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 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
441+ 37.22% |
$48.6K - $55.4K
|
1.63K
$218K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
438+ 0.91% |
$48.3K - $55K
|
48.5K
$6.51M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
425New |
$46.8K - $53.4K
|
425
$57.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
414New |
$45.6K - $52K
|
414
$55.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
412+ 20.84% |
$45.4K - $51.7K
|
2.39K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
408+ 0.18% |
$45K - $51.2K
|
231K
$31M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
404+ 13.75% |
$44.5K - $50.7K
|
3.34K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
399+ 19.95% |
$44K - $50.1K
|
2.4K
$322K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
384+ 15.97% |
$42.3K - $48.2K
|
2.79K
$374K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
376New |
$41.4K - $47.2K
|
376
$50.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
373+ 7.2% |
$41.1K - $46.8K
|
5.55K
$745K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
368+ 18.28% |
$40.6K - $46.2K
|
2.38K
$320K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
362+ 19.08% |
$39.9K - $45.5K
|
2.26K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
360+ 0.85% |
$39.7K - $45.2K
|
42.8K
$5.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
357New |
$39.3K - $44.8K
|
357
$47.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
355+ 3.44% |
$39.1K - $44.6K
|
10.7K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
353+ 6.5% |
$38.9K - $44.3K
|
5.78K
$777K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
349+ 6.83% |
$38.5K - $43.8K
|
5.46K
$733K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
342New |
$37.7K - $42.9K
|
342
$45.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
320+ 0.62% |
$35.3K - $40.2K
|
51.5K
$6.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
314+ 188.02% |
$34.6K - $39.4K
|
481
$64.6K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
314New |
$34.6K - $39.4K
|
314
$42.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
308+ 10.01% |
$33.9K - $38.7K
|
3.39K
$454K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
306New |
$33.7K - $38.4K
|
306
$41.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
303+ 5.96% |
$33.4K - $38.1K
|
5.39K
$723K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
298+ 5.6% |
$32.8K - $37.4K
|
5.62K
$755K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
294+ 41.94% |
$32.4K - $36.9K
|
995
$134K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
290New |
$32K - $36.4K
|
290
$38.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
282+ 8.38% |
$31.1K - $35.4K
|
3.65K
$490K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
280+ 5.51% |
$30.9K - $35.2K
|
5.36K
$720K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
275+ 7.27% |
$30.3K - $34.5K
|
4.06K
$545K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
273+ 0.05% |
$30.1K - $34.3K
|
515K
$69.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
270+ 10.33% |
$29.8K - $33.9K
|
2.88K
$387K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
269+ 16.42% |
$29.6K - $33.8K
|
1.91K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
262+ 50.58% |
$28.9K - $32.9K
|
780
$105K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
261+ 1.48% |
$28.8K - $32.8K
|
17.9K
$2.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
258+ 2.48% |
$28.4K - $32.4K
|
10.6K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
253+ 5.87% |
$27.9K - $31.8K
|
4.56K
$612K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
245+ 1.68% |
$27K - $30.8K
|
14.8K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
236New |
$26K - $29.6K
|
236
$31.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
234+ 0.97% |
$25.8K - $29.4K
|
24.3K
$3.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
227+ 7.32% |
$25K - $28.5K
|
3.33K
$447K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
224+ 11.42% |
$24.7K - $28.1K
|
2.19K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
224+ 11.67% |
$24.7K - $28.1K
|
2.14K
$288K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
220+ 1.28% |
$24.2K - $27.6K
|
17.4K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
217New |
$23.9K - $27.3K
|
217
$29.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
215+ 5.04% |
$23.7K - $27K
|
4.49K
$602K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
215+ 0.72% |
$23.7K - $27K
|
30.3K
$4.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
210+ 1.01% |
$23.1K - $26.4K
|
20.9K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
206New |
$22.7K - $25.9K
|
206
$27.7K
|