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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.04K- 7.58% |
$122K - $130K
|
12.7K
$1.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 6.76% |
$123K - $131K
|
14.5K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.07K- 6.91% |
$125K - $133K
|
14.4K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.08K- 15.45% |
$126K - $134K
|
5.88K
$847K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.09K- 4.91% |
$128K - $136K
|
21.2K
$3.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.11K- 6.29% |
$130K - $139K
|
16.5K
$2.38M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.12K- 37.13% |
$131K - $140K
|
1.9K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.12K- 28.52% |
$131K - $140K
|
2.81K
$404K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.12K- 8.52% |
$132K - $140K
|
12.1K
$1.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.13K- 3.18% |
$133K - $141K
|
34.4K
$4.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.14K- 2.89% |
$134K - $143K
|
38.4K
$5.52M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.15K- 4.7% |
$135K - $144K
|
23.3K
$3.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.2K- 7.35% |
$141K - $150K
|
15.2K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.22K- 3.99% |
$143K - $152K
|
29.3K
$4.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.25K- 2.52% |
$146K - $156K
|
48.3K
$6.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.31K- 6.27% |
$153K - $163K
|
19.6K
$2.82M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 12.07% |
$154K - $164K
|
9.54K
$1.37M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.39K- 3.44% |
$164K - $174K
|
39.2K
$5.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.4K- 6.65% |
$164K - $175K
|
19.6K
$2.83M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.41K- 4.78% |
$166K - $176K
|
28.1K
$4.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.41K- 4.78% |
$166K - $176K
|
28.1K
$4.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.42K- 0.41% |
$167K - $178K
|
347K
$49.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.44K- 5.07% |
$169K - $180K
|
26.9K
$3.88M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.45K- 6.5% |
$169K - $181K
|
20.8K
$2.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.46K- 7.45% |
$171K - $182K
|
18.1K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.48K- 7.15% |
$173K - $185K
|
19.2K
$2.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.52K- 10.76% |
$178K - $190K
|
12.6K
$1.81M
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.55K- 42.54% |
$182K - $194K
|
2.09K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.58K- 1.06% |
$185K - $198K
|
147K
$21.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.59K- 14.71% |
$186K - $198K
|
9.21K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.6K- 14.56% |
$188K - $200K
|
9.39K
$1.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.64K- 1.33% |
$192K - $204K
|
121K
$17.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.67K- 22.59% |
$196K - $209K
|
5.72K
$824K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.74K- 4.46% |
$204K - $218K
|
37.3K
$5.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.75K- 1.96% |
$205K - $218K
|
87.2K
$12.6M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.79K- 30.59% |
$209K - $223K
|
4.05K
$583K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.79K- 13.69% |
$210K - $224K
|
11.3K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.83K- 1.88% |
$215K - $229K
|
95.2K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 14.18% |
$216K - $230K
|
11.1K
$1.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.88K- 19.65% |
$220K - $235K
|
7.68K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.9K- 33.52% |
$223K - $237K
|
3.77K
$543K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.05K- 18.61% |
$241K - $256K
|
8.97K
$1.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.06K- 54.67% |
$241K - $257K
|
1.7K
$245K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.07K- 3.66% |
$243K - $258K
|
54.5K
$7.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.07K- 4.33% |
$243K - $259K
|
45.7K
$6.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.08K- 11.73% |
$244K - $260K
|
15.6K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.08K- 9.99% |
$244K - $260K
|
18.7K
$2.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.18K- 49.82% |
$255K - $272K
|
2.19K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.19K- 5.25% |
$256K - $273K
|
39.5K
$5.68M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.22K- 0.77% |
$260K - $277K
|
285K
$41M
|