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 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.33K+ 0.79% |
$367K - $418K
|
427K
$60.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.31K+ 126.37% |
$364K - $415K
|
5.92K
$842K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
3.29K+ 1223.79% |
$363K - $413K
|
3.56K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.29KNew |
$362K - $413K
|
3.29K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.25KNew |
$358K - $408K
|
3.25K
$462K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
3.23KNew |
$355K - $405K
|
3.23K
$458K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.2K+ 6.35% |
$352K - $401K
|
53.5K
$7.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.14KNew |
$346K - $394K
|
3.14K
$446K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.13KNew |
$345K - $393K
|
3.13K
$445K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.11KNew |
$343K - $390K
|
3.11K
$442K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.09KNew |
$341K - $388K
|
3.09K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.05KNew |
$336K - $383K
|
3.05K
$433K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.98K+ 149.17% |
$328K - $374K
|
4.97K
$706K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.94K+ 61.02% |
$323K - $369K
|
7.75K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
2.9K+ 6.51% |
$320K - $365K
|
47.5K
$6.75M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.9K+ 12.24% |
$319K - $364K
|
26.6K
$3.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.88KNew |
$317K - $362K
|
2.88K
$409K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.84K+ 0.25% |
$312K - $356K
|
1.12M
$159M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.83KNew |
$312K - $356K
|
2.83K
$403K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.78K+ 0.12% |
$306K - $348K
|
2.37M
$337M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.74K+ 1.59% |
$302K - $344K
|
175K
$24.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.65KNew |
$292K - $333K
|
2.65K
$377K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.61KNew |
$288K - $328K
|
2.61K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.59K+ 6.03% |
$285K - $325K
|
45.5K
$6.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.55K+ 432.2% |
$281K - $320K
|
3.14K
$446K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.52K+ 31.66% |
$277K - $316K
|
10.5K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.46K+ 17.02% |
$271K - $309K
|
16.9K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.45KNew |
$270K - $307K
|
2.45K
$348K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.34K+ 3.03% |
$258K - $294K
|
79.6K
$11.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.29KNew |
$252K - $287K
|
2.29K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.26KNew |
$249K - $284K
|
2.26K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.24KNew |
$246K - $281K
|
2.24K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.21KNew |
$244K - $278K
|
2.21K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.21KNew |
$243K - $277K
|
2.21K
$313K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.18K+ 5.85% |
$240K - $273K
|
39.3K
$5.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$237K - $270K
|
2.15K
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.13K+ 54.21% |
$235K - $268K
|
6.07K
$862K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.06K+ 52.22% |
$227K - $258K
|
6K
$853K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.05K+ 1041.12% |
$226K - $258K
|
2.25K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.05K+ 19.48% |
$226K - $257K
|
12.6K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.04KNew |
$225K - $257K
|
2.04K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.02KNew |
$222K - $253K
|
2.02K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2KNew |
$220K - $251K
|
2K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.97KNew |
$218K - $248K
|
1.97K
$281K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.97KNew |
$217K - $247K
|
1.97K
$280K
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.97KNew |
$217K - $247K
|
1.97K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.96K+ 1.11% |
$215K - $246K
|
179K
$25.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.94KNew |
$214K - $244K
|
1.94K
$276K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.93KNew |
$212K - $242K
|
1.93K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.92KNew |
$211K - $241K
|
1.92K
$273K
|