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 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-173- 1.49% |
$20.4K - $22.9K
|
11.4K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-174- 7.53% |
$20.5K - $23K
|
2.14K
$285K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-178- 1.04% |
$21K - $23.5K
|
16.9K
$2.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-183- 0.63% |
$21.5K - $24.2K
|
28.9K
$3.86M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-187- 0.15% |
$22K - $24.7K
|
123K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-195- 5.77% |
$23K - $25.8K
|
3.19K
$426K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-198- 0.28% |
$23.3K - $26.2K
|
70.7K
$9.44M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-200- 1.23% |
$23.5K - $26.4K
|
16K
$2.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-200- 5.91% |
$23.5K - $26.4K
|
3.19K
$425K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-200- 9.44% |
$23.5K - $26.4K
|
1.92K
$256K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-200- 4.81% |
$23.5K - $26.4K
|
3.96K
$528K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-201- 3.62% |
$23.7K - $26.6K
|
5.36K
$715K
|
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-202- 6.23% |
$23.8K - $26.7K
|
3.04K
$406K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-203- 0.3% |
$23.9K - $26.8K
|
68K
$9.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-204- 3.13% |
$24K - $27K
|
6.31K
$842K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-209- 1.06% |
$24.6K - $27.6K
|
19.5K
$2.61M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-213- 6.52% |
$25.1K - $28.2K
|
3.06K
$408K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-214- 1.87% |
$25.2K - $28.3K
|
11.2K
$1.5M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-215- 2.04% |
$25.3K - $28.4K
|
10.3K
$1.38M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-217- 2.85% |
$25.5K - $28.7K
|
7.39K
$987K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-218- 0.9% |
$25.7K - $28.8K
|
23.9K
$3.19M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-225- 3.56% |
$26.5K - $29.7K
|
6.09K
$813K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-227- 2.86% |
$26.7K - $30K
|
7.71K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-231- 5.16% |
$27.2K - $30.5K
|
4.24K
$567K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-232- 4.64% |
$27.3K - $30.7K
|
4.76K
$636K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-233- 0.02% |
$27.4K - $30.8K
|
1.19M
$159M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-237- 4.58% |
$27.9K - $31.3K
|
4.93K
$659K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-248- 1.6% |
$29.2K - $32.8K
|
15.3K
$2.04M
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-250- 1.0% |
$29.4K - $33K
|
24.8K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-262- 7.6% |
$30.8K - $34.6K
|
3.19K
$425K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-264- 1.95% |
$31.1K - $34.9K
|
13.2K
$1.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-265- 6.59% |
$31.2K - $35K
|
3.76K
$502K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-275- 7.72% |
$32.4K - $36.3K
|
3.29K
$439K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-280- 13.19% |
$33K - $37K
|
1.84K
$246K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-281- 1.92% |
$33.1K - $37.1K
|
14.3K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-286- 6.91% |
$33.7K - $37.8K
|
3.85K
$514K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-289- 0.11% |
$34K - $38.2K
|
263K
$35.2M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-309- 0.46% |
$36.4K - $40.8K
|
66.6K
$8.89M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-316- 4.5% |
$37.2K - $41.8K
|
6.71K
$895K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-325- 3.11% |
$38.3K - $43K
|
10.1K
$1.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-331- 14.67% |
$39K - $43.8K
|
1.93K
$257K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-333- 8.37% |
$39.2K - $44K
|
3.64K
$487K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-335- 2.95% |
$39.4K - $44.3K
|
11K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-335- 1.5% |
$39.4K - $44.3K
|
22K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-338- 2.22% |
$39.8K - $44.7K
|
14.9K
$1.99M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-349- 1.26% |
$41.1K - $46.1K
|
27.3K
$3.65M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-351- 9.15% |
$41.3K - $46.4K
|
3.49K
$466K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-352- 3.07% |
$41.4K - $46.5K
|
11.1K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-357- 3.28% |
$42K - $47.2K
|
10.5K
$1.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-366- 2.31% |
$43.1K - $48.4K
|
15.5K
$2.07M
|