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 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
66+ 0.18% |
$7.27K - $8.29K
|
35.9K
$4.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
65+ 5.14% |
$7.16K - $8.16K
|
1.33K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
59+ 131.11% |
$6.5K - $7.41K
|
104
$14K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
58+ 0.71% |
$6.39K - $7.28K
|
8.18K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
53+ 7.66% |
$5.84K - $6.66K
|
745
$100K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
51+ 0.31% |
$5.62K - $6.4K
|
16.3K
$2.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
51+ 0.57% |
$5.62K - $6.4K
|
8.98K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
49+ 0.4% |
$5.4K - $6.15K
|
12.4K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
46+ 1.81% |
$5.07K - $5.78K
|
2.58K
$347K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
41+ 0.46% |
$4.52K - $5.15K
|
8.96K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
41+ 1.17% |
$4.52K - $5.15K
|
3.55K
$477K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
40+ 0.18% |
$4.41K - $5.02K
|
22K
$2.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
39+ 0.94% |
$4.3K - $4.9K
|
4.19K
$563K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38+ 1.17% |
$4.19K - $4.77K
|
3.28K
$440K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
36+ 0.27% |
$3.97K - $4.52K
|
13.5K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 0.29% |
$3.53K - $4.02K
|
11.2K
$1.51M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30+ 1.62% |
$3.31K - $3.77K
|
1.88K
$252K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
29+ 0.79% |
$3.2K - $3.64K
|
3.69K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
29New |
$3.2K - $3.64K
|
29
$3.89K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
25+ 0.78% |
$2.76K - $3.14K
|
3.21K
$431K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
25+ 0.51% |
$2.76K - $3.14K
|
4.89K
$656K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
25+ 0.2% |
$2.76K - $3.14K
|
12.7K
$1.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
25+ 0.78% |
$2.76K - $3.14K
|
3.24K
$435K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
22+ 0.42% |
$2.42K - $2.76K
|
5.22K
$701K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.33% |
$2.31K - $2.64K
|
6.35K
$852K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
21+ 0.76% |
$2.31K - $2.64K
|
2.79K
$374K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
21+ 0.18% |
$2.31K - $2.64K
|
11.4K
$1.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 0.74% |
$2.2K - $2.51K
|
2.72K
$366K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
20+ 0.76% |
$2.2K - $2.51K
|
2.64K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.21% |
$2.2K - $2.51K
|
9.42K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
18+ 0.75% |
$1.98K - $2.26K
|
2.42K
$325K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
18+ 0.71% |
$1.98K - $2.26K
|
2.56K
$344K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
16+ 0.38% |
$1.76K - $2.01K
|
4.27K
$574K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
15+ 0.43% |
$1.65K - $1.88K
|
3.49K
$469K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
15+ 0.48% |
$1.65K - $1.88K
|
3.12K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
15+ 0.77% |
$1.65K - $1.88K
|
1.97K
$265K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 0.38% |
$1.65K - $1.88K
|
4.01K
$539K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
15+ 0.26% |
$1.65K - $1.88K
|
5.84K
$785K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
15+ 0.29% |
$1.65K - $1.88K
|
5.22K
$701K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
13+ 0.43% |
$1.43K - $1.63K
|
3.06K
$411K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
13+ 0.3% |
$1.43K - $1.63K
|
4.39K
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
12+ 0.48% |
$1.32K - $1.51K
|
2.49K
$334K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
12+ 0.46% |
$1.32K - $1.51K
|
2.59K
$348K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
11+ 0.05% |
$1.21K - $1.38K
|
22.7K
$3.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10+ 0.09% |
$1.1K - $1.26K
|
11.1K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.2% |
$1.1K - $1.26K
|
4.91K
$659K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9+ 0.71% |
$992 - $1.13K
|
1.27K
$171K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.2% |
$992 - $1.13K
|
4.4K
$591K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
9+ 0.5% |
$992 - $1.13K
|
1.83K
$245K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 2.58% |
$882 - $1K
|
318
$42.7K
|