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 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.22K+ 2.83% |
$260K - $277K
|
80.6K
$11.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.18K+ 3.06% |
$255K - $272K
|
73.4K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.15K+ 9.82% |
$252K - $268K
|
24K
$3.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.11K+ 0.55% |
$247K - $263K
|
383K
$54.4M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.11K+ 35.8% |
$247K - $263K
|
7.99K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.03K+ 5.2% |
$238K - $253K
|
41K
$5.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.01K+ 1.91% |
$236K - $251K
|
107K
$15.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.99KNew |
$233K - $248K
|
1.99K
$283K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.98KNew |
$232K - $247K
|
1.98K
$281K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.96K+ 35.49% |
$230K - $245K
|
7.5K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.95K+ 8.0% |
$229K - $244K
|
26.3K
$3.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.94K+ 9.3% |
$228K - $243K
|
22.8K
$3.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.89K+ 2.31% |
$222K - $236K
|
83.9K
$11.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.89KNew |
$222K - $236K
|
1.89K
$269K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.8K+ 64.29% |
$211K - $225K
|
4.6K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.78KNew |
$209K - $222K
|
1.78K
$253K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.77KNew |
$207K - $221K
|
1.77K
$251K
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.74KNew |
$204K - $218K
|
1.74K
$248K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
1.73KNew |
$202K - $216K
|
1.73K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.7KNew |
$199K - $212K
|
1.7K
$242K
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.68KNew |
$197K - $210K
|
1.68K
$240K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.67KNew |
$195K - $208K
|
1.67K
$237K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.64K+ 55.33% |
$192K - $205K
|
4.6K
$655K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.63K+ 20.1% |
$191K - $204K
|
9.74K
$1.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.55K+ 775.0% |
$182K - $194K
|
1.75K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.54K+ 33.75% |
$180K - $192K
|
6.1K
$867K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.54K+ 5.08% |
$180K - $192K
|
31.7K
$4.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.49K+ 0.7% |
$175K - $186K
|
216K
$30.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.48K+ 7.05% |
$174K - $185K
|
22.5K
$3.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.48K+ 5.85% |
$173K - $185K
|
26.7K
$3.81M
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.48K+ 5.85% |
$173K - $185K
|
26.7K
$3.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.47K+ 3.71% |
$172K - $183K
|
41K
$5.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.3K+ 9.96% |
$153K - $163K
|
14.4K
$2.05M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.3K+ 17.88% |
$152K - $162K
|
8.55K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.28K+ 56.68% |
$150K - $160K
|
3.53K
$502K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.25K+ 2.38% |
$146K - $156K
|
53.6K
$7.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.22K+ 2.78% |
$143K - $153K
|
45.2K
$6.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.19K+ 1.58% |
$140K - $149K
|
76.6K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.17K+ 1.83% |
$137K - $146K
|
65.1K
$9.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
1.14K+ 1.71% |
$134K - $142K
|
67.7K
$9.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
1.12K+ 0.18% |
$131K - $140K
|
636K
$90.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.1K+ 29.18% |
$129K - $138K
|
4.88K
$695K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.09K+ 2.17% |
$128K - $136K
|
51.2K
$7.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.09K+ 0.24% |
$127K - $136K
|
459K
$65.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.08K+ 237.8% |
$127K - $135K
|
1.54K
$219K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.04K+ 10.64% |
$122K - $130K
|
10.8K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
1.02K+ 8.32% |
$119K - $127K
|
13.3K
$1.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1K+ 16.37% |
$117K - $125K
|
7.11K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
991+ 6.52% |
$116K - $124K
|
16.2K
$2.3M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
967+ 1.73% |
$113K - $121K
|
56.8K
$8.08M
|