Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.99M+ 606.18% |
$220M - $250M
|
2.32M
$334M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.12M+ 10945.35% |
$124M - $141M
|
1.13M
$163M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
759KNew |
$83.6M - $95.3M
|
759K
$109M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
323K+ 6.93% |
$35.6M - $40.6M
|
4.98M
$717M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
121KNew |
$13.4M - $15.2M
|
121K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
98.1KNew |
$10.8M - $12.3M
|
98.1K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
87.5KNew |
$9.64M - $11M
|
87.5K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
80.9KNew |
$8.92M - $10.2M
|
80.9K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69.8K+ 1061.07% |
$7.69M - $8.77M
|
76.4K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
67.3K+ 3.49% |
$7.42M - $8.45M
|
1.99M
$287M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
61.2KNew |
$6.74M - $7.69M
|
61.2K
$8.81M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
54.5KNew |
$6.01M - $6.85M
|
54.5K
$7.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51.4K+ 33.08% |
$5.66M - $6.46M
|
207K
$29.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
49.8KNew |
$5.49M - $6.26M
|
49.8K
$7.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
47.5K+ 2104.56% |
$5.23M - $5.97M
|
49.8K
$7.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
44.4K+ 1439.65% |
$4.9M - $5.58M
|
47.5K
$6.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.6K+ 1.5% |
$3.81M - $4.34M
|
2.33M
$336M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
32.6KNew |
$3.59M - $4.09M
|
32.6K
$4.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
31.4K+ 748.67% |
$3.47M - $3.95M
|
35.6K
$5.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
29.3KNew |
$3.23M - $3.68M
|
29.3K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.1K+ 617.04% |
$3.1M - $3.53M
|
32.7K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
26.3KNew |
$2.89M - $3.3M
|
26.3K
$3.78M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.4K+ 85.25% |
$2.8M - $3.19M
|
55.3K
$7.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.7K+ 5.46% |
$2.61M - $2.97M
|
457K
$65.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.5K+ 12.73% |
$2.37M - $2.7M
|
191K
$27.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20.4KNew |
$2.24M - $2.56M
|
20.4K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19KNew |
$2.09M - $2.38M
|
19K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.3KNew |
$2.01M - $2.29M
|
18.3K
$2.63M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
17.5K+ 102.61% |
$1.92M - $2.19M
|
34.5K
$4.96M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
16.6KNew |
$1.83M - $2.09M
|
16.6K
$2.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.4KNew |
$1.8M - $2.06M
|
16.4K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
16.3KNew |
$1.79M - $2.04M
|
16.3K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
16.2K+ 25.34% |
$1.78M - $2.03M
|
80K
$11.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
15.1K+ 391.34% |
$1.66M - $1.9M
|
19K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
14.4KNew |
$1.59M - $1.81M
|
14.4K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
14K+ 55.66% |
$1.54M - $1.75M
|
39K
$5.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13.9K+ 58.01% |
$1.53M - $1.75M
|
37.9K
$5.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
12.9K+ 3.27% |
$1.42M - $1.62M
|
407K
$58.6M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.6K+ 307.24% |
$1.39M - $1.58M
|
16.7K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
12.2KNew |
$1.34M - $1.53M
|
12.2K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
12K+ 11.42% |
$1.32M - $1.5M
|
117K
$16.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12KNew |
$1.32M - $1.5M
|
12K
$1.72M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12KNew |
$1.32M - $1.5M
|
12K
$1.72M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
11.3KNew |
$1.25M - $1.42M
|
11.3K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.1KNew |
$1.22M - $1.39M
|
11.1K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
11KNew |
$1.21M - $1.38M
|
11K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10.6K+ 2463.26% |
$1.17M - $1.33M
|
11K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.1K+ 151.86% |
$1.11M - $1.26M
|
16.7K
$2.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
9.59K+ 64.0% |
$1.06M - $1.2M
|
24.6K
$3.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.15KNew |
$1.01M - $1.15M
|
9.15K
$1.32M
|