Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
784K+ 4360.93% |
$90.1M - $100M
|
802K
$114M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
591KNew |
$68M - $75.4M
|
591K
$84.1M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
231K+ 18.56% |
$26.6M - $29.5M
|
1.48M
$210M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
191K+ 4028.05% |
$21.9M - $24.3M
|
195K
$27.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
152KNew |
$17.5M - $19.4M
|
152K
$21.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 34.04% |
$15.2M - $16.9M
|
522K
$74.3M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
97.1KNew |
$11.2M - $12.4M
|
97.1K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
80K+ 409.52% |
$9.2M - $10.2M
|
99.5K
$14.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66.7K+ 14.54% |
$7.68M - $8.52M
|
526K
$74.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
64.7K+ 654.7% |
$7.44M - $8.25M
|
74.5K
$10.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
61.7K+ 1204.36% |
$7.09M - $7.87M
|
66.8K
$9.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
60.6K+ 52.22% |
$6.97M - $7.73M
|
177K
$25.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.1K+ 5.82% |
$5.87M - $6.51M
|
928K
$132M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
45K+ 2230.76% |
$5.18M - $5.75M
|
47.1K
$6.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35.6K+ 1.52% |
$4.1M - $4.54M
|
2.37M
$337M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.1KNew |
$3.92M - $4.35M
|
34.1K
$4.85M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32.2K+ 471.65% |
$3.7M - $4.1M
|
39K
$5.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.9K+ 145.46% |
$3.21M - $3.56M
|
47.1K
$6.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.3K+ 2.42% |
$3.03M - $3.36M
|
1.11M
$158M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
26K+ 32.58% |
$2.99M - $3.31M
|
106K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23.7K+ 72.76% |
$2.72M - $3.02M
|
56.2K
$8M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
22.2KNew |
$2.56M - $2.84M
|
22.2K
$3.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.2K+ 16.07% |
$2.44M - $2.71M
|
153K
$21.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.1K+ 23.82% |
$2.42M - $2.69M
|
110K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
18.8K+ 2.75% |
$2.16M - $2.39M
|
701K
$99.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
17.2K+ 101.33% |
$1.98M - $2.19M
|
34.2K
$4.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
17.2K+ 75.39% |
$1.98M - $2.19M
|
40K
$5.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.1K+ 420.23% |
$1.97M - $2.19M
|
21.2K
$3.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
16.1KNew |
$1.85M - $2.05M
|
16.1K
$2.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.9K+ 9.74% |
$1.83M - $2.03M
|
179K
$25.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.6K+ 129.84% |
$1.8M - $1.99M
|
27.6K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.1K+ 13.84% |
$1.74M - $1.93M
|
124K
$17.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.4K+ 13.93% |
$1.66M - $1.84M
|
118K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
14.4K+ 9.09% |
$1.65M - $1.83M
|
172K
$24.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.3K+ 8.52% |
$1.53M - $1.69M
|
169K
$24.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.9K+ 298.0% |
$1.37M - $1.52M
|
15.9K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
11.6KNew |
$1.33M - $1.48M
|
11.6K
$1.65M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
11.5KNew |
$1.32M - $1.47M
|
11.5K
$1.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
11.4K+ 2.97% |
$1.31M - $1.45M
|
394K
$56M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.3KNew |
$1.3M - $1.44M
|
11.3K
$1.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.1K+ 189.31% |
$1.28M - $1.42M
|
17K
$2.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10.9KNew |
$1.25M - $1.39M
|
10.9K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10.8K+ 42.68% |
$1.24M - $1.37M
|
36K
$5.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 0.41% |
$1.24M - $1.37M
|
2.64M
$376M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
10.2KNew |
$1.18M - $1.31M
|
10.2K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.96K+ 1.94% |
$1.03M - $1.14M
|
471K
$67M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.75K+ 105.92% |
$1.01M - $1.12M
|
17K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.35K+ 5.68% |
$960K - $1.07M
|
155K
$22.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
8.2K+ 2.09% |
$943K - $1.05M
|
401K
$57M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
8.17K+ 17.2% |
$940K - $1.04M
|
55.7K
$7.92M
|