Purchases and Sales Made in Q1 2023 in Spdr S&P Global Dividend ETF (WDIV)
This table provides information about the institutional ownership of Spdr S&P Global Dividend ETF (WDIV) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR S&P GLOBAL DIVIDEND ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.2K+ 233.72% |
$862K - $952K
|
21.7K
$1.42M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.2K+ 3.7% |
$862K - $952K
|
425K
$27.8M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15K+ 21.87% |
$851K - $940K
|
83.6K
$5.46M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15K+ 128.36% |
$851K - $940K
|
26.7K
$1.74M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5K+ 15.11% |
$652K - $721K
|
87.6K
$5.72M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 311.17% |
$608K - $672K
|
14.2K
$925K
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
9.74KNew |
$552K - $610K
|
9.74K
$636K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.57KNew |
$373K - $412K
|
6.57K
$429K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.13K+ 5.66% |
$348K - $384K
|
114K
$7.47M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.05K+ 27.84% |
$343K - $379K
|
27.8K
$1.81M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.88K+ 163.79% |
$334K - $369K
|
9.47K
$618K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.63K+ 146.81% |
$320K - $353K
|
9.47K
$618K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3.15K+ 67.44% |
$178K - $197K
|
7.81K
$510K
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.75K+ 73.3% |
$156K - $172K
|
6.5K
$425K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.73K+ 12.29% |
$155K - $171K
|
25K
$1.63M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
2.35K+ 34.78% |
$133K - $147K
|
9.1K
$594K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.3K+ 46.7% |
$130K - $144K
|
7.22K
$472K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.99KNew |
$113K - $124K
|
1.99K
$130K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.83K+ 23.23% |
$104K - $115K
|
9.7K
$633K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.67K+ 9.42% |
$94.6K - $105K
|
19.4K
$1.26M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 42.96% |
$91.7K - $101K
|
5.38K
$351K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 18.19% |
$61.6K - $68.1K
|
7.06K
$461K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.06K+ 9.11% |
$60K - $66.3K
|
12.7K
$827K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
968+ 14.61% |
$54.9K - $60.7K
|
7.59K
$496K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
587New |
$33.3K - $36.8K
|
587
$38.3K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
441New |
$25K - $27.6K
|
441
$28.8K
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
417+ 0.48% |
$23.7K - $26.1K
|
87.9K
$5.74M
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
397+ 3.91% |
$22.5K - $24.9K
|
10.6K
$690K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
292New |
$16.6K - $18.3K
|
292
$19.1K
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
275+ 4.75% |
$15.6K - $17.2K
|
6.06K
$396K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
273New |
$15.5K - $17.1K
|
273
$17.8K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
200New |
$11.3K - $12.5K
|
200
$13.1K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
178+ 25.21% |
$10.1K - $11.2K
|
884
$57.7K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
160+ 3.84% |
$9.08K - $10K
|
4.33K
$282K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
150New |
$8.51K - $9.4K
|
150
$9.8K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$8.51K - $9.4K
|
150
$9.8K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
142+ 1.36% |
$8.06K - $8.9K
|
10.5K
$689K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
72+ 0.24% |
$4.08K - $4.51K
|
29.5K
$1.93M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50+ 74.63% |
$2.84K - $3.13K
|
117
$7.64K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
35New |
$1.99K - $2.19K
|
35
$2.29K
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20+ 0.22% |
$1.13K - $1.25K
|
9.28K
$606K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 0.65% |
$113 - $125
|
312
$20.4K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-87- 1.0% |
$4.94K - $5.45K
|
8.6K
$562K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-120- 3.88% |
$6.81K - $7.52K
|
2.98K
$194K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-125- 3.14% |
$7.09K - $7.84K
|
3.86K
$252K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-188- 15.63% |
$10.7K - $11.8K
|
1.02K
$66.3K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-202- 4.53% |
$11.5K - $12.7K
|
4.25K
$278K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-238- 1.05% |
$13.5K - $14.9K
|
22.4K
$1.46M
|