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 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-370- 1.22% |
$43.6K - $48.9K
|
29.9K
$4M
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-382- 8.06% |
$45K - $50.5K
|
4.36K
$582K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-382- 6.87% |
$45K - $50.5K
|
5.18K
$691K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-386- 14.26% |
$45.4K - $51K
|
2.32K
$310K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-389- 3.15% |
$45.8K - $51.4K
|
12K
$1.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-408- 17.72% |
$48K - $53.9K
|
1.9K
$253K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-412- 8.2% |
$48.5K - $54.5K
|
4.61K
$616K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-415- 46.11% |
$48.9K - $54.9K
|
485
$64.8K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-419- 1.54% |
$49.3K - $55.4K
|
26.7K
$3.57M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-422- 12.55% |
$49.7K - $55.8K
|
2.94K
$393K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-444- 1.0% |
$52.3K - $58.7K
|
44K
$5.87M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-445- 0.45% |
$52.4K - $58.8K
|
98.1K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-457- 9.38% |
$53.8K - $60.4K
|
4.41K
$589K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-458- 3.1% |
$53.9K - $60.5K
|
14.3K
$1.91M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-465- 12.25% |
$54.7K - $61.5K
|
3.33K
$445K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-485- 2.35% |
$57.1K - $64.1K
|
20.2K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-491- 0.12% |
$57.8K - $64.9K
|
411K
$54.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-492- 0.38% |
$57.9K - $65K
|
129K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-500- 0.92% |
$58.9K - $66.1K
|
54.1K
$7.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-505- 4.12% |
$59.5K - $66.8K
|
11.8K
$1.57M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-509- 1.32% |
$59.9K - $67.3K
|
38K
$5.07M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-521- 2.5% |
$61.3K - $68.9K
|
20.3K
$2.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-561- 0.49% |
$66.1K - $74.2K
|
113K
$15.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-569- 3.13% |
$67K - $75.2K
|
17.6K
$2.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-569- 6.15% |
$67K - $75.2K
|
8.68K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-571- 2.17% |
$67.2K - $75.5K
|
25.7K
$3.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-572- 67.93% |
$67.3K - $75.6K
|
270
$36.1K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-591- 9.22% |
$69.6K - $78.1K
|
5.82K
$777K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-593- 25.2% |
$69.8K - $78.4K
|
1.76K
$235K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-598- 3.07% |
$70.4K - $79K
|
18.9K
$2.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-602- 0.67% |
$70.9K - $79.6K
|
89.5K
$12M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-637- 0.71% |
$75K - $84.2K
|
89K
$11.9M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-637- 8.57% |
$75K - $84.2K
|
6.8K
$907K
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-643- 83.18% |
$75.7K - $85K
|
130
$17.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-645- 1.34% |
$75.9K - $85.3K
|
47.4K
$6.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-648- 4.37% |
$76.3K - $85.7K
|
14.2K
$1.9M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-667- 4.35% |
$78.5K - $88.2K
|
14.7K
$1.96M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-674- 15.13% |
$79.4K - $89.1K
|
3.78K
$505K
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-674- 2.41% |
$79.4K - $89.1K
|
27.3K
$3.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-687- 4.99% |
$80.9K - $90.8K
|
13.1K
$1.75M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-695- 0.93% |
$81.8K - $91.9K
|
73.9K
$9.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-700- 27.17% |
$82.4K - $92.5K
|
1.88K
$251K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-712- 1.06% |
$83.8K - $94.1K
|
66.4K
$8.86M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-737- 10.44% |
$86.8K - $97.4K
|
6.32K
$844K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-742- 4.18% |
$87.4K - $98.1K
|
17K
$2.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-749- 8.72% |
$88.2K - $99K
|
7.84K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-754- 5.99% |
$88.8K - $99.7K
|
11.8K
$1.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-757- 30.71% |
$89.1K - $100K
|
1.71K
$228K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-768- 22.0% |
$90.4K - $102K
|
2.72K
$364K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-794- 0.46% |
$93.5K - $105K
|
171K
$22.8M
|