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
|
Mayport, LLC
|
BUY
|
- |
200+ 10.0% |
$22K - $25.1K
|
2.2K
$295K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
181+ 2.38% |
$19.9K - $22.7K
|
7.79K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
180New |
$19.8K - $22.6K
|
180
$24.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
180+ 4.47% |
$19.8K - $22.6K
|
4.21K
$565K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
178+ 2.49% |
$19.6K - $22.4K
|
7.32K
$983K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
177+ 5.81% |
$19.5K - $22.2K
|
3.22K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
176+ 1.48% |
$19.4K - $22.1K
|
12.1K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
174New |
$19.2K - $21.9K
|
174
$23.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
170New |
$18.7K - $21.3K
|
170
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
167+ 1.77% |
$18.4K - $21K
|
9.6K
$1.29M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
167+ 1.13% |
$18.4K - $21K
|
14.9K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
165+ 7.17% |
$18.2K - $20.7K
|
2.47K
$331K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
153+ 1.73% |
$16.9K - $19.2K
|
9.01K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
153+ 0.68% |
$16.9K - $19.2K
|
22.5K
$3.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
149+ 0.51% |
$16.4K - $18.7K
|
29.3K
$3.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
146+ 0.74% |
$16.1K - $18.3K
|
19.9K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
145New |
$16K - $18.2K
|
145
$19.5K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
144+ 0.31% |
$15.9K - $18.1K
|
46.9K
$6.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
143+ 7.73% |
$15.8K - $18K
|
1.99K
$267K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
136+ 134.65% |
$15K - $17.1K
|
237
$31.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
134+ 2.67% |
$14.8K - $16.8K
|
5.15K
$691K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
134+ 5.96% |
$14.8K - $16.8K
|
2.38K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
126+ 14.95% |
$13.9K - $15.8K
|
969
$130K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
125New |
$13.8K - $15.7K
|
125
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
122New |
$13.4K - $15.3K
|
122
$16.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
120New |
$13.2K - $15.1K
|
120
$16.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
118+ 3.23% |
$13K - $14.8K
|
3.78K
$507K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
116+ 4.23% |
$12.8K - $14.6K
|
2.86K
$383K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
115+ 3.34% |
$12.7K - $14.4K
|
3.56K
$478K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
112+ 1.8% |
$12.3K - $14.1K
|
6.33K
$849K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
112+ 0.17% |
$12.3K - $14.1K
|
64.6K
$8.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
110+ 0.75% |
$12.1K - $13.8K
|
14.9K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
109+ 1.44% |
$12K - $13.7K
|
7.66K
$1.03M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
101New |
$11.1K - $12.7K
|
101
$13.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
100New |
$11K - $12.6K
|
100
$13.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
100New |
$11K - $12.6K
|
100
$13.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
97+ 0.58% |
$10.7K - $12.2K
|
16.9K
$2.27M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
97New |
$10.7K - $12.2K
|
97
$13K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
86+ 1.03% |
$9.48K - $10.8K
|
8.45K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
84+ 1.58% |
$9.26K - $10.5K
|
5.4K
$725K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
82New |
$9.04K - $10.3K
|
82
$11K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
80+ 2.01% |
$8.82K - $10K
|
4.06K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
78+ 0.29% |
$8.6K - $9.8K
|
27K
$3.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
76+ 14.73% |
$8.38K - $9.54K
|
592
$79.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
75+ 3.25% |
$8.27K - $9.42K
|
2.38K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
74+ 0.78% |
$8.15K - $9.29K
|
9.62K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
73+ 0.54% |
$8.04K - $9.17K
|
13.7K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
70+ 0.53% |
$7.71K - $8.79K
|
13.2K
$1.78M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
66+ 3.97% |
$7.27K - $8.29K
|
1.73K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
66+ 0.32% |
$7.27K - $8.29K
|
20.7K
$2.78M
|