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 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
9.59K+ 64.0% |
$1.06M - $1.2M
|
24.6K
$3.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.15KNew |
$1.01M - $1.15M
|
9.15K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.67K+ 3.69% |
$955K - $1.09M
|
243K
$33.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.39KNew |
$925K - $1.05M
|
8.39K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
8.26KNew |
$910K - $1.04M
|
8.26K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
8.23KNew |
$907K - $1.03M
|
8.23K
$1.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
8.1K+ 3.89% |
$893K - $1.02M
|
216K
$29.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.68K+ 7.79% |
$847K - $965K
|
106K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.27K+ 3.65% |
$801K - $912K
|
206K
$28.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7.15KNew |
$788K - $898K
|
7.15K
$989K
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
6.97KNew |
$768K - $875K
|
6.97K
$963K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
6.94KNew |
$765K - $872K
|
6.94K
$960K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.79K+ 118.41% |
$749K - $853K
|
12.5K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.75KNew |
$744K - $848K
|
6.75K
$933K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.7KNew |
$738K - $841K
|
6.7K
$926K
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
6.69KNew |
$738K - $841K
|
6.69K
$926K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6.67KNew |
$735K - $838K
|
6.67K
$922K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.54KNew |
$721K - $821K
|
6.54K
$904K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
6.51K+ 13.38% |
$717K - $817K
|
55.1K
$7.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.42K+ 32.54% |
$708K - $807K
|
26.2K
$3.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.41K+ 13.38% |
$706K - $805K
|
54.3K
$7.51M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
6.33KNew |
$697K - $794K
|
6.33K
$875K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.19K+ 108.26% |
$682K - $777K
|
11.9K
$1.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
6.17K+ 11.09% |
$680K - $775K
|
61.9K
$8.55M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.99KNew |
$660K - $752K
|
5.99K
$828K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.88K+ 4.34% |
$648K - $738K
|
141K
$19.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
5.83K+ 7.66% |
$642K - $732K
|
81.9K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.44K+ 28.57% |
$600K - $683K
|
24.5K
$3.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
5.44K+ 330.52% |
$599K - $683K
|
7.08K
$979K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.94K+ 162.8% |
$544K - $620K
|
7.98K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.84KNew |
$533K - $608K
|
4.84K
$669K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.62K+ 4.95% |
$510K - $581K
|
98.1K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.58KNew |
$504K - $575K
|
4.58K
$633K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.37KNew |
$482K - $549K
|
4.37K
$604K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.17KNew |
$460K - $524K
|
4.17K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.12KNew |
$454K - $517K
|
4.12K
$569K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.07KNew |
$449K - $511K
|
4.07K
$563K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.95KNew |
$435K - $496K
|
3.95K
$546K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.81K+ 39.9% |
$420K - $478K
|
13.4K
$1.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.8K+ 5.02% |
$419K - $477K
|
79.6K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.78K+ 98.33% |
$416K - $474K
|
7.62K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.67K+ 74.22% |
$404K - $461K
|
8.61K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.63KNew |
$399K - $455K
|
3.63K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.62K+ 40.63% |
$399K - $455K
|
12.5K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
3.58K+ 7.1% |
$395K - $450K
|
54K
$7.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.58K+ 22.48% |
$394K - $449K
|
19.5K
$2.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.52KNew |
$388K - $442K
|
3.52K
$487K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.48K+ 75.88% |
$383K - $437K
|
8.06K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.47K+ 441.48% |
$382K - $436K
|
4.26K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.43KNew |
$378K - $431K
|
3.43K
$474K
|