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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-3- 0.02% |
$331 - $377
|
18.8K
$2.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-3- 0.42% |
$331 - $377
|
717
$99.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-4- 0.24% |
$441 - $502
|
1.68K
$234K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-5- 5.88% |
$551 - $628
|
80
$11.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 0.63% |
$661 - $753
|
953
$133K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8- 0.17% |
$882 - $1K
|
4.58K
$636K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-8- 0.08% |
$882 - $1K
|
9.95K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-10- 0.15% |
$1.1K - $1.26K
|
6.86K
$953K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-10- 0.08% |
$1.1K - $1.26K
|
11.8K
$1.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-10- 0.48% |
$1.1K - $1.26K
|
2.07K
$288K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-10- 0.3% |
$1.1K - $1.26K
|
3.34K
$464K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-12- 1.54% |
$1.32K - $1.51K
|
769
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-13- 0.13% |
$1.43K - $1.63K
|
9.91K
$1.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-19- 1.58% |
$2.09K - $2.39K
|
1.18K
$164K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-22- 0.92% |
$2.42K - $2.76K
|
2.36K
$328K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-25- 1.2% |
$2.76K - $3.14K
|
2.06K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 0.63% |
$2.76K - $3.14K
|
3.96K
$551K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-27- 0.46% |
$2.98K - $3.39K
|
5.87K
$816K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-27- 0.2% |
$2.98K - $3.39K
|
13.8K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-27- 1.52% |
$2.98K - $3.39K
|
1.75K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-34- 0.13% |
$3.75K - $4.27K
|
26K
$3.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-36- 1.12% |
$3.97K - $4.52K
|
3.18K
$442K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-37- 0.37% |
$4.08K - $4.65K
|
10.1K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-39- 0.71% |
$4.3K - $4.9K
|
5.42K
$754K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 1.72% |
$4.3K - $4.9K
|
2.23K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-40- 0.04% |
$4.41K - $5.02K
|
97K
$13.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-42- 0.92% |
$4.63K - $5.27K
|
4.5K
$626K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-43- 0.87% |
$4.74K - $5.4K
|
4.89K
$680K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-44- 1.66% |
$4.85K - $5.53K
|
2.61K
$363K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-50- 1.58% |
$5.51K - $6.28K
|
3.12K
$434K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 13.4% |
$5.51K - $6.28K
|
323
$44.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-54- 0.12% |
$5.95K - $6.78K
|
46.4K
$6.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-54- 1.78% |
$5.95K - $6.78K
|
2.97K
$414K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-55- 0.43% |
$6.06K - $6.91K
|
12.6K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-59- 0.09% |
$6.5K - $7.41K
|
68.3K
$9.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-59- 0.66% |
$6.5K - $7.41K
|
8.87K
$1.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-60- 1.82% |
$6.61K - $7.53K
|
3.23K
$450K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-65- 2.92% |
$7.16K - $8.16K
|
2.16K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-67- 24.36% |
$7.38K - $8.41K
|
208
$28.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-67- 1.38% |
$7.38K - $8.41K
|
4.78K
$665K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-67- 13.62% |
$7.38K - $8.41K
|
425
$59.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-69- 3.84% |
$7.6K - $8.67K
|
1.73K
$241K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-71- 2.76% |
$7.82K - $8.92K
|
2.51K
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-71- 1.4% |
$7.82K - $8.92K
|
5K
$695K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-71- 1.09% |
$7.82K - $8.92K
|
6.43K
$894K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-71- 3.02% |
$7.82K - $8.92K
|
2.28K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-73- 0.35% |
$8.04K - $9.17K
|
20.8K
$2.89M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-74- 1.75% |
$8.15K - $9.29K
|
4.16K
$579K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-77- 3.39% |
$8.49K - $9.67K
|
2.19K
$305K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-81- 1.48% |
$8.93K - $10.2K
|
5.39K
$750K
|