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 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-310- 2.81% |
$34.2K - $38.9K
|
10.7K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-311- 4.7% |
$34.3K - $39.1K
|
6.3K
$876K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-319- 5.77% |
$35.2K - $40.1K
|
5.21K
$724K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-322- 20.61% |
$35.5K - $40.4K
|
1.24K
$172K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-327- 11.0% |
$36K - $41.1K
|
2.65K
$368K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-327- 3.33% |
$36K - $41.1K
|
9.5K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-331- 2.36% |
$36.5K - $41.6K
|
13.7K
$1.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-334- 14.02% |
$36.8K - $41.9K
|
2.05K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-334- 0.25% |
$36.8K - $41.9K
|
135K
$18.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-335- 4.24% |
$36.9K - $42.1K
|
7.57K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-336- 10.46% |
$37K - $42.2K
|
2.88K
$400K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-338- 9.34% |
$37.2K - $42.4K
|
3.28K
$456K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-341- 0.26% |
$37.6K - $42.8K
|
132K
$18.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-346- 0.87% |
$38.1K - $43.5K
|
39.6K
$5.51M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-347- 14.65% |
$38.2K - $43.6K
|
2.02K
$281K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-351- 5.47% |
$38.7K - $44.1K
|
6.07K
$843K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-355- 12.49% |
$39.1K - $44.6K
|
2.49K
$346K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-360- 7.07% |
$39.7K - $45.2K
|
4.73K
$658K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-361- 4.02% |
$39.8K - $45.3K
|
8.62K
$1.2M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-365- 0.91% |
$40.2K - $45.8K
|
39.6K
$5.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-376- 18.12% |
$41.4K - $47.2K
|
1.7K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-380- 11.92% |
$41.9K - $47.7K
|
2.81K
$391K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-381- 5.35% |
$42K - $47.8K
|
6.75K
$938K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-381- 1.75% |
$42K - $47.8K
|
21.4K
$2.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-383- 9.04% |
$42.2K - $48.1K
|
3.85K
$536K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-385- 1.12% |
$42.4K - $48.3K
|
33.9K
$4.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-385- 13.63% |
$42.4K - $48.3K
|
2.44K
$339K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-402- 17.04% |
$44.3K - $50.5K
|
1.96K
$272K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-405- 7.15% |
$44.6K - $50.9K
|
5.26K
$732K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-409- 5.42% |
$45.1K - $51.4K
|
7.14K
$993K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-409- 1.5% |
$45.1K - $51.4K
|
26.9K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-410- 1.93% |
$45.2K - $51.5K
|
20.8K
$2.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-410- 3.89% |
$45.2K - $51.5K
|
10.1K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-416- 3.59% |
$45.8K - $52.2K
|
11.2K
$1.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-427- 14.12% |
$47.1K - $53.6K
|
2.6K
$361K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-431- 3.81% |
$47.5K - $54.1K
|
10.9K
$1.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-438- 4.67% |
$48.3K - $55K
|
8.94K
$1.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-438- 1.32% |
$48.3K - $55K
|
32.8K
$4.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-450- 25.71% |
$49.6K - $56.5K
|
1.3K
$181K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-456- 2.4% |
$50.3K - $57.3K
|
18.5K
$2.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-459- 9.45% |
$50.6K - $57.6K
|
4.4K
$611K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-461- 0.22% |
$50.8K - $57.9K
|
211K
$29.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-462- 8.44% |
$50.9K - $58K
|
5.01K
$697K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-464- 5.42% |
$51.1K - $58.3K
|
8.09K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-466- 1.17% |
$51.4K - $58.5K
|
39.3K
$5.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-467- 1.23% |
$51.5K - $58.6K
|
37.4K
$5.21M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-483- 0.79% |
$53.2K - $60.7K
|
60.9K
$8.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-485- 41.35% |
$53.4K - $60.9K
|
688
$95.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-495- 10.32% |
$54.5K - $62.2K
|
4.3K
$598K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-498- 1.18% |
$54.9K - $62.5K
|
41.7K
$5.81M
|