Purchases and Sales Made in Q1 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 Q1 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
May 15, 2023 Q1 2023
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
150
+ 0.13%
$17.7K - $19.8K
113K $15.1M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
147
New
$17.3K - $19.4K
147 $19.7K
May 12, 2023 Q1 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
141
+ 6.17%
$16.6K - $18.6K
2.43K $325K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
138
+ 726.32%
$16.2K - $18.2K
157 $21K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
128
New
$15.1K - $16.9K
128 $17.1K
Jun 13, 2023 Q1 2023
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
126
New
$14.8K - $16.7K
126 $16.9K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
121
+ 1.9%
$14.2K - $16K
6.5K $870K
May 12, 2023 Q1 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
119
+ 0.64%
$14K - $15.7K
18.8K $2.52M
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
119
New
$14K - $15.7K
119 $15.9K
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
111
+ 1.6%
$13.1K - $14.7K
7.05K $944K
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
102
+ 1.9%
$12K - $13.5K
5.48K $734K
May 10, 2023 Q1 2023
Heritage Financial Services, LLC

BUY
 -
100
+ 1.45%
$11.8K - $13.2K
7K $937K
May 12, 2023 Q1 2023
Brown Shipley& CO LTD

London, X0
BUY
 -
100
New
$11.8K - $13.2K
100 $13.4K
May 03, 2023 Q1 2023
North Rock Partners, LLC

BUY
 -
100
+ 0.77%
$11.8K - $13.2K
13.1K $1.75M
May 11, 2023 Q1 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
99
+ 0.59%
$11.7K - $13.1K
16.9K $2.26M
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
98
New
$11.5K - $13K
98 $13.1K
Apr 10, 2023 Q1 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
97
+ 1.84%
$11.4K - $12.8K
5.36K $718K
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
96
+ 1.32%
$11.3K - $12.7K
7.39K $990K
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
92
New
$10.8K - $12.2K
92 $12.3K
Apr 11, 2023 Q1 2023
Aries Wealth Management

BUY
 -
82
+ 0.18%
$9.65K - $10.8K
46.9K $6.28M
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
80
+ 1.3%
$9.42K - $10.6K
6.25K $837K
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
76
+ 0.6%
$8.95K - $10K
12.8K $1.72M
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
75
+ 3.08%
$8.83K - $9.91K
2.51K $336K
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
73
+ 1.0%
$8.6K - $9.65K
7.36K $985K
May 01, 2023 Q1 2023
Iron Horse Wealth Management, LLC

BUY
 -
72
New
$8.48K - $9.52K
72 $9.64K
May 01, 2023 Q1 2023
Pfg Private Wealth Management, LLC

BUY
 -
70
+ 7.31%
$8.24K - $9.25K
1.03K $138K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
70
New
$8.24K - $9.25K
70 $9.37K
Apr 24, 2023 Q1 2023
Marion Wealth Management

BUY
 -
68
+ 1.35%
$8.01K - $8.99K
5.11K $684K
May 02, 2023 Q1 2023
Berkeley Capital Partners, LLC

BUY
 -
64
+ 2.9%
$7.54K - $8.46K
2.27K $304K
Apr 19, 2023 Q1 2023
Harbour Capital Advisors, LLC

BUY
 -
63
+ 0.36%
$7.42K - $8.33K
17.8K $2.38M
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
63
+ 2.88%
$7.42K - $8.33K
2.25K $302K
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
61
+ 1.25%
$7.18K - $8.06K
4.93K $660K
May 15, 2023 Q1 2023
Wealth Advisory Solutions, LLC

BUY
 -
60
+ 3.35%
$7.06K - $7.93K
1.85K $248K
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
57
+ 0.86%
$6.71K - $7.53K
6.67K $893K
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
56
+ 1.48%
$6.59K - $7.4K
3.85K $515K
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
55
New
$6.48K - $7.27K
55 $7.37K
May 15, 2023 Q1 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
54
+ 0.58%
$6.36K - $7.14K
9.42K $1.26M
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
54
+ 0.99%
$6.36K - $7.14K
5.49K $736K
May 23, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
53
+ 74.65%
$6.24K - $7.01K
124 $16.6K
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

BUY
 -
53
+ 0.85%
$6.24K - $7.01K
6.27K $839K
May 05, 2023 Q1 2023
Arcadia Investment Management Corp

BUY
 -
53
+ 11.7%
$6.24K - $7.01K
506 $67.8K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
51
+ 2.94%
$6K - $6.74K
1.79K $239K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
50
+ 5.16%
$5.89K - $6.61K
1.02K $136K
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
50
New
$5.89K - $6.61K
50 $6.7K
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
46
+ 1.4%
$5.42K - $6.08K
3.34K $447K
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
45
+ 1.64%
$5.3K - $5.95K
2.78K $372K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
44
+ 0.29%
$5.18K - $5.82K
15.4K $2.06M
Apr 19, 2023 Q1 2023
Richwood Investment Advisors, LLC

BUY
 -
44
+ 0.45%
$5.18K - $5.82K
9.79K $1.31M
May 08, 2023 Q1 2023
O'Brien Wealth Partners LLC

BUY
 -
42
+ 0.49%
$4.95K - $5.55K
8.59K $1.15M

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