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 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-12.9K- 37.65% |
$1.42M - $1.62M
|
21.4K
$2.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-13.2K- 26.69% |
$1.45M - $1.66M
|
36.2K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.4K- 6.91% |
$1.47M - $1.68M
|
180K
$25.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-14.4K- 55.44% |
$1.58M - $1.81M
|
11.6K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.3K- 3.24% |
$1.68M - $1.92M
|
455K
$63.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.7K- 17.62% |
$1.73M - $1.97M
|
73.4K
$10.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15.7K- 13.63% |
$1.73M - $1.97M
|
99.6K
$13.9M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-16K- 20.28% |
$1.76M - $2.01M
|
62.9K
$8.79M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-16K- 4.82% |
$1.77M - $2.01M
|
317K
$44.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-16.7K- 89.5% |
$1.84M - $2.1M
|
1.96K
$274K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16.9K- 34.52% |
$1.86M - $2.12M
|
32.1K
$4.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-17K- 49.61% |
$1.87M - $2.13M
|
17.2K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.1K- 16.19% |
$1.89M - $2.15M
|
88.6K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18.1K- 5.35% |
$2M - $2.28M
|
320K
$44.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.1K- 55.59% |
$2.11M - $2.4M
|
15.3K
$2.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-19.7K- 26.44% |
$2.17M - $2.47M
|
54.8K
$7.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-19.8K- 31.15% |
$2.18M - $2.49M
|
43.7K
$6.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-20.9K- 48.69% |
$2.3M - $2.62M
|
22K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.3K- 8.71% |
$2.35M - $2.67M
|
223K
$31.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23.1K- 4.39% |
$2.55M - $2.9M
|
503K
$70.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-23.8K- 33.17% |
$2.62M - $2.99M
|
48K
$6.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-23.9K- 11.51% |
$2.63M - $3M
|
184K
$25.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24.8K- 52.75% |
$2.74M - $3.12M
|
22.2K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.2K- 24.25% |
$2.77M - $3.16M
|
78.6K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-27.5K- 99.61% |
$3.03M - $3.46M
|
109
$15.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-28.4K- 19.32% |
$3.13M - $3.57M
|
119K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-29.7K- 25.17% |
$3.27M - $3.73M
|
88.3K
$12.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.8K- 17.2% |
$3.39M - $3.87M
|
148K
$20.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-32.9K- 26.47% |
$3.63M - $4.13M
|
91.4K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-34.8K- 39.04% |
$3.84M - $4.37M
|
54.4K
$7.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-36.6K- 12.82% |
$4.04M - $4.6M
|
249K
$34.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-39K- 28.87% |
$4.3M - $4.9M
|
96.1K
$13.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-44.3K- 95.09% |
$4.88M - $5.56M
|
2.29K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.2K- 1.71% |
$4.98M - $5.68M
|
2.6M
$363M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-46.6K- 8.21% |
$5.13M - $5.85M
|
520K
$72.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.6K- 3.65% |
$5.13M - $5.85M
|
1.23M
$172M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-47.3K- 8.18% |
$5.21M - $5.94M
|
531K
$74.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-47.9K- 13.65% |
$5.28M - $6.02M
|
303K
$42.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-52.2K- 4.7% |
$5.75M - $6.55M
|
1.06M
$148M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-53.6K- 67.79% |
$5.91M - $6.73M
|
25.5K
$3.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-60.6K- 90.81% |
$6.68M - $7.62M
|
6.14K
$857K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-65.9K- 52.55% |
$7.26M - $8.27M
|
59.5K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-69.7K- 42.23% |
$7.68M - $8.75M
|
95.4K
$13.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-72.9K- 47.51% |
$8.03M - $9.15M
|
80.5K
$11.2M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-76.2KClosed |
$8.4M - $9.57M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-78.5K- 78.9% |
$8.65M - $9.86M
|
21K
$2.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-97.4K- 8.72% |
$10.7M - $12.2M
|
1.02M
$143M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-139K- 4.34% |
$15.3M - $17.5M
|
3.07M
$429M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-174K- 8.37% |
$19.1M - $21.8M
|
1.9M
$266M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-275K- 5.23% |
$30.3M - $34.5M
|
4.98M
$696M
|