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 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-160- 7.39% |
$17.6K - $20.1K
|
2.01K
$279K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-165- 3.32% |
$18.2K - $20.7K
|
4.81K
$668K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-167- 0.28% |
$18.4K - $21K
|
58.8K
$8.18M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-168- 5.17% |
$18.5K - $21.1K
|
3.08K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-168- 1.1% |
$18.5K - $21.1K
|
15.1K
$2.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-171- 8.59% |
$18.8K - $21.5K
|
1.82K
$253K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-175- 5.66% |
$19.3K - $22K
|
2.92K
$405K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-177- 1.85% |
$19.5K - $22.2K
|
9.41K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-177- 3.34% |
$19.5K - $22.2K
|
5.12K
$712K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-180- 5.5% |
$19.8K - $22.6K
|
3.09K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-183- 3.29% |
$20.2K - $23K
|
5.38K
$747K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-184- 1.85% |
$20.3K - $23.1K
|
9.75K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-191- 4.81% |
$21K - $24K
|
3.78K
$525K
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-200- 3.4% |
$22K - $25.1K
|
5.69K
$791K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-206- 13.73% |
$22.7K - $25.9K
|
1.29K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-209- 0.83% |
$23K - $26.2K
|
24.9K
$3.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-212- 0.85% |
$23.4K - $26.6K
|
24.6K
$3.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-213- 1.72% |
$23.5K - $26.7K
|
12.2K
$1.69M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-215- 0.88% |
$23.7K - $27K
|
24.2K
$3.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-215- 4.62% |
$23.7K - $27K
|
4.44K
$617K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-218- 2.48% |
$24K - $27.4K
|
8.57K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-220- 0.52% |
$24.2K - $27.6K
|
42.3K
$5.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-220- 9.41% |
$24.2K - $27.6K
|
2.12K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-223- 3.29% |
$24.6K - $28K
|
6.55K
$911K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-228- 6.84% |
$25.1K - $28.6K
|
3.1K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-231- 4.82% |
$25.5K - $29K
|
4.56K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-233- 57.39% |
$25.7K - $29.3K
|
173
$24.1K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-235- 23.11% |
$25.9K - $29.5K
|
782
$109K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-240- 2.07% |
$26.4K - $30.1K
|
11.4K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-241- 4.67% |
$26.6K - $30.3K
|
4.92K
$684K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-252- 12.9% |
$27.8K - $31.6K
|
1.7K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-256- 11.3% |
$28.2K - $32.1K
|
2.01K
$279K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-256- 0.53% |
$28.2K - $32.1K
|
47.9K
$6.66M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-258- 1.13% |
$28.4K - $32.4K
|
22.6K
$3.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-274- 6.7% |
$30.2K - $34.4K
|
3.82K
$531K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-275- 1.69% |
$30.3K - $34.5K
|
16K
$2.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-275- 1.27% |
$30.3K - $34.5K
|
21.4K
$2.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-279- 1.31% |
$30.7K - $35K
|
21K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-280- 7.11% |
$30.9K - $35.2K
|
3.66K
$509K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-290- 4.04% |
$32K - $36.4K
|
6.88K
$957K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-291- 7.93% |
$32.1K - $36.5K
|
3.38K
$470K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-292- 14.67% |
$32.2K - $36.7K
|
1.7K
$236K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-295- 6.93% |
$32.5K - $37K
|
3.96K
$550K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-295- 6.93% |
$32.5K - $37K
|
3.96K
$550K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-300- 15.63% |
$33.1K - $37.7K
|
1.62K
$225K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-300- 4.66% |
$33.1K - $37.7K
|
6.14K
$854K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-301- 6.14% |
$33.2K - $37.8K
|
4.6K
$640K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-302- 2.55% |
$33.3K - $37.9K
|
11.6K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-309- 0.5% |
$34.1K - $38.8K
|
61K
$8.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-310- 0.43% |
$34.2K - $38.9K
|
71.6K
$9.95M
|