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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-899- 6.58% |
$103K - $115K
|
12.8K
$1.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-909- 27.62% |
$105K - $116K
|
2.38K
$339K
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-910- 7.48% |
$105K - $116K
|
11.3K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-926- 12.06% |
$106K - $118K
|
6.75K
$961K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-945- 25.39% |
$109K - $121K
|
2.78K
$395K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-946- 15.67% |
$109K - $121K
|
5.09K
$725K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-951- 5.17% |
$109K - $121K
|
17.4K
$2.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1K- 6.4% |
$115K - $128K
|
14.6K
$2.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1K- 7.8% |
$115K - $128K
|
11.8K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-1.03K- 7.04% |
$118K - $131K
|
13.5K
$1.93M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.06K- 11.53% |
$122K - $135K
|
8.14K
$1.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 13.39% |
$123K - $137K
|
6.92K
$985K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.07K- 36.26% |
$123K - $137K
|
1.88K
$268K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.07K- 0.89% |
$124K - $137K
|
120K
$17.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.09K- 5.58% |
$126K - $139K
|
18.5K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.12K- 24.47% |
$129K - $143K
|
3.45K
$492K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.13K- 1.55% |
$130K - $144K
|
71.9K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.13K- 10.97% |
$130K - $144K
|
9.17K
$1.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.17K- 6.71% |
$134K - $149K
|
16.2K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.17K- 22.87% |
$134K - $149K
|
3.94K
$561K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.17K- 37.5% |
$135K - $149K
|
1.95K
$278K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.19K- 13.91% |
$136K - $151K
|
7.34K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.2K- 4.74% |
$138K - $153K
|
24.1K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.2K- 26.06% |
$138K - $153K
|
3.4K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.2K- 2.93% |
$138K - $153K
|
39.8K
$5.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.21K- 0.73% |
$139K - $154K
|
165K
$23.5M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.22K- 33.95% |
$140K - $155K
|
2.37K
$337K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.23K- 19.34% |
$142K - $157K
|
5.15K
$732K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.24K- 25.47% |
$142K - $158K
|
3.63K
$516K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.24K- 1.81% |
$143K - $158K
|
67.5K
$9.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.24K- 6.23% |
$143K - $158K
|
18.7K
$2.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.24K- 1.81% |
$143K - $158K
|
67.5K
$9.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.26K- 3.36% |
$144K - $160K
|
36.1K
$5.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.26K- 4.45% |
$145K - $161K
|
27K
$3.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.31K- 2.08% |
$151K - $168K
|
61.7K
$8.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.34K- 2.95% |
$154K - $170K
|
43.9K
$6.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 4.15% |
$155K - $172K
|
31.2K
$4.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.36K- 23.07% |
$157K - $174K
|
4.55K
$647K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.38K- 45.67% |
$159K - $176K
|
1.65K
$234K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.4K- 9.74% |
$160K - $178K
|
12.9K
$1.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.48K- 1.07% |
$170K - $188K
|
136K
$19.3M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.5K- 5.77% |
$172K - $191K
|
24.4K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.54K- 2.26% |
$177K - $196K
|
66.4K
$9.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.64K- 33.37% |
$188K - $209K
|
3.27K
$465K
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.68KClosed |
$194K - $215K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.71K- 4.49% |
$196K - $218K
|
36.3K
$5.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.72K- 2.33% |
$197K - $219K
|
71.8K
$10.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.74K- 12.64% |
$200K - $221K
|
12K
$1.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.74K- 38.78% |
$200K - $222K
|
2.74K
$390K
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.75K- 6.51% |
$201K - $223K
|
25.1K
$3.57M
|