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 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-1.75K- 4.85% |
$201K - $223K
|
34.3K
$4.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.76K- 36.83% |
$203K - $225K
|
3.03K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 4.56% |
$203K - $225K
|
37K
$5.31M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.82K- 19.16% |
$210K - $232K
|
7.69K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.84K- 6.98% |
$211K - $234K
|
24.5K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.84K- 1.98% |
$212K - $235K
|
91.2K
$13.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.88K- 0.8% |
$217K - $240K
|
235K
$33.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.89K- 6.55% |
$217K - $241K
|
27K
$3.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.9K- 6.52% |
$219K - $242K
|
27.2K
$3.91M
|
|
|
Oct 25, 2023
Q3 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-1.9K- 6.13% |
$219K - $242K
|
29.1K
$4.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.93K- 25.01% |
$222K - $247K
|
5.8K
$832K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2K- 8.16% |
$230K - $255K
|
22.5K
$3.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.03K- 18.14% |
$233K - $259K
|
9.16K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.09K- 32.48% |
$240K - $266K
|
4.34K
$623K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.12K- 14.64% |
$244K - $270K
|
12.3K
$1.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.13K- 16.88% |
$244K - $271K
|
10.5K
$1.5M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.15K- 4.27% |
$247K - $274K
|
48.1K
$6.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.21K- 6.32% |
$254K - $281K
|
32.7K
$4.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.21K- 7.86% |
$254K - $282K
|
25.9K
$3.72M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.21K- 7.86% |
$254K - $282K
|
25.9K
$3.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 14.93% |
$257K - $285K
|
12.7K
$1.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 7.58% |
$260K - $289K
|
27.6K
$3.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.32K- 25.88% |
$267K - $296K
|
6.65K
$954K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.35K- 10.63% |
$270K - $299K
|
19.7K
$2.83M
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-2.36KClosed |
$271K - $301K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.43K- 43.23% |
$279K - $310K
|
3.19K
$458K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.46K- 38.43% |
$282K - $313K
|
3.94K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.51K- 1.19% |
$288K - $320K
|
208K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.54K- 2.37% |
$292K - $324K
|
105K
$15M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.56K- 7.6% |
$295K - $327K
|
31.2K
$4.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.59K- 4.01% |
$298K - $331K
|
62K
$8.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.59K- 17.77% |
$298K - $331K
|
12K
$1.72M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.66K- 18.71% |
$306K - $339K
|
11.6K
$1.66M
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.68K- 11.82% |
$308K - $342K
|
20K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.77K- 4.75% |
$319K - $354K
|
55.6K
$7.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.78K- 12.32% |
$319K - $354K
|
19.7K
$2.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.86K- 5.25% |
$329K - $365K
|
51.6K
$7.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-2.94K- 4.03% |
$338K - $375K
|
70.1K
$10.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.95K- 25.03% |
$339K - $376K
|
8.83K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-3K- 12.58% |
$345K - $383K
|
20.9K
$2.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.02K- 4.52% |
$347K - $385K
|
63.8K
$9.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.02K- 29.66% |
$348K - $386K
|
7.17K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.03K- 5.38% |
$348K - $387K
|
53.3K
$7.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-3.06K- 50.58% |
$352K - $391K
|
2.99K
$429K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-3.17K- 4.68% |
$364K - $404K
|
64.5K
$9.26M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-3.22K- 3.84% |
$370K - $411K
|
80.6K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.23K- 2.99% |
$371K - $412K
|
105K
$15.1M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.33K- 0.78% |
$383K - $425K
|
424K
$60.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.41K- 21.22% |
$392K - $435K
|
12.7K
$1.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.44K- 43.61% |
$396K - $439K
|
4.45K
$638K
|