Purchases and Sales Made in Q1 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-2- 0.03% |
$235 - $264
|
6.1K
$814K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2- 0.06% |
$235 - $264
|
3.39K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2- 0.05% |
$235 - $264
|
4.37K
$584K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.14% |
$353 - $397
|
2.14K
$286K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4- 0.01% |
$471 - $529
|
26.9K
$3.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.2% |
$589 - $661
|
2.55K
$340K
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-7- 0.16% |
$824 - $925
|
4.26K
$569K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-7- 1.12% |
$824 - $925
|
617
$82.4K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-8- 0.03% |
$942 - $1.06K
|
31.6K
$4.22M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-9- 0.15% |
$1.06K - $1.19K
|
5.97K
$798K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-9- 0.12% |
$1.06K - $1.19K
|
7.32K
$977K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-9- 0.36% |
$1.06K - $1.19K
|
2.5K
$334K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-10- 33.33% |
$1.18K - $1.32K
|
20
$2.67K
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-11- 0.24% |
$1.3K - $1.45K
|
4.53K
$605K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 1.12% |
$1.41K - $1.59K
|
1.06K
$141K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13- 0.14% |
$1.53K - $1.72K
|
9.02K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-14- 0.4% |
$1.65K - $1.85K
|
3.45K
$460K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-14- 0.7% |
$1.65K - $1.85K
|
2K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14- 0.01% |
$1.65K - $1.85K
|
132K
$17.6M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 2.1% |
$1.77K - $1.98K
|
699
$93.3K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-15- 0.17% |
$1.77K - $1.98K
|
8.95K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-17- 0.84% |
$2K - $2.25K
|
2K
$267K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-17- 2.21% |
$2K - $2.25K
|
752
$100K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-18- 1.05% |
$2.12K - $2.38K
|
1.7K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-19- 1.22% |
$2.24K - $2.51K
|
1.54K
$206K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20- 0.77% |
$2.35K - $2.64K
|
2.59K
$346K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-23- 0.47% |
$2.71K - $3.04K
|
4.89K
$653K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-24- 0.06% |
$2.83K - $3.17K
|
43.1K
$5.76M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-24- 0.32% |
$2.83K - $3.17K
|
7.48K
$999K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-25- 0.33% |
$2.94K - $3.3K
|
7.49K
$1M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-25- 0.07% |
$2.94K - $3.3K
|
38.2K
$5.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-26- 0.2% |
$3.06K - $3.44K
|
13K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-26- 0.51% |
$3.06K - $3.44K
|
5.1K
$681K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-28- 0.43% |
$3.3K - $3.7K
|
6.41K
$856K
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-29- 0.28% |
$3.41K - $3.83K
|
10.2K
$1.37M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-30- 0.04% |
$3.53K - $3.97K
|
75.4K
$10.1M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-30- 15.87% |
$3.53K - $3.97K
|
159
$21.2K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-34- 0.14% |
$4K - $4.49K
|
25K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-35- 0.11% |
$4.12K - $4.63K
|
32.7K
$4.36M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-37- 0.65% |
$4.36K - $4.89K
|
5.68K
$758K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-38- 2.18% |
$4.47K - $5.02K
|
1.7K
$227K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-39- 0.51% |
$4.59K - $5.16K
|
7.63K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-40- 0.51% |
$4.71K - $5.29K
|
7.77K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-41- 0.85% |
$4.83K - $5.42K
|
4.79K
$639K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-44- 0.13% |
$5.18K - $5.82K
|
35.1K
$4.68M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-44- 0.26% |
$5.18K - $5.82K
|
16.8K
$2.24M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-45- 0.86% |
$5.3K - $5.95K
|
5.2K
$694K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-45Closed |
$5.3K - $5.95K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-47- 1.9% |
$5.53K - $6.21K
|
2.42K
$324K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-49- 0.15% |
$5.77K - $6.48K
|
33.3K
$4.45M
|