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 |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
4.58K+ 28.2% |
$539K - $605K
|
20.8K
$2.78M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.56KNew |
$537K - $602K
|
4.56K
$608K
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.31K+ 47.85% |
$507K - $569K
|
13.3K
$1.78M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
4.26K+ 0.63% |
$501K - $563K
|
683K
$91.2M
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
4.05K+ 9.98% |
$477K - $536K
|
44.7K
$5.96M
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.03KNew |
$474K - $533K
|
4.03K
$538K
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3.95K+ 2.63% |
$465K - $522K
|
154K
$20.5M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.94KNew |
$464K - $521K
|
3.94K
$526K
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.84KNew |
$452K - $508K
|
3.84K
$513K
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.81KNew |
$449K - $504K
|
3.81K
$509K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.68KNew |
$433K - $486K
|
3.68K
$491K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.66K+ 44.96% |
$430K - $483K
|
11.8K
$1.57M
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
3.58K+ 57.34% |
$422K - $473K
|
9.83K
$1.31M
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.57K+ 157.63% |
$421K - $472K
|
5.84K
$780K
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
3.42K+ 78.24% |
$403K - $452K
|
7.8K
$1.04M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.32K+ 190.42% |
$391K - $439K
|
5.07K
$676K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.15KNew |
$371K - $417K
|
3.15K
$421K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 38.71% |
$357K - $400K
|
10.9K
$1.45M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.02K+ 2.96% |
$356K - $400K
|
105K
$14.1M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.92K+ 3.09% |
$343K - $385K
|
97.2K
$13M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.89K+ 3.36% |
$340K - $382K
|
89K
$11.9M
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.8K+ 139900.0% |
$329K - $370K
|
2.8K
$374K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.78K+ 10.39% |
$327K - $367K
|
29.5K
$3.94M
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.77KNew |
$326K - $366K
|
2.77K
$369K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.7KNew |
$318K - $357K
|
2.7K
$361K
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.61K+ 3.29% |
$307K - $345K
|
82K
$10.9M
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.6K+ 3.71% |
$306K - $344K
|
72.6K
$9.69M
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.59K+ 7.68% |
$305K - $343K
|
36.4K
$4.86M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.52KNew |
$297K - $333K
|
2.52K
$337K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.52K+ 5.29% |
$296K - $333K
|
50.2K
$6.7M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.43KNew |
$286K - $321K
|
2.43K
$324K
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
2.41K+ 5.3% |
$284K - $319K
|
48K
$6.4M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.41K+ 0.53% |
$284K - $318K
|
459K
$61.2M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.4K+ 24.64% |
$282K - $317K
|
12.1K
$1.62M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.38KNew |
$280K - $315K
|
2.38K
$318K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.37K+ 1.85% |
$279K - $313K
|
131K
$17.4M
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.33K+ 16.35% |
$274K - $307K
|
16.5K
$2.21M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.25K+ 2.61% |
$265K - $298K
|
88.4K
$11.8M
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.21KNew |
$260K - $292K
|
2.21K
$295K
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.2KNew |
$259K - $291K
|
2.2K
$294K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.19KNew |
$258K - $289K
|
2.19K
$292K
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.14KNew |
$252K - $283K
|
2.14K
$286K
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.12K+ 67.74% |
$250K - $281K
|
5.26K
$702K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.12K+ 18.22% |
$249K - $280K
|
13.7K
$1.83M
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.11K+ 3.46% |
$248K - $278K
|
63K
$8.41M
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.06K+ 15.83% |
$243K - $273K
|
15.1K
$2.02M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.05K+ 11.69% |
$241K - $270K
|
19.5K
$2.61M
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2.03KNew |
$239K - $269K
|
2.03K
$272K
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.03K+ 0.88% |
$239K - $269K
|
234K
$31.3M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.03KNew |
$239K - $268K
|
2.03K
$271K
|