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 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.45K- 4.42% |
$397K - $440K
|
74.7K
$10.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.52K- 5.28% |
$404K - $449K
|
63.1K
$8.98M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.7K- 67.13% |
$426K - $472K
|
1.81K
$258K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.72K- 4.01% |
$428K - $474K
|
89.1K
$12.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-3.82K- 4.73% |
$439K - $487K
|
76.8K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.04K- 18.46% |
$464K - $515K
|
17.8K
$2.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4.05K- 29.12% |
$465K - $516K
|
9.85K
$1.4M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.11K- 6.27% |
$472K - $524K
|
61.4K
$8.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.17K- 8.24% |
$480K - $532K
|
46.4K
$6.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.22K- 9.92% |
$485K - $538K
|
38.3K
$5.45M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.34K- 32.42% |
$499K - $553K
|
9.04K
$1.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.41K- 4.55% |
$507K - $562K
|
92.5K
$13.2M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.56K- 11.64% |
$524K - $582K
|
34.6K
$4.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.77K- 1.34% |
$549K - $609K
|
351K
$50M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-4.8K- 67.8% |
$552K - $613K
|
2.28K
$325K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-4.85K- 8.93% |
$558K - $619K
|
49.4K
$7.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.88K- 51.71% |
$561K - $623K
|
4.56K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.24K- 4.81% |
$603K - $668K
|
104K
$14.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-5.29K- 59.53% |
$609K - $675K
|
3.6K
$512K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.57K- 50.98% |
$641K - $711K
|
5.36K
$762K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.21K- 4.72% |
$714K - $792K
|
125K
$17.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-6.33K- 63.36% |
$728K - $808K
|
3.66K
$521K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.6K- 28.32% |
$759K - $842K
|
16.7K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-6.72K- 12.0% |
$772K - $857K
|
49.2K
$7M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.84K- 26.43% |
$787K - $873K
|
19K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.89K- 32.54% |
$792K - $879K
|
14.3K
$2.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.18K- 3.28% |
$826K - $916K
|
212K
$30.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.31K- 5.96% |
$841K - $933K
|
115K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.5K- 72.01% |
$862K - $956K
|
2.91K
$415K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.67K- 7.59% |
$882K - $978K
|
93.3K
$13.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.68K- 4.2% |
$883K - $979K
|
175K
$24.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.76K- 2.3% |
$892K - $990K
|
329K
$46.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-8K- 10.35% |
$920K - $1.02M
|
69.3K
$9.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8K- 46.84% |
$920K - $1.02M
|
9.08K
$1.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-8.21K- 3.81% |
$944K - $1.05M
|
208K
$29.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.26K- 3.46% |
$950K - $1.05M
|
230K
$32.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-8.59K- 24.58% |
$988K - $1.1M
|
26.3K
$3.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-9.52K- 41.75% |
$1.09M - $1.21M
|
13.3K
$1.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.61K- 21.83% |
$1.11M - $1.23M
|
34.4K
$4.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-9.66K- 17.19% |
$1.11M - $1.23M
|
46.6K
$6.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.78K- 2.26% |
$1.12M - $1.25M
|
424K
$60.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.7K- 64.76% |
$1.23M - $1.37M
|
5.84K
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11K- 5.38% |
$1.27M - $1.41M
|
194K
$27.6M
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-11.2K- 3.25% |
$1.29M - $1.43M
|
333K
$47.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-11.3K- 20.88% |
$1.3M - $1.44M
|
42.8K
$6.1M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.4K- 67.31% |
$1.32M - $1.46M
|
5.56K
$791K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.1K- 6.46% |
$1.39M - $1.55M
|
175K
$25M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-13K- 38.21% |
$1.49M - $1.65M
|
21K
$2.99M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 2.31% |
$1.57M - $1.74M
|
578K
$82.2M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.7K- 30.17% |
$1.69M - $1.87M
|
34K
$4.84M
|