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 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-905- 7.11% |
$106K - $113K
|
11.8K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-917- 10.61% |
$108K - $115K
|
7.73K
$1.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-929- 7.71% |
$109K - $116K
|
11.1K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-943- 6.43% |
$111K - $118K
|
13.7K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.01K- 1.08% |
$119K - $127K
|
93.1K
$12.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.03K- 24.55% |
$120K - $128K
|
3.15K
$437K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.03K- 1.04% |
$120K - $128K
|
97.1K
$13.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.04K- 7.58% |
$122K - $130K
|
12.7K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 6.76% |
$123K - $131K
|
14.5K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.07K- 6.91% |
$125K - $133K
|
14.4K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.08K- 15.45% |
$126K - $134K
|
5.88K
$816K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.09K- 4.91% |
$128K - $136K
|
21.2K
$2.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.11K- 6.29% |
$130K - $139K
|
16.5K
$2.29M
|
|
|
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
$263K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.12K- 28.52% |
$131K - $140K
|
2.81K
$389K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.12K- 8.52% |
$132K - $140K
|
12.1K
$1.67M
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.13K- 3.18% |
$133K - $141K
|
34.4K
$4.77M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.14K- 2.89% |
$134K - $143K
|
38.4K
$5.32M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.15K- 4.7% |
$135K - $144K
|
23.3K
$3.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.2K- 7.35% |
$141K - $150K
|
15.2K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.22K- 3.99% |
$143K - $152K
|
29.3K
$4.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.25K- 2.52% |
$146K - $156K
|
48.3K
$6.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.31K- 6.27% |
$153K - $163K
|
19.6K
$2.71M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 12.07% |
$154K - $164K
|
9.54K
$1.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.39K- 3.44% |
$164K - $174K
|
39.2K
$5.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.4K- 6.65% |
$164K - $175K
|
19.6K
$2.72M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.41K- 4.78% |
$166K - $176K
|
28.1K
$3.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.41K- 4.78% |
$166K - $176K
|
28.1K
$3.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.42K- 0.41% |
$167K - $178K
|
347K
$48M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.44K- 5.07% |
$169K - $180K
|
26.9K
$3.73M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.45K- 6.5% |
$169K - $181K
|
20.8K
$2.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.46K- 7.45% |
$171K - $182K
|
18.1K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.48K- 7.15% |
$173K - $185K
|
19.2K
$2.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.52K- 10.76% |
$178K - $190K
|
12.6K
$1.75M
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.55K- 42.54% |
$182K - $194K
|
2.09K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.58K- 1.06% |
$185K - $198K
|
147K
$20.4M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.58K- 5.02% |
$186K - $198K
|
30K
$4.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.59K- 14.71% |
$186K - $198K
|
9.21K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.6K- 14.56% |
$188K - $200K
|
9.39K
$1.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.64K- 1.33% |
$192K - $204K
|
121K
$16.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.67K- 22.59% |
$196K - $209K
|
5.72K
$793K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.74K- 4.46% |
$204K - $218K
|
37.3K
$5.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.75K- 1.96% |
$205K - $218K
|
87.2K
$12.1M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.79K- 30.59% |
$209K - $223K
|
4.05K
$562K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.79K- 13.69% |
$210K - $224K
|
11.3K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.83K- 1.88% |
$215K - $229K
|
95.2K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 14.18% |
$216K - $230K
|
11.1K
$1.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.88K- 19.65% |
$220K - $235K
|
7.68K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.9K- 33.52% |
$223K - $237K
|
3.77K
$522K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.05K- 18.61% |
$241K - $256K
|
8.97K
$1.24M
|