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 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-29- 0.03% |
$3.34K - $3.7K
|
87.2K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-31- 1.41% |
$3.57K - $3.95K
|
2.17K
$308K
|
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-31- 0.68% |
$3.57K - $3.95K
|
4.5K
$641K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-34- 0.23% |
$3.91K - $4.34K
|
14.7K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-35- 9.09% |
$4.03K - $4.47K
|
350
$49.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-35- 29.17% |
$4.03K - $4.47K
|
85
$12.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-36- 0.15% |
$4.14K - $4.59K
|
24K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-36- 0.53% |
$4.14K - $4.59K
|
6.78K
$964K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-37- 0.93% |
$4.26K - $4.72K
|
3.94K
$561K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-40- 0.19% |
$4.6K - $5.1K
|
21K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-42- 0.88% |
$4.83K - $5.36K
|
4.73K
$673K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-43- 0.42% |
$4.95K - $5.49K
|
10.1K
$1.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-43- 1.17% |
$4.95K - $5.49K
|
3.62K
$515K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-43- 0.86% |
$4.95K - $5.49K
|
4.95K
$704K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-44- 0.16% |
$5.06K - $5.61K
|
26.7K
$3.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-45- 0.49% |
$5.18K - $5.74K
|
9.23K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-49- 1.69% |
$5.64K - $6.25K
|
2.86K
$407K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-49- 1.28% |
$5.64K - $6.25K
|
3.77K
$537K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-50- 0.42% |
$5.75K - $6.38K
|
11.8K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-50- 0.9% |
$5.75K - $6.38K
|
5.51K
$784K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-53- 1.92% |
$6.1K - $6.76K
|
2.71K
$386K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-57- 2.78% |
$6.56K - $7.27K
|
2K
$284K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-58- 0.84% |
$6.67K - $7.4K
|
6.87K
$977K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-58- 0.82% |
$6.67K - $7.4K
|
6.99K
$995K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-59- 0.44% |
$6.79K - $7.53K
|
13.2K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-60- 1.17% |
$6.9K - $7.65K
|
5.07K
$722K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-60- 1.19% |
$6.9K - $7.65K
|
5K
$711K
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-60- 0.6% |
$6.9K - $7.65K
|
9.92K
$1.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-62- 1.11% |
$7.13K - $7.91K
|
5.53K
$787K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-65- 0.56% |
$7.48K - $8.29K
|
11.5K
$1.63M
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-66- 0.78% |
$7.59K - $8.42K
|
8.44K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-67- 1.19% |
$7.71K - $8.55K
|
5.56K
$791K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-67- 0.6% |
$7.71K - $8.55K
|
11K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-68- 1.29% |
$7.82K - $8.68K
|
5.22K
$743K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-70- 0.11% |
$8.05K - $8.93K
|
63.5K
$9.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-72- 1.48% |
$8.28K - $9.19K
|
4.8K
$682K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-75- 0.59% |
$8.63K - $9.57K
|
12.7K
$1.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-75- 2.28% |
$8.63K - $9.57K
|
3.21K
$457K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-75- 35.05% |
$8.63K - $9.57K
|
139
$19.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-78- 7.59% |
$8.97K - $9.95K
|
950
$135K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-79- 4.31% |
$9.09K - $10.1K
|
1.75K
$250K
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-79- 0.42% |
$9.09K - $10.1K
|
18.6K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-80- 23.12% |
$9.2K - $10.2K
|
266
$37.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-82- 4.1% |
$9.43K - $10.5K
|
1.92K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-82- 4.99% |
$9.43K - $10.5K
|
1.56K
$222K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-86- 2.5% |
$9.89K - $11K
|
3.35K
$477K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-87- 3.57% |
$10K - $11.1K
|
2.35K
$334K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-89- 0.14% |
$10.2K - $11.4K
|
62.8K
$8.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-89- 2.18% |
$10.2K - $11.4K
|
3.99K
$567K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-89- 2.02% |
$10.2K - $11.4K
|
4.31K
$613K
|