K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.63KNew |
$180K - $205K
|
1.63K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.63K+ 4.7% |
$180K - $205K
|
36.3K
$5.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
1.63KNew |
$179K - $204K
|
1.63K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.63KNew |
$179K - $204K
|
1.63K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.62KNew |
$179K - $204K
|
1.62K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
1.62KNew |
$178K - $203K
|
1.62K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.61KNew |
$177K - $202K
|
1.61K
$231K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.6KNew |
$177K - $201K
|
1.6K
$230K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.6K+ 7.37% |
$176K - $201K
|
23.3K
$3.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.59K+ 6.4% |
$175K - $200K
|
26.4K
$3.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.58K+ 50.61% |
$174K - $198K
|
4.69K
$673K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.56K+ 2.74% |
$171K - $195K
|
58.4K
$8.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.47KNew |
$162K - $184K
|
1.47K
$211K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.46K+ 0.91% |
$161K - $184K
|
163K
$23.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.46K+ 9.95% |
$160K - $183K
|
16.1K
$2.31M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.45KNew |
$160K - $182K
|
1.45K
$208K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.44K+ 4.83% |
$159K - $181K
|
31.3K
$4.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.41K+ 0.59% |
$155K - $177K
|
239K
$34.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.37KNew |
$151K - $173K
|
1.37K
$197K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.28K+ 7.29% |
$141K - $160K
|
18.8K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.27K+ 50.1% |
$140K - $160K
|
3.82K
$548K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.22K+ 3.25% |
$135K - $154K
|
38.9K
$5.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
1.21K+ 16.27% |
$133K - $152K
|
8.65K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.19K+ 6.74% |
$131K - $150K
|
18.9K
$2.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.14K+ 0.42% |
$125K - $143K
|
272K
$39.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.12KNew |
$123K - $140K
|
1.12K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.1K+ 69.4% |
$121K - $138K
|
2.69K
$385K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.07K+ 11.37% |
$117K - $134K
|
10.4K
$1.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 1.0% |
$117K - $133K
|
107K
$15.3M
|