Purchases and Sales Made in Q3 2023 in Spdr Series Tr Spdr S&P Divide (SDY)

SDY Quotes by TradingView

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 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
129
+ 0.85%
$14.8K - $16.5K
15.3K $2.05M
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
128
+ 1.39%
$14.7K - $16.3K
9.32K $1.25M
Nov 09, 2023 Q3 2023
Philadelphia Trust CO

Philadelphia, PA
BUY
 -
125
+ 5.09%
$14.4K - $15.9K
2.58K $346K
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
124
+ 1.1%
$14.3K - $15.8K
11.4K $1.53M
Nov 14, 2023 Q3 2023
Brandywine Oak Private Wealth LLC

BUY
 -
123
+ 5.1%
$14.1K - $15.7K
2.54K $341K
Nov 13, 2023 Q3 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
123
+ 2.72%
$14.1K - $15.7K
4.65K $625K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
122
New
$14K - $15.6K
122 $16.4K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
121
+ 4.15%
$13.9K - $15.4K
3.04K $407K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
118
+ 3.48%
$13.6K - $15.1K
3.51K $471K
Nov 07, 2023 Q3 2023
Patron Partners, LLC

BUY
 -
118
+ 1.61%
$13.6K - $15.1K
7.44K $999K
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
117
+ 6.73%
$13.5K - $14.9K
1.86K $249K
Oct 12, 2023 Q3 2023
Essex Savings Bank

BUY
 -
104
+ 5.27%
$12K - $13.3K
2.08K $279K
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
100
+ 43.86%
$11.5K - $12.8K
328 $44K
Nov 01, 2023 Q3 2023
Hyman Charles D

BUY
 -
100
+ 2.95%
$11.5K - $12.8K
3.49K $468K
Oct 17, 2023 Q3 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
99
+ 2.61%
$11.4K - $12.6K
3.89K $522K
Oct 16, 2023 Q3 2023
Pps&V Asset Management Consultants, Inc.

Portage, MI
BUY
 -
97
+ 0.79%
$11.2K - $12.4K
12.4K $1.66M
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
95
+ 1.82%
$10.9K - $12.1K
5.32K $714K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
95
+ 0.87%
$10.9K - $12.1K
11.1K $1.48M
Oct 20, 2023 Q3 2023
My Legacy Advisors, LLC

BUY
 -
93
+ 1.43%
$10.7K - $11.9K
6.61K $888K
Nov 14, 2023 Q3 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
86
+ 0.59%
$9.89K - $11K
14.8K $1.98M
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
85
+ 4.49%
$9.78K - $10.8K
1.98K $265K
Oct 31, 2023 Q3 2023
Beacon Investment Advisory Services, Inc.

BUY
 -
84
+ 4.02%
$9.66K - $10.7K
2.17K $292K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
84
+ 3.32%
$9.66K - $10.7K
2.62K $351K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
83
+ 0.28%
$9.55K - $10.6K
29.5K $3.96M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
77
+ 1.6%
$8.86K - $9.82K
4.88K $655K
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
72
+ 1.02%
$8.28K - $9.19K
7.14K $959K
Nov 09, 2023 Q3 2023
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
71
New
$8.17K - $9.06K
71 $9.53K
Oct 13, 2023 Q3 2023
Thrive Wealth Management, LLC

BUY
 -
68
+ 3.34%
$7.82K - $8.68K
2.11K $283K
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
64
+ 2.91%
$7.36K - $8.17K
2.27K $304K
Nov 14, 2023 Q3 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
61
+ 0.64%
$7.02K - $7.78K
9.55K $1.28M
Nov 08, 2023 Q3 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
61
+ 0.81%
$7.02K - $7.78K
7.55K $1.01M
Oct 18, 2023 Q3 2023
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
60
+ 2.29%
$6.9K - $7.65K
2.68K $360K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
58
+ 0.52%
$6.67K - $7.4K
11.2K $1.51M
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
54
+ 0.08%
$6.21K - $6.89K
68.3K $9.17M
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
50
+ 1.65%
$5.75K - $6.38K
3.08K $413K
Oct 31, 2023 Q3 2023
Abbrea Capital, LLC

BUY
 -
49
+ 0.35%
$5.64K - $6.25K
14.2K $1.91M
Oct 23, 2023 Q3 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
49
+ 0.52%
$5.64K - $6.25K
9.43K $1.27M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
48
+ 0.59%
$5.52K - $6.12K
8.12K $1.09M
Oct 23, 2023 Q3 2023
All Season Financial Advisors, Inc.

BUY
 -
47
+ 0.73%
$5.41K - $6K
6.53K $876K
Nov 06, 2023 Q3 2023
Treasure Coast Financial Planning

BUY
 -
46
+ 0.22%
$5.29K - $5.87K
20.7K $2.78M
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
38
+ 0.18%
$4.37K - $4.85K
21K $2.82M
Nov 02, 2023 Q3 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
35
+ 0.67%
$4.03K - $4.47K
5.3K $711K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
35
+ 350.0%
$4.03K - $4.47K
45 $6.04K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
34
+ 1.03%
$3.91K - $4.34K
3.33K $447K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
34
+ 0.83%
$3.91K - $4.34K
4.15K $557K
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
32
+ 1.07%
$3.68K - $4.08K
3.03K $407K
Nov 13, 2023 Q3 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
31
+ 1.78%
$3.57K - $3.95K
1.78K $239K
Nov 14, 2023 Q3 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
30
+ 15.08%
$3.45K - $3.83K
229 $30.7K
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
28
+ 0.32%
$3.22K - $3.57K
8.86K $1.19M

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