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 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-325- 4.65% |
$38.1K - $40.6K
|
6.66K
$956K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-328- 1.36% |
$38.5K - $41K
|
23.9K
$3.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-329- 8.25% |
$38.6K - $41.1K
|
3.66K
$525K
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-338- 3.43% |
$39.6K - $42.2K
|
9.51K
$1.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-340- 7.16% |
$39.9K - $42.5K
|
4.41K
$632K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-340- 2.28% |
$39.9K - $42.5K
|
14.6K
$2.09M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-342- 5.01% |
$40.1K - $42.7K
|
6.48K
$930K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-348- 0.64% |
$40.8K - $43.5K
|
53.7K
$7.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-350- 4.88% |
$41.1K - $43.7K
|
6.82K
$978K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-363- 10.89% |
$42.6K - $45.4K
|
2.97K
$426K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-364- 4.07% |
$42.7K - $45.5K
|
8.59K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-369- 3.44% |
$43.3K - $46.1K
|
10.4K
$1.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-376- 7.26% |
$44.1K - $47K
|
4.8K
$689K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-380- 8.9% |
$44.6K - $47.5K
|
3.89K
$558K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-393- 0.67% |
$46.1K - $49.1K
|
58.4K
$8.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-395- 3.01% |
$46.3K - $49.4K
|
12.7K
$1.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-395- 0.81% |
$46.3K - $49.4K
|
48.3K
$6.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-399- 4.27% |
$46.8K - $49.9K
|
8.96K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-400- 8.9% |
$46.9K - $50K
|
4.09K
$587K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-400- 10.2% |
$46.9K - $50K
|
3.52K
$505K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-401- 5.08% |
$47K - $50.1K
|
7.5K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-405- 0.46% |
$47.5K - $50.6K
|
88K
$12.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-407- 16.41% |
$47.7K - $50.9K
|
2.07K
$297K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-411- 14.57% |
$48.2K - $51.4K
|
2.41K
$346K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-412- 13.49% |
$48.3K - $51.5K
|
2.64K
$379K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-413- 57.12% |
$48.4K - $51.6K
|
310
$44.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-415- 8.32% |
$48.7K - $51.9K
|
4.57K
$656K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-420- 2.94% |
$49.3K - $52.5K
|
13.9K
$1.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-425- 1.72% |
$49.9K - $53.1K
|
24.4K
$3.49M
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
SELL
|
- |
-429- 9.95% |
$50.3K - $53.6K
|
3.88K
$557K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-435- 3.62% |
$51K - $54.4K
|
11.6K
$1.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-440- 3.01% |
$51.6K - $55K
|
14.2K
$2.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-443- 10.97% |
$52K - $55.4K
|
3.59K
$516K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-445- 0.91% |
$52.2K - $55.6K
|
48.6K
$6.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-451- 0.48% |
$52.9K - $56.4K
|
93.5K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-456- 4.41% |
$53.5K - $57K
|
9.88K
$1.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-457- 3.82% |
$53.6K - $57.1K
|
11.5K
$1.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-460- 5.61% |
$54K - $57.5K
|
7.74K
$1.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-460- 1.2% |
$54K - $57.5K
|
37.8K
$5.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-468- 28.02% |
$54.9K - $58.5K
|
1.2K
$172K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-469- 2.3% |
$55K - $58.6K
|
19.9K
$2.86M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-475- 8.99% |
$55.7K - $59.4K
|
4.81K
$690K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-481- 2.3% |
$56.4K - $60.1K
|
20.5K
$2.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-485- 1.78% |
$56.9K - $60.6K
|
26.8K
$3.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-486- 2.52% |
$57K - $60.7K
|
18.8K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-492- 1.91% |
$57.7K - $61.5K
|
25.2K
$3.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-500- 20.0% |
$58.7K - $62.5K
|
2K
$287K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-503- 5.36% |
$59K - $62.9K
|
8.89K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-504- 4.84% |
$59.1K - $63K
|
9.9K
$1.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-506- 12.84% |
$59.4K - $63.2K
|
3.44K
$493K
|