Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-74- 3.26% |
$8.68K - $9.25K
|
2.2K
$315K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-75- 3.9% |
$8.8K - $9.37K
|
1.85K
$265K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-75- 1.26% |
$8.8K - $9.37K
|
5.86K
$840K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-76- 1.03% |
$8.91K - $9.5K
|
7.32K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-77- 1.43% |
$9.03K - $9.62K
|
5.29K
$759K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-79- 13.19% |
$9.27K - $9.87K
|
520
$74.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-80- 1.0% |
$9.38K - $10K
|
7.88K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-80- 0.13% |
$9.38K - $10K
|
62.9K
$9.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-83- 2.32% |
$9.74K - $10.4K
|
3.49K
$501K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-89- 1.46% |
$10.4K - $11.1K
|
6.01K
$862K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-90- 3.47% |
$10.6K - $11.2K
|
2.5K
$359K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-91- 4.23% |
$10.7K - $11.4K
|
2.06K
$296K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-91- 2.61% |
$10.7K - $11.4K
|
3.39K
$486K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-93- 4.35% |
$10.9K - $11.6K
|
2.04K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-96- 3.82% |
$11.3K - $12K
|
2.41K
$346K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-98- 5.32% |
$11.5K - $12.2K
|
1.74K
$250K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-98- 0.54% |
$11.5K - $12.2K
|
18K
$2.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-99- 3.96% |
$11.6K - $12.4K
|
2.4K
$345K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 4.11% |
$11.7K - $12.5K
|
2.34K
$335K
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-100- 1.43% |
$11.7K - $12.5K
|
6.9K
$990K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-100- 2.45% |
$11.7K - $12.5K
|
3.98K
$571K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-100- 1.87% |
$11.7K - $12.5K
|
5.26K
$755K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 19.31% |
$11.7K - $12.5K
|
418
$60K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-100- 1.67% |
$11.7K - $12.5K
|
5.88K
$844K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-105- 0.44% |
$12.3K - $13.1K
|
24K
$3.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-115- 1.62% |
$13.5K - $14.4K
|
6.98K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-118- 2.08% |
$13.8K - $14.7K
|
5.56K
$797K
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-121- 3.15% |
$14.2K - $15.1K
|
3.72K
$533K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-123- 3.89% |
$14.4K - $15.4K
|
3.04K
$436K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-129- 3.42% |
$15.1K - $16.1K
|
3.65K
$523K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-130- 0.48% |
$15.2K - $16.2K
|
26.8K
$3.84M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-137- 10.02% |
$16.1K - $17.1K
|
1.23K
$176K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-138- 0.17% |
$16.2K - $17.2K
|
79.7K
$11.4M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-138- 3.58% |
$16.2K - $17.2K
|
3.72K
$533K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-146- 2.87% |
$17.1K - $18.2K
|
4.95K
$710K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-146- 2.89% |
$17.1K - $18.2K
|
4.9K
$703K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-147- 7.52% |
$17.2K - $18.4K
|
1.81K
$259K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-150- 0.28% |
$17.6K - $18.7K
|
53.9K
$7.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-151- 3.57% |
$17.7K - $18.9K
|
4.08K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-152- 15.31% |
$17.8K - $19K
|
841
$121K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-154- 4.14% |
$18.1K - $19.2K
|
3.56K
$511K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-157- 3.1% |
$18.4K - $19.6K
|
4.91K
$704K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-159- 1.54% |
$18.7K - $19.9K
|
10.1K
$1.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-160- 5.35% |
$18.8K - $20K
|
2.83K
$406K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-161- 0.86% |
$18.9K - $20.1K
|
18.6K
$2.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-163- 3.3% |
$19.1K - $20.4K
|
4.77K
$684K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-167- 1.85% |
$19.6K - $20.9K
|
8.85K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-170- 1.45% |
$19.9K - $21.2K
|
11.6K
$1.66M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-175- 18.88% |
$20.5K - $21.9K
|
752
$108K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-179- 17.57% |
$21K - $22.4K
|
840
$121K
|