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 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-11- 0.26% |
$1.29K - $1.37K
|
4.23K
$568K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-11- 0.17% |
$1.29K - $1.37K
|
6.52K
$876K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12- 0.47% |
$1.41K - $1.5K
|
2.53K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-12- 1.94% |
$1.41K - $1.5K
|
605
$81.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-12- 0.58% |
$1.41K - $1.5K
|
2.06K
$277K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-15- 0.08% |
$1.76K - $1.87K
|
17.8K
$2.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-17- 0.18% |
$1.99K - $2.12K
|
9.35K
$1.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-17- 0.09% |
$1.99K - $2.12K
|
19.5K
$2.62M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-20- 9.26% |
$2.35K - $2.5K
|
196
$26.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.93% |
$2.35K - $2.5K
|
2.12K
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20- 1.16% |
$2.35K - $2.5K
|
1.7K
$228K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-20- 1.13% |
$2.35K - $2.5K
|
1.75K
$234K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-21- 0.19% |
$2.46K - $2.62K
|
11K
$1.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22- 0.19% |
$2.58K - $2.75K
|
11.4K
$1.53M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-24- 0.98% |
$2.82K - $3K
|
2.44K
$327K
|
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-24- 0.56% |
$2.82K - $3K
|
4.24K
$569K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-25- 1.25% |
$2.93K - $3.12K
|
1.98K
$265K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 6.85% |
$2.93K - $3.12K
|
340
$45.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-25- 0.38% |
$2.93K - $3.12K
|
6.48K
$870K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-25- 0.46% |
$2.93K - $3.12K
|
5.41K
$726K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-25- 0.65% |
$2.93K - $3.12K
|
3.82K
$513K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-28- 0.32% |
$3.28K - $3.5K
|
8.65K
$1.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-29- 1.1% |
$3.4K - $3.62K
|
2.62K
$351K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-35- 1.8% |
$4.11K - $4.37K
|
1.91K
$256K
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-35- 0.96% |
$4.11K - $4.37K
|
3.6K
$483K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-37- 0.64% |
$4.34K - $4.62K
|
5.78K
$776K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-41- 0.2% |
$4.81K - $5.12K
|
20.9K
$2.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-42- 1.1% |
$4.93K - $5.25K
|
3.77K
$506K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-42- 1.48% |
$4.93K - $5.25K
|
2.79K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-45- 0.22% |
$5.28K - $5.62K
|
20.2K
$2.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-45- 1.67% |
$5.28K - $5.62K
|
2.65K
$355K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-46- 0.11% |
$5.4K - $5.75K
|
42.7K
$5.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-48- 0.99% |
$5.63K - $6K
|
4.8K
$644K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-48- 0.28% |
$5.63K - $6K
|
16.8K
$2.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-50- 31.45% |
$5.87K - $6.25K
|
109
$14.6K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-50- 2.61% |
$5.87K - $6.25K
|
1.87K
$251K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-50- 0.38% |
$5.87K - $6.25K
|
13.3K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-50- 0.79% |
$5.87K - $6.25K
|
6.29K
$845K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 2.0% |
$5.87K - $6.25K
|
2.45K
$328K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-51- 0.74% |
$5.98K - $6.37K
|
6.83K
$916K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-54- 0.42% |
$6.33K - $6.75K
|
12.9K
$1.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.67% |
$6.45K - $6.87K
|
8.14K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-55- 1.03% |
$6.45K - $6.87K
|
5.27K
$707K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-57- 0.2% |
$6.69K - $7.12K
|
28.9K
$3.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-59- 2.96% |
$6.92K - $7.37K
|
1.94K
$260K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-59- 2.74% |
$6.92K - $7.37K
|
2.09K
$281K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-59- 1.87% |
$6.92K - $7.37K
|
3.09K
$415K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-62- 1.48% |
$7.27K - $7.75K
|
4.12K
$553K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-64- 0.65% |
$7.51K - $8K
|
9.83K
$1.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-67- 3.48% |
$7.86K - $8.37K
|
1.86K
$250K
|