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 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-510- 1.24% |
$56.2K - $64K
|
40.6K
$5.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-523- 4.04% |
$57.6K - $65.7K
|
12.4K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-540- 4.07% |
$59.5K - $67.8K
|
12.7K
$1.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-541- 2.74% |
$59.6K - $67.9K
|
19.2K
$2.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-542- 0.75% |
$59.7K - $68.1K
|
71.3K
$9.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-542- 4.58% |
$59.7K - $68.1K
|
11.3K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-544- 10.42% |
$59.9K - $68.3K
|
4.68K
$650K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-551- 6.14% |
$60.7K - $69.2K
|
8.43K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-555- 8.45% |
$61.2K - $69.7K
|
6.02K
$836K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-573- 36.4% |
$63.1K - $72K
|
1K
$139K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-575- 9.8% |
$63.4K - $72.2K
|
5.29K
$736K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-580- 7.13% |
$63.9K - $72.8K
|
7.56K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-584- 3.71% |
$64.4K - $73.3K
|
15.2K
$2.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-589- 7.23% |
$64.9K - $74K
|
7.56K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-593- 9.42% |
$65.3K - $74.5K
|
5.7K
$793K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-600- 7.02% |
$66.1K - $75.3K
|
7.94K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-600- 55.81% |
$66.1K - $75.3K
|
475
$66K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-605- 2.3% |
$66.7K - $76K
|
25.7K
$3.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-615- 26.1% |
$67.8K - $77.2K
|
1.74K
$242K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-623- 31.95% |
$68.7K - $78.2K
|
1.33K
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-624- 3.5% |
$68.8K - $78.4K
|
17.2K
$2.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-644- 8.54% |
$71K - $80.9K
|
6.9K
$959K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-648- 1.98% |
$71.4K - $81.4K
|
32.1K
$4.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-653- 61.09% |
$72K - $82K
|
416
$57.8K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-659- 8.56% |
$72.6K - $82.8K
|
7.04K
$978K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-670- 18.37% |
$73.8K - $84.1K
|
2.98K
$414K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-674- 18.74% |
$74.3K - $84.6K
|
2.92K
$406K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-686- 3.51% |
$75.6K - $86.1K
|
18.9K
$2.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-689- 1.28% |
$75.9K - $86.5K
|
53K
$7.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-690- 0.63% |
$76K - $86.7K
|
109K
$15.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-695- 4.36% |
$76.6K - $87.3K
|
15.2K
$2.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-700- 21.98% |
$77.1K - $87.9K
|
2.48K
$345K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-707- 8.94% |
$77.9K - $88.8K
|
7.2K
$1M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-720- 23.57% |
$79.3K - $90.4K
|
2.34K
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-724- 21.12% |
$79.8K - $90.9K
|
2.7K
$376K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-726- 2.13% |
$80K - $91.2K
|
33.4K
$4.64M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-764- 0.82% |
$84.2K - $95.9K
|
92.6K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-765- 0.44% |
$84.3K - $96.1K
|
175K
$24.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-772- 17.79% |
$85.1K - $96.9K
|
3.57K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-774- 19.46% |
$85.3K - $97.2K
|
3.2K
$445K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-775- 27.91% |
$85.4K - $97.3K
|
2K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-776- 5.02% |
$85.5K - $97.5K
|
14.7K
$2.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-780- 5.48% |
$86K - $98K
|
13.5K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-800- 65.04% |
$88.2K - $100K
|
430
$59.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-822- 3.44% |
$90.6K - $103K
|
23.1K
$3.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-822- 5.13% |
$90.6K - $103K
|
15.2K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-857- 4.57% |
$94.4K - $108K
|
17.9K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-889- 1.84% |
$98K - $112K
|
47.5K
$6.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-910- 20.08% |
$100K - $114K
|
3.62K
$504K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-913- 29.17% |
$101K - $115K
|
2.22K
$308K
|