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 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
726+ 8.39% |
$83.5K - $92.6K
|
9.38K
$1.33M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
720New |
$82.8K - $91.9K
|
720
$102K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
706+ 20.8% |
$81.2K - $90.1K
|
4.1K
$583K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
693+ 0.24% |
$79.7K - $88.4K
|
285K
$40.6M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
680+ 9.64% |
$78.2K - $86.8K
|
7.73K
$1.1M
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
677+ 28.15% |
$77.9K - $86.4K
|
3.08K
$439K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
675+ 0.92% |
$77.6K - $86.1K
|
74.1K
$10.5M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
671+ 57.01% |
$77.2K - $85.6K
|
1.85K
$263K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
666New |
$76.6K - $85K
|
666
$94.8K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
650+ 1.2% |
$74.8K - $82.9K
|
54.6K
$7.77M
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
620+ 4.92% |
$71.3K - $79.1K
|
13.2K
$1.88M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
616+ 0.31% |
$70.8K - $78.6K
|
199K
$28.3M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
606+ 606.0% |
$69.7K - $77.3K
|
706
$100K
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
600+ 15.11% |
$69K - $76.5K
|
4.57K
$650K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
600+ 126.32% |
$69K - $76.5K
|
1.08K
$153K
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
598+ 0.53% |
$68.8K - $76.3K
|
114K
$16.2M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
592+ 4.11% |
$68.1K - $75.5K
|
15K
$2.14M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
585+ 1.14% |
$67.3K - $74.6K
|
51.8K
$7.38M
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
581+ 4.38% |
$66.8K - $74.1K
|
13.8K
$1.97M
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
570+ 2.97% |
$65.6K - $72.7K
|
19.7K
$2.81M
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
569+ 21.51% |
$65.4K - $72.6K
|
3.21K
$457K
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
567+ 6.6% |
$65.2K - $72.3K
|
9.15K
$1.3M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
564+ 3.58% |
$64.9K - $72K
|
16.3K
$2.32M
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
535+ 30.28% |
$61.5K - $68.3K
|
2.3K
$328K
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
529+ 0.36% |
$60.8K - $67.5K
|
147K
$20.9M
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
506+ 0.21% |
$58.2K - $64.6K
|
238K
$33.8M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
503+ 10.3% |
$57.9K - $64.2K
|
5.39K
$766K
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
501+ 4.75% |
$57.6K - $63.9K
|
11K
$1.57M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
500+ 46.08% |
$57.5K - $63.8K
|
1.59K
$226K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
495+ 0.37% |
$56.9K - $63.2K
|
136K
$19.3M
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
493+ 2.87% |
$56.7K - $62.9K
|
17.7K
$2.51M
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
492New |
$56.6K - $62.8K
|
492
$70K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
490+ 0.72% |
$56.4K - $62.5K
|
68.7K
$9.78M
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
487+ 9.76% |
$56K - $62.1K
|
5.48K
$779K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
483+ 0.36% |
$55.5K - $61.6K
|
135K
$19.2M
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
480+ 17.45% |
$55.2K - $61.2K
|
3.23K
$460K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
463+ 0.68% |
$53.2K - $59.1K
|
68.9K
$9.8M
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
459+ 1.3% |
$52.8K - $58.6K
|
35.8K
$5.1M
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
451+ 3.95% |
$51.9K - $57.5K
|
11.9K
$1.69M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
448+ 15.23% |
$51.5K - $57.2K
|
3.39K
$482K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
445+ 4.97% |
$51.2K - $56.8K
|
9.4K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
420+ 9.01% |
$48.3K - $53.6K
|
5.08K
$723K
|
|
Nov 07, 2023
Q3 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
420+ 1.23% |
$48.3K - $53.6K
|
34.6K
$4.93M
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
405+ 4.08% |
$46.6K - $51.7K
|
10.3K
$1.47M
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
401+ 6.85% |
$46.1K - $51.2K
|
6.26K
$890K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
380+ 9.77% |
$43.7K - $48.5K
|
4.27K
$608K
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
371+ 0.52% |
$42.7K - $47.3K
|
71.9K
$10.2M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
369+ 0.29% |
$42.4K - $47.1K
|
126K
$17.9M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
369+ 61.5% |
$42.4K - $47.1K
|
969
$138K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
363+ 342.45% |
$41.7K - $46.3K
|
469
$66.7K
|