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 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
36+ 1.24% |
$4.22K - $4.5K
|
2.94K
$421K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
36+ 0.21% |
$4.22K - $4.5K
|
16.8K
$2.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
35+ 0.09% |
$4.11K - $4.37K
|
38K
$5.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
35+ 0.37% |
$4.11K - $4.37K
|
9.39K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
35+ 0.76% |
$4.11K - $4.37K
|
4.61K
$662K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.24% |
$4.11K - $4.37K
|
14.9K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
27+ 0.53% |
$3.17K - $3.37K
|
5.13K
$736K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.24% |
$3.17K - $3.37K
|
11.2K
$1.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
27+ 0.22% |
$3.17K - $3.37K
|
12.3K
$1.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
27+ 0.31% |
$3.17K - $3.37K
|
8.83K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
26+ 0.35% |
$3.05K - $3.25K
|
7.42K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
25+ 100.0% |
$2.93K - $3.12K
|
50
$7.17K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
24+ 0.66% |
$2.82K - $3K
|
3.63K
$521K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
23+ 0.26% |
$2.7K - $2.87K
|
8.98K
$1.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.46% |
$2.7K - $2.87K
|
4.99K
$716K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22+ 0.2% |
$2.58K - $2.75K
|
11.2K
$1.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
22+ 0.43% |
$2.58K - $2.75K
|
5.13K
$736K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
21+ 0.67% |
$2.46K - $2.62K
|
3.16K
$454K
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
18+ 0.7% |
$2.11K - $2.25K
|
2.57K
$369K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 1.69% |
$2.11K - $2.25K
|
1.09K
$156K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
18+ 0.7% |
$2.11K - $2.25K
|
2.6K
$373K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
18+ 0.29% |
$2.11K - $2.25K
|
6.31K
$905K
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
16+ 0.68% |
$1.88K - $2K
|
2.36K
$338K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
15+ 0.64% |
$1.76K - $1.87K
|
2.37K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15+ 0.08% |
$1.76K - $1.87K
|
18.9K
$2.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
14+ 0.65% |
$1.64K - $1.75K
|
2.15K
$309K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
14+ 0.22% |
$1.64K - $1.75K
|
6.43K
$922K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
13+ 0.15% |
$1.52K - $1.62K
|
8.78K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
13+ 0.64% |
$1.52K - $1.62K
|
2.03K
$292K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
12+ 0.69% |
$1.41K - $1.5K
|
1.75K
$250K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
12+ 0.66% |
$1.41K - $1.5K
|
1.84K
$264K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.25% |
$1.29K - $1.37K
|
4.37K
$627K
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
11+ 0.57% |
$1.29K - $1.37K
|
1.95K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 0.25% |
$1.29K - $1.37K
|
4.4K
$631K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
11+ 0.54% |
$1.29K - $1.37K
|
2.06K
$296K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 1.16% |
$1.17K - $1.25K
|
875
$126K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10New |
$1.17K - $1.25K
|
10
$1.43K
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
10+ 0.35% |
$1.17K - $1.25K
|
2.91K
$417K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
10+ 0.39% |
$1.17K - $1.25K
|
2.57K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.16% |
$938 - $1K
|
4.89K
$701K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.18% |
$938 - $1K
|
4.39K
$629K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8+ 0.64% |
$938 - $1K
|
1.25K
$180K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 0.26% |
$821 - $875
|
2.66K
$381K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7+ 0.11% |
$821 - $875
|
6.2K
$889K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 0.73% |
$821 - $875
|
960
$138K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.73% |
$704 - $750
|
830
$119K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.19% |
$704 - $750
|
3.1K
$445K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
6+ 0.3% |
$704 - $750
|
1.99K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.65% |
$704 - $750
|
932
$134K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$704 - $750
|
1.58K
$226K
|