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 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
418
+ 13.84%
$49.2K - $55.3K
3.44K $459K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
411
+ 1.48%
$48.4K - $54.3K
28.2K $3.77M
May 02, 2023 Q1 2023
Magnolia Capital Management LTD

BUY
 -
401
+ 11.46%
$47.2K - $53K
3.9K $521K
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
399
+ 1.28%
$47K - $52.7K
31.6K $4.22M
May 02, 2023 Q1 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
396
+ 12.89%
$46.6K - $52.3K
3.47K $463K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
386
+ 3.02%
$45.4K - $51K
13.2K $1.76M
May 04, 2023 Q1 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
374
+ 0.91%
$44K - $49.4K
41.7K $5.56M
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
374
+ 83.11%
$44K - $49.4K
824 $110K
May 03, 2023 Q1 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
353
+ 1217.24%
$41.6K - $46.7K
382 $51K
May 08, 2023 Q1 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
352
+ 1.39%
$41.4K - $46.5K
25.6K $3.42M
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
338
+ 4.07%
$39.8K - $44.7K
8.65K $1.15M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
325
+ 2.54%
$38.3K - $43K
13.1K $1.75M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
321
+ 115.47%
$37.8K - $42.4K
599 $80K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
319
+ 8.6%
$37.6K - $42.2K
4.03K $538K
Apr 18, 2023 Q1 2023
West Financial Advisors, LLC

BUY
 -
294
New
$34.6K - $38.9K
294 $39.3K
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
283
+ 13.24%
$33.3K - $37.4K
2.42K $323K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
282
+ 10.38%
$33.2K - $37.3K
3K $401K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
279
+ 0.71%
$32.8K - $36.9K
39.7K $5.31M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
275
New
$32.4K - $36.3K
275 $36.7K
May 04, 2023 Q1 2023
Cornerstone Advisory, LLC

BUY
 -
268
+ 0.48%
$31.6K - $35.4K
56.5K $7.54M
Apr 17, 2023 Q1 2023
All Season Financial Advisors, Inc.

BUY
 -
266
+ 4.06%
$31.3K - $35.2K
6.82K $911K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
266
+ 35.33%
$31.3K - $35.2K
1.02K $136K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
265
+ 26.47%
$31.2K - $35K
1.27K $169K
Apr 24, 2023 Q1 2023
Ridgecrest Wealth Partners, LLC

BUY
 -
254
+ 10.37%
$29.9K - $33.6K
2.7K $361K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
253
+ 1.54%
$29.8K - $33.4K
16.7K $2.23M
Apr 26, 2023 Q1 2023
Atlas Private Wealth Management

BUY
 -
252
+ 14.81%
$29.7K - $33.3K
1.95K $261K
Apr 24, 2023 Q1 2023
Beacon Capital Management, Inc.

BUY
 -
250
New
$29.4K - $33K
250 $33.4K
May 11, 2023 Q1 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
243
+ 3.63%
$28.6K - $32.1K
6.94K $927K
Apr 11, 2023 Q1 2023
Butensky & Cohen Financial Security, Inc

BUY
 -
237
+ 3.35%
$27.9K - $31.3K
7.32K $977K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
232
+ 47.25%
$27.3K - $30.7K
723 $96.5K
May 02, 2023 Q1 2023
Neumann Capital Management, LLC

BUY
 -
220
+ 0.31%
$25.9K - $29.1K
70.3K $9.39M
Apr 25, 2023 Q1 2023
Millburn Ridgefield Corp

BUY
 -
206
+ 515.0%
$24.3K - $27.2K
246 $32.8K
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
206
New
$24.3K - $27.2K
206 $27.5K
May 04, 2023 Q1 2023
Barclays PLC

London, X0
BUY
 -
200
New
$23.5K - $26.4K
200 $26.7K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
199
+ 32.89%
$23.4K - $26.3K
804 $107K
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
197
+ 1.21%
$23.2K - $26K
16.5K $2.2M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
193
+ 1.0%
$22.7K - $25.5K
19.4K $2.6M
May 15, 2023 Q1 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
186
+ 3.62%
$21.9K - $24.6K
5.32K $710K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
181
+ 1.06%
$21.3K - $23.9K
17.3K $2.31M
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
180
+ 4.83%
$21.2K - $23.8K
3.91K $522K
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
178
+ 3.66%
$21K - $23.5K
5.05K $674K
Apr 12, 2023 Q1 2023
Matrix Trust CO

BUY
 -
172
New
$20.3K - $22.7K
172 $23K
May 10, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
169
+ 28.99%
$19.9K - $22.3K
752 $100K
Apr 11, 2023 Q1 2023
Berkshire Bank

BUY
 -
167
+ 2.24%
$19.7K - $22.1K
7.62K $1.02M
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
165
+ 5.79%
$19.4K - $21.8K
3.01K $402K
May 04, 2023 Q1 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
160
+ 5.98%
$18.8K - $21.1K
2.84K $379K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
150
New
$17.7K - $19.8K
150 $20K
May 09, 2023 Q1 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
150
+ 3.18%
$17.7K - $19.8K
4.87K $650K
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
150
+ 0.59%
$17.7K - $19.8K
25.7K $3.43M

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