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 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.6K- 22.27% |
$188K - $211K
|
5.58K
$725K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.62K- 12.41% |
$191K - $214K
|
11.4K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.67K- 99.88% |
$196K - $220K
|
2
$260
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.68K- 38.43% |
$198K - $222K
|
2.69K
$350K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.69K- 36.31% |
$199K - $223K
|
2.96K
$385K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.75K- 7.67% |
$206K - $231K
|
21K
$2.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.77K- 5.64% |
$208K - $233K
|
29.5K
$3.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.77K- 10.76% |
$208K - $233K
|
14.7K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.79K- 3.98% |
$211K - $237K
|
43.3K
$5.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.81K- 2.99% |
$213K - $239K
|
58.7K
$7.63M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.82K- 9.97% |
$214K - $241K
|
16.4K
$2.13M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.86K- 3.62% |
$219K - $246K
|
49.5K
$6.43M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.86K- 1.44% |
$219K - $246K
|
128K
$16.6M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.89K- 2.88% |
$223K - $250K
|
63.8K
$8.28M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.92K- 2.31% |
$226K - $254K
|
81.3K
$10.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.93K- 13.41% |
$227K - $254K
|
12.4K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.13K- 14.14% |
$251K - $282K
|
12.9K
$1.68M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.19K- 2.66% |
$257K - $289K
|
79.9K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.21K- 34.49% |
$261K - $293K
|
4.2K
$546K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.29K- 9.31% |
$269K - $302K
|
22.3K
$2.89M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.3K- 2.39% |
$271K - $304K
|
94K
$12.2M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.33K- 2.45% |
$274K - $308K
|
92.8K
$12M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.38K- 3.12% |
$280K - $314K
|
73.7K
$9.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.39K- 12.81% |
$281K - $316K
|
16.2K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.48K- 10.66% |
$292K - $328K
|
20.8K
$2.7M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.49K- 1.87% |
$293K - $328K
|
131K
$17M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.52K- 2.33% |
$297K - $333K
|
105K
$13.7M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.53K- 36.59% |
$297K - $334K
|
4.38K
$569K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.55K- 62.2% |
$300K - $337K
|
1.55K
$201K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.55K- 62.2% |
$300K - $337K
|
1.55K
$201K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-2.56K- 54.29% |
$301K - $338K
|
2.15K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.56K- 0.09% |
$302K - $339K
|
2.7M
$350M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.58K- 4.8% |
$303K - $340K
|
51.1K
$6.64M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.58K- 49.48% |
$304K - $341K
|
2.63K
$342K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.59K- 5.04% |
$304K - $342K
|
48.7K
$6.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.6K- 45.38% |
$306K - $344K
|
3.13K
$407K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.63K- 21.88% |
$310K - $348K
|
9.39K
$1.22M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.64K- 30.59% |
$310K - $348K
|
5.98K
$777K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.74K- 6.19% |
$323K - $363K
|
41.6K
$5.4M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.79K- 33.71% |
$328K - $369K
|
5.49K
$713K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.81K- 4.18% |
$330K - $371K
|
64.3K
$8.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.83K- 2.73% |
$333K - $374K
|
101K
$13.1M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.87K- 65.4% |
$338K - $379K
|
1.52K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.9K- 2.16% |
$341K - $383K
|
131K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.91K- 18.32% |
$343K - $385K
|
13K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.94K- 2.5% |
$346K - $388K
|
114K
$14.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.94K- 37.5% |
$346K - $389K
|
4.9K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.04K- 4.55% |
$358K - $402K
|
63.8K
$8.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.1K- 5.59% |
$365K - $409K
|
52.3K
$6.8M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.2K- 37.67% |
$377K - $423K
|
5.3K
$688K
|