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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-179- 17.57% |
$21K - $22.4K
|
840
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-182- 4.12% |
$21.3K - $22.7K
|
4.23K
$607K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-182- 0.61% |
$21.3K - $22.7K
|
29.7K
$4.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-184- 4.99% |
$21.6K - $23K
|
3.5K
$503K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-187- 3.24% |
$21.9K - $23.4K
|
5.59K
$802K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-194- 2.06% |
$22.8K - $24.2K
|
9.22K
$1.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-199- 6.84% |
$23.3K - $24.9K
|
2.71K
$389K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 2.29% |
$23.5K - $25K
|
8.52K
$1.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-201- 3.48% |
$23.6K - $25.1K
|
5.58K
$800K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-201- 1.26% |
$23.6K - $25.1K
|
15.7K
$2.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-202- 0.68% |
$23.7K - $25.2K
|
29.4K
$4.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-204- 1.24% |
$23.9K - $25.5K
|
16.2K
$2.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-205- 0.96% |
$24K - $25.6K
|
21.1K
$3.02M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-212- 2.78% |
$24.9K - $26.5K
|
7.41K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-212- 1.2% |
$24.9K - $26.5K
|
17.4K
$2.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-213- 8.09% |
$25K - $26.6K
|
2.42K
$347K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-213- 1.02% |
$25K - $26.6K
|
20.6K
$2.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-219- 0.58% |
$25.7K - $27.4K
|
37.4K
$5.37M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-219- 2.79% |
$25.7K - $27.4K
|
7.62K
$1.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-219- 0.82% |
$25.7K - $27.4K
|
26.5K
$3.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-225- 10.64% |
$26.4K - $28.1K
|
1.89K
$271K
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-226- 5.3% |
$26.5K - $28.2K
|
4.04K
$580K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-227- 2.14% |
$26.6K - $28.4K
|
10.4K
$1.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-228- 6.66% |
$26.7K - $28.5K
|
3.19K
$458K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-230- 3.67% |
$27K - $28.7K
|
6.04K
$866K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-242- 1.65% |
$28.4K - $30.2K
|
14.4K
$2.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-245- 1.85% |
$28.7K - $30.6K
|
13K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-246- 0.39% |
$28.9K - $30.7K
|
63.6K
$9.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-248- 0.69% |
$29.1K - $31K
|
35.9K
$5.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-250- 5.11% |
$29.3K - $31.2K
|
4.64K
$665K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-250- 65.96% |
$29.3K - $31.2K
|
129
$18.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-256- 1.0% |
$30K - $32K
|
25.4K
$3.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-261- 0.27% |
$30.6K - $32.6K
|
96.9K
$13.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-270- 0.39% |
$31.7K - $33.7K
|
68.3K
$9.79M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-274- 0.67% |
$32.1K - $34.2K
|
40.7K
$5.84M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-276- 7.74% |
$32.4K - $34.5K
|
3.29K
$472K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-278- 7.56% |
$32.6K - $34.7K
|
3.4K
$487K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-283- 8.35% |
$33.2K - $35.4K
|
3.11K
$445K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-283- 80.17% |
$33.2K - $35.4K
|
70
$10K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-290- 1.11% |
$34K - $36.2K
|
25.9K
$3.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-293- 12.09% |
$34.4K - $36.6K
|
2.13K
$306K
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-294- 3.42% |
$34.5K - $36.7K
|
8.3K
$1.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-295- 4.28% |
$34.6K - $36.9K
|
6.6K
$947K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-296- 2.81% |
$34.7K - $37K
|
10.3K
$1.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-298- 5.8% |
$35K - $37.2K
|
4.84K
$695K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-299- 1.96% |
$35.1K - $37.4K
|
15K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-302- 4.78% |
$35.4K - $37.7K
|
6.02K
$863K
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-310- 3.33% |
$36.4K - $38.7K
|
9.01K
$1.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-320- 13.06% |
$37.5K - $40K
|
2.13K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-324- 1.29% |
$38K - $40.5K
|
24.8K
$3.56M
|