Purchases and Sales Made in Q4 2023 in Spdr Series Tr Spdr S&P Divide (SDY)

SDY Quotes by TradingView

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 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.04K
New
$115K - $131K
1.04K $145K
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
1.04K
+ 280.54%
$114K - $130K
1.41K $197K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.03K
+ 13.4%
$114K - $130K
8.74K $1.22M
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.03K
+ 17.72%
$113K - $129K
6.82K $953K
Jan 23, 2024 Q4 2023
Walkner Condon Financial Advisors LLC

BUY
 -
1K
+ 26.3%
$110K - $126K
4.8K $671K
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
967
+ 2.43%
$107K - $121K
40.8K $5.69M
Feb 08, 2024 Q4 2023
North Rock Partners, LLC

BUY
 -
959
+ 8.49%
$106K - $120K
12.3K $1.71M
Feb 09, 2024 Q4 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
925
+ 23.77%
$102K - $116K
4.82K $673K
Feb 12, 2024 Q4 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
900
+ 128.02%
$99.2K - $113K
1.6K $224K
Jan 31, 2024 Q4 2023
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
861
New
$94.9K - $108K
861 $120K
Feb 05, 2024 Q4 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
858
+ 4.82%
$94.6K - $108K
18.7K $2.61M
Feb 14, 2024 Q4 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
850
+ 19.59%
$93.7K - $107K
5.19K $725K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
840
+ 12.68%
$92.6K - $105K
7.47K $1.04M
Feb 14, 2024 Q4 2023
Planning Capital Management Corp

Paoli, PA
BUY
 -
778
New
$85.7K - $97.7K
778 $109K
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

BUY
 -
760
+ 9.73%
$83.8K - $95.4K
8.57K $1.2M
Feb 14, 2024 Q4 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
758
+ 2.51%
$83.5K - $95.2K
31K $4.33M
Jan 19, 2024 Q4 2023
Armor Investment Advisors, LLC

BUY
 -
753
New
$83K - $94.6K
753 $105K
Feb 13, 2024 Q4 2023
American Money Management, LLC

BUY
 -
752
+ 1.26%
$82.9K - $94.4K
60.3K $8.42M
Feb 13, 2024 Q4 2023
Fifth Third Securities, Inc.

BUY
 -
742
+ 2.92%
$81.8K - $93.2K
26.2K $3.66M
Jan 25, 2024 Q4 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
720
+ 1531.91%
$79.3K - $90.4K
767 $107K
Jan 29, 2024 Q4 2023
Round Rock Advisors, LLC

BUY
 -
716
+ 16.16%
$78.9K - $89.9K
5.15K $719K
Feb 09, 2024 Q4 2023
Hourglass Capital, LLC

BUY
 -
711
+ 6.31%
$78.4K - $89.3K
12K $1.67M
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
706
New
$77.8K - $88.7K
706 $98.6K
Feb 14, 2024 Q4 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
678
+ 3.61%
$74.7K - $85.1K
19.4K $2.72M
Feb 12, 2024 Q4 2023
Money Concepts Capital Corp

BUY
 -
664
+ 34.48%
$73.2K - $83.4K
2.59K $362K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
658
+ 1.55%
$72.5K - $82.6K
43K $6.01M
Jan 19, 2024 Q4 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
630
+ 8.59%
$69.4K - $79.1K
7.97K $1.11M
Feb 05, 2024 Q4 2023
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
619
+ 8.71%
$68.2K - $77.7K
7.73K $1.08M
Feb 14, 2024 Q4 2023
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
617
New
$68K - $77.5K
617 $86.2K
Jan 12, 2024 Q4 2023
New Hampshire Trust

Concord, NH
BUY
 -
604
+ 23.84%
$66.6K - $75.9K
3.14K $438K
Jan 08, 2024 Q4 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
589
+ 6.71%
$64.9K - $74K
9.37K $1.31M
Jan 10, 2024 Q4 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
588
+ 7.01%
$64.8K - $73.8K
8.98K $1.25M
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
563
+ 13.57%
$62K - $70.7K
4.71K $658K
Feb 07, 2024 Q4 2023
Ieq Capital, LLC

BUY
 -
563
+ 1.41%
$62K - $70.7K
40.6K $5.67M
Jan 22, 2024 Q4 2023
Seven Bridge Financial Group, LLC

BUY
 -
530
+ 8.59%
$58.4K - $66.6K
6.7K $936K
Feb 12, 2024 Q4 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
526
+ 8.84%
$58K - $66.1K
6.48K $905K
Jan 18, 2024 Q4 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
523
New
$57.6K - $65.7K
523 $73.1K
Feb 09, 2024 Q4 2023
H&H Retirement Design & Management Inc

BUY
 -
514
+ 6.09%
$56.6K - $64.5K
8.96K $1.25M
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

BUY
 -
507
+ 0.98%
$55.9K - $63.7K
52.3K $7.31M
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
506
New
$55.8K - $63.5K
506 $70.7K
Feb 06, 2024 Q4 2023
Regions Financial Corp

BUY
 -
502
+ 0.92%
$55.3K - $63K
55.1K $7.7M
Feb 07, 2024 Q4 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
500
+ 13.14%
$55.1K - $62.8K
4.31K $601K
Feb 09, 2024 Q4 2023
Argent Trust CO

Nashville, TN
BUY
 -
500
+ 2.38%
$55.1K - $62.8K
21.5K $3M
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
498
+ 8300.0%
$54.9K - $62.5K
504 $70.4K
Feb 14, 2024 Q4 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
472
+ 16.2%
$52K - $59.3K
3.39K $473K
Jan 22, 2024 Q4 2023
Pfg Private Wealth Management, LLC

BUY
 -
469
+ 49.37%
$51.7K - $58.9K
1.42K $198K
Apr 22, 2024 Q4 2023
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
445
New
$49K - $55.9K
445 $62.2K
Jan 30, 2024 Q4 2023
Ballast Advisors LLC

BUY
 -
441
+ 37.22%
$48.6K - $55.4K
1.63K $227K
Aug 28, 2024 Q4 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
438
+ 0.91%
$48.3K - $55K
48.5K $6.78M

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