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 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.08K- 11.73% |
$244K - $260K
|
15.6K
$2.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.08K- 9.99% |
$244K - $260K
|
18.7K
$2.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.18K- 49.82% |
$255K - $272K
|
2.19K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.19K- 5.25% |
$256K - $273K
|
39.5K
$5.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.22K- 0.77% |
$260K - $277K
|
285K
$38.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-2.26K- 6.23% |
$265K - $282K
|
34K
$4.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.46K- 2.58% |
$289K - $308K
|
92.8K
$12.7M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.48K- 3.65% |
$291K - $310K
|
65.5K
$8.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.48K- 14.85% |
$291K - $310K
|
14.2K
$1.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-2.57K- 6.66% |
$302K - $322K
|
36.1K
$4.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.58K- 15.26% |
$303K - $322K
|
14.3K
$1.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.75K- 1.29% |
$322K - $344K
|
211K
$28.8M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.8K- 18.42% |
$328K - $350K
|
12.4K
$1.69M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.82K- 2.2% |
$331K - $353K
|
125K
$17.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.84K- 10.09% |
$333K - $355K
|
25.3K
$3.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.85K- 19.49% |
$334K - $356K
|
11.8K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.88K- 3.73% |
$338K - $360K
|
74.4K
$10.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2.93K- 24.19% |
$344K - $366K
|
9.19K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.99K- 7.88% |
$350K - $373K
|
34.9K
$4.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.07K- 18.63% |
$360K - $383K
|
13.4K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.12K- 10.18% |
$366K - $389K
|
27.5K
$3.75M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-3.17K- 92.24% |
$372K - $396K
|
267
$36.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.18K- 31.81% |
$373K - $398K
|
6.82K
$931K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.19K- 3.15% |
$374K - $398K
|
98K
$13.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.19K- 59.56% |
$374K - $399K
|
2.17K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.29K- 59.87% |
$385K - $411K
|
2.2K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.4K- 86.21% |
$398K - $424K
|
543
$74.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.44K- 70.04% |
$403K - $429K
|
1.47K
$201K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.81K- 5.26% |
$447K - $477K
|
68.7K
$9.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.86K- 1.78% |
$453K - $483K
|
213K
$29M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-3.87K- 6.66% |
$454K - $484K
|
54.3K
$7.41M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.88K- 2.08% |
$455K - $485K
|
183K
$25M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-4.05K- 5.25% |
$475K - $506K
|
73K
$9.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.13K- 6.84% |
$484K - $516K
|
56.2K
$7.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.21K- 9.56% |
$494K - $526K
|
39.9K
$5.44M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.22K- 12.68% |
$494K - $527K
|
29K
$3.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.29K- 2.24% |
$503K - $536K
|
188K
$25.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.42K- 10.74% |
$518K - $552K
|
36.7K
$5.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.53K- 60.51% |
$531K - $565K
|
2.95K
$403K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.6K- 2.74% |
$540K - $575K
|
163K
$22.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.65K- 17.38% |
$545K - $581K
|
22.1K
$3.02M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.66K- 3.28% |
$546K - $582K
|
137K
$18.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.7K- 52.63% |
$552K - $588K
|
4.23K
$578K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.84K- 49.22% |
$568K - $605K
|
4.99K
$682K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4.88K- 93.94% |
$573K - $610K
|
315
$43K
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-4.89K- 27.96% |
$574K - $611K
|
12.6K
$1.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.92K- 3.64% |
$577K - $615K
|
130K
$17.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.05K- 31.1% |
$593K - $631K
|
11.2K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-5.17K- 8.06% |
$606K - $646K
|
59K
$8.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-5.22K- 6.32% |
$612K - $652K
|
77.3K
$10.6M
|