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 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-3.94K- 61.38% |
$464K - $521K
|
2.48K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-4K- 75.47% |
$471K - $529K
|
1.3K
$167K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.01K- 18.41% |
$472K - $530K
|
17.8K
$2.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-4.1K- 17.51% |
$483K - $542K
|
19.3K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-4.15K- 10.45% |
$489K - $549K
|
35.6K
$4.58M
|
|
|
May 11, 2023
Q1 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-4.22K- 19.43% |
$497K - $558K
|
17.5K
$2.25M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.25K- 2.25% |
$500K - $562K
|
185K
$23.8M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-4.34K- 1.99% |
$511K - $573K
|
214K
$27.5M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-4.5K- 0.7% |
$530K - $595K
|
635K
$81.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.74K- 19.13% |
$557K - $626K
|
20K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.33K- 5.01% |
$627K - $704K
|
101K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.33K- 75.88% |
$628K - $705K
|
1.7K
$218K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.41K- 5.27% |
$637K - $715K
|
97.1K
$12.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.44K- 21.55% |
$640K - $719K
|
19.8K
$2.55M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-5.96K- 32.35% |
$701K - $787K
|
12.5K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.02K- 1.3% |
$708K - $795K
|
458K
$59M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.2K- 2.75% |
$730K - $820K
|
219K
$28.2M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.35K- 5.69% |
$748K - $839K
|
105K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.38K- 7.79% |
$751K - $843K
|
75.5K
$9.72M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-6.54K- 10.36% |
$769K - $864K
|
56.6K
$7.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-6.65K- 30.88% |
$782K - $878K
|
14.9K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.86K- 1.83% |
$807K - $906K
|
368K
$47.4M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-7.08K- 6.62% |
$833K - $935K
|
99.8K
$12.8M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-7.39K- 23.28% |
$870K - $977K
|
24.4K
$3.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.58K- 13.69% |
$892K - $1M
|
47.8K
$6.15M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.22K- 8.8% |
$967K - $1.09M
|
85.1K
$11M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-8.28K- 73.21% |
$974K - $1.09M
|
3.03K
$390K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-8.34K- 65.9% |
$981K - $1.1M
|
4.31K
$555K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8.63K- 44.81% |
$1.02M - $1.14M
|
10.6K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-8.65K- 10.09% |
$1.02M - $1.14M
|
77.1K
$9.92M
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-8.7K- 58.76% |
$1.02M - $1.15M
|
6.11K
$786K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-8.84K- 14.05% |
$1.04M - $1.17M
|
54.1K
$6.96M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-9.05K- 12.41% |
$1.07M - $1.2M
|
63.9K
$8.23M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.13K- 62.81% |
$1.08M - $1.21M
|
5.41K
$696K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-9.17K- 10.6% |
$1.08M - $1.21M
|
77.3K
$9.95M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-9.22K- 5.86% |
$1.09M - $1.22M
|
148K
$19.1M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.23K- 2.24% |
$1.09M - $1.22M
|
404K
$52M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-9.58K- 15.14% |
$1.13M - $1.27M
|
53.7K
$6.91M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.2K- 91.16% |
$1.21M - $1.35M
|
993
$128K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-10.3K- 1.37% |
$1.22M - $1.36M
|
744K
$95.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-11.3K- 47.95% |
$1.33M - $1.49M
|
12.2K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-11.4K- 23.91% |
$1.34M - $1.5M
|
36.1K
$4.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-11.4K- 15.9% |
$1.34M - $1.51M
|
60.4K
$7.77M
|
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-11.5K- 72.87% |
$1.35M - $1.52M
|
4.27K
$549K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.7K- 81.82% |
$1.38M - $1.55M
|
2.6K
$335K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.1K- 26.66% |
$1.42M - $1.6M
|
33.2K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-13.2K- 30.63% |
$1.56M - $1.75M
|
29.9K
$3.85M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.6K- 32.62% |
$1.6M - $1.8M
|
28.1K
$3.62M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-14K- 77.76% |
$1.64M - $1.84M
|
3.99K
$514K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-14.3K- 53.32% |
$1.68M - $1.89M
|
12.5K
$1.61M
|