Purchases and Sales Made in Q4 2023 in Spdr S&P Emerging Dividends Et (EDIV)
This table provides information about the institutional ownership of Spdr S&P Emerging Dividends Et (EDIV) during Q4 2023. The information is specifically focused on institutions that hold shares of SPDR S&P EMERGING DIVIDENDS ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
160New |
$4.6K - $5.2K
|
160
$5.67K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
144New |
$4.14K - $4.68K
|
144
$5.11K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
121+ 116.35% |
$3.48K - $3.93K
|
225
$7.98K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
116New |
$3.34K - $3.77K
|
116
$4.11K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
98+ 100.0% |
$2.82K - $3.19K
|
196
$6.95K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
85+ 0.44% |
$2.44K - $2.76K
|
19.4K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
17+ 0.14% |
$489 - $553
|
12.3K
$435K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.22% |
$28.8 - $32.5
|
452
$16K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.22% |
$28.8 - $32.5
|
452
$16K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$28.8 - $32.5
|
601
$21.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-14- 13.08% |
$403 - $455
|
93
$3.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-106- 17.18% |
$3.05K - $3.45K
|
511
$18.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-117- 8.74% |
$3.36K - $3.8K
|
1.22K
$43.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-122- 1.05% |
$3.51K - $3.97K
|
11.5K
$409K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-155- 60.78% |
$4.46K - $5.04K
|
100
$3.55K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-177- 1.04% |
$5.09K - $5.76K
|
16.8K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-181- 2.42% |
$5.2K - $5.89K
|
7.29K
$259K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-257- 15.01% |
$7.39K - $8.36K
|
1.46K
$51.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-332- 59.07% |
$9.55K - $10.8K
|
230
$8.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-348- 3.62% |
$10K - $11.3K
|
9.27K
$329K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-409- 4.29% |
$11.8K - $13.3K
|
9.13K
$324K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-436- 1.05% |
$12.5K - $14.2K
|
41.2K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-448- 2.66% |
$12.9K - $14.6K
|
16.4K
$581K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-525- 5.93% |
$15.1K - $17.1K
|
8.33K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-794- 11.07% |
$22.8K - $25.8K
|
6.38K
$226K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-860- 2.01% |
$24.7K - $28K
|
42K
$1.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.05K- 1.51% |
$30.2K - $34.1K
|
68.5K
$2.43M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.23K- 0.97% |
$35.4K - $40K
|
126K
$4.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.9K- 8.25% |
$54.7K - $61.9K
|
21.2K
$750K
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.65K- 16.5% |
$76.1K - $86K
|
13.4K
$475K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.35K- 4.43% |
$96.4K - $109K
|
72.4K
$2.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.22K- 32.11% |
$121K - $137K
|
8.92K
$316K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.24K- 12.44% |
$179K - $203K
|
43.9K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-9.76K- 2.85% |
$281K - $317K
|
333K
$11.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.1K- 2.96% |
$433K - $490K
|
495K
$17.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.4K- 31.52% |
$587K - $663K
|
44.3K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-28K- 3.47% |
$806K - $912K
|
780K
$27.7M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-42KClosed |
$1.21M - $1.37M
|
0
$0
|