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
Apr 12, 2023 Q1 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
1.03K
+ 61.97%
$121K - $136K
2.69K $359K
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
1.01K
+ 9.33%
$119K - $134K
11.9K $1.59M
May 09, 2023 Q1 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1K
+ 5.04%
$118K - $132K
20.9K $2.79M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
989
+ 19.85%
$116K - $131K
5.97K $797K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
974
+ 4.45%
$115K - $129K
22.9K $3.05M
Apr 13, 2023 Q1 2023
Spinnaker Investment Group, LLC

BUY
 -
949
+ 11.34%
$112K - $125K
9.32K $1.24M
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
915
+ 3.26%
$108K - $121K
29K $3.87M
Sep 01, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
900
+ 209.3%
$106K - $119K
1.33K $178K
May 02, 2023 Q1 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
890
+ 46.04%
$105K - $118K
2.82K $377K
Apr 26, 2023 Q1 2023
First National Trust CO

BUY
 -
887
+ 14.7%
$104K - $117K
6.92K $924K
Apr 13, 2023 Q1 2023
Webster Bank, N. A.

BUY
 -
816
+ 163.2%
$96.1K - $108K
1.32K $176K
May 15, 2023 Q1 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
810
+ 2.72%
$95.4K - $107K
30.6K $4.09M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
768
+ 3.81%
$90.4K - $102K
20.9K $2.8M
May 09, 2023 Q1 2023
Armor Investment Advisors, LLC

BUY
 -
753
New
$88.7K - $99.5K
753 $101K
May 15, 2023 Q1 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
750
+ 1.56%
$88.3K - $99.1K
48.8K $6.52M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
715
New
$84.2K - $94.5K
715 $95.5K
May 03, 2023 Q1 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
686
+ 37.32%
$80.8K - $90.7K
2.52K $337K
Apr 20, 2023 Q1 2023
Avantax Planning Partners, Inc.

BUY
 -
669
+ 5.68%
$78.8K - $88.4K
12.4K $1.66M
May 11, 2023 Q1 2023
Planning Directions Inc

BUY
 -
666
+ 1.16%
$78.4K - $88K
58.2K $7.77M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
664
+ 2.61%
$78.2K - $87.8K
26.1K $3.48M
May 12, 2023 Q1 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
662
+ 1.04%
$77.9K - $87.5K
64.4K $8.6M
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
662
+ 1.44%
$77.9K - $87.5K
46.6K $6.23M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
654
+ 23.09%
$77K - $86.4K
3.49K $466K
Apr 19, 2023 Q1 2023
Carnegie Capital Asset Management, LLC

BUY
 -
652
+ 3.75%
$76.8K - $86.2K
18.1K $2.41M
May 10, 2023 Q1 2023
3 Edge Asset Management, LP

BUY
 -
649
+ 0.29%
$76.4K - $85.8K
227K $30.2M
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
646
+ 3.27%
$76.1K - $85.4K
20.4K $2.72M
May 15, 2023 Q1 2023
Interchange Capital Partners, LLC

BUY
 -
634
+ 15.79%
$74.6K - $83.8K
4.65K $621K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
625
+ 108.32%
$73.6K - $82.6K
1.2K $161K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
620
+ 8.28%
$73K - $82K
8.11K $1.08M
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
613
+ 17.9%
$72.2K - $81K
4.04K $539K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
607
+ 5.92%
$71.5K - $80.2K
10.9K $1.45M
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
605
New
$71.2K - $80K
605 $80.8K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
600
New
$70.6K - $79.3K
600 $80.1K
Apr 13, 2023 Q1 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
597
+ 5.22%
$70.3K - $78.9K
12K $1.61M
Apr 10, 2023 Q1 2023
Ironwood Wealth Management, Inc.

BUY
 -
593
+ 0.88%
$69.8K - $78.4K
67.7K $9.04M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
588
+ 10.85%
$69.2K - $77.7K
6.01K $802K
Apr 21, 2023 Q1 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
586
+ 19.66%
$69K - $77.5K
3.57K $476K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
584
+ 2.47%
$68.8K - $77.2K
24.2K $3.23M
May 08, 2023 Q1 2023
Yhb Investment Advisors, Inc.

BUY
 -
576
+ 9.39%
$67.8K - $76.1K
6.71K $896K
Apr 18, 2023 Q1 2023
Marshall Financial Group LLC

BUY
 -
569
+ 30.23%
$67K - $75.2K
2.45K $327K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
555
New
$65.3K - $73.4K
555 $74.1K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
516
+ 5.43%
$60.8K - $68.2K
10K $1.34M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
498
+ 1.29%
$58.6K - $65.8K
39K $5.2M
May 03, 2023 Q1 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
487
+ 5.2%
$57.3K - $64.4K
9.85K $1.32M
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
480
+ 11.96%
$56.5K - $63.4K
4.49K $600K
May 10, 2023 Q1 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
475
New
$55.9K - $62.8K
475 $63.4K
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
460
+ 14.25%
$54.2K - $60.8K
3.69K $492K
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
448
+ 1.53%
$52.7K - $59.2K
29.6K $3.96M
May 02, 2023 Q1 2023
Tfg Advisers LLC

BUY
 -
429
+ 4.4%
$50.5K - $56.7K
10.2K $1.36M

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