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
May 15, 2023 Q1 2023
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
150
+ 0.13%
$17.7K - $19.8K
113K $14.5M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
147
New
$17.3K - $19.4K
147 $18.9K
May 12, 2023 Q1 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
141
+ 6.17%
$16.6K - $18.6K
2.43K $312K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
138
+ 726.32%
$16.2K - $18.2K
157 $20.2K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
128
New
$15.1K - $16.9K
128 $16.5K
Jun 13, 2023 Q1 2023
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
126
New
$14.8K - $16.7K
126 $16.2K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
121
+ 1.9%
$14.2K - $16K
6.5K $837K
May 12, 2023 Q1 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
119
+ 0.64%
$14K - $15.7K
18.8K $2.42M
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
119
New
$14K - $15.7K
119 $15.3K
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
111
+ 1.6%
$13.1K - $14.7K
7.05K $907K
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
102
+ 1.9%
$12K - $13.5K
5.48K $706K
May 10, 2023 Q1 2023
Heritage Financial Services, LLC

BUY
 -
100
+ 1.45%
$11.8K - $13.2K
7K $901K
May 12, 2023 Q1 2023
Brown Shipley& CO LTD

London, X0
BUY
 -
100
New
$11.8K - $13.2K
100 $12.9K
May 03, 2023 Q1 2023
North Rock Partners, LLC

BUY
 -
100
+ 0.77%
$11.8K - $13.2K
13.1K $1.68M
May 11, 2023 Q1 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
99
+ 0.59%
$11.7K - $13.1K
16.9K $2.17M
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
98
New
$11.5K - $13K
98 $12.6K
Apr 10, 2023 Q1 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
97
+ 1.84%
$11.4K - $12.8K
5.36K $690K
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
96
+ 1.32%
$11.3K - $12.7K
7.39K $952K
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
92
New
$10.8K - $12.2K
92 $11.8K
Apr 11, 2023 Q1 2023
Aries Wealth Management

BUY
 -
82
+ 0.18%
$9.65K - $10.8K
46.9K $6.03M
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
80
+ 1.3%
$9.42K - $10.6K
6.25K $804K
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
76
+ 0.6%
$8.95K - $10K
12.8K $1.65M
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
75
+ 3.08%
$8.83K - $9.91K
2.51K $323K
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
73
+ 1.0%
$8.6K - $9.65K
7.36K $947K
May 01, 2023 Q1 2023
Iron Horse Wealth Management, LLC

BUY
 -
72
New
$8.48K - $9.52K
72 $9.27K
May 01, 2023 Q1 2023
Pfg Private Wealth Management, LLC

BUY
 -
70
+ 7.31%
$8.24K - $9.25K
1.03K $132K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
70
New
$8.24K - $9.25K
70 $9.01K
Apr 24, 2023 Q1 2023
Marion Wealth Management

BUY
 -
68
+ 1.35%
$8.01K - $8.99K
5.11K $658K
May 02, 2023 Q1 2023
Berkeley Capital Partners, LLC

BUY
 -
64
+ 2.9%
$7.54K - $8.46K
2.27K $292K
Apr 19, 2023 Q1 2023
Harbour Capital Advisors, LLC

BUY
 -
63
+ 0.36%
$7.42K - $8.33K
17.8K $2.29M
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
63
+ 2.88%
$7.42K - $8.33K
2.25K $290K
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
61
+ 1.25%
$7.18K - $8.06K
4.93K $634K
May 15, 2023 Q1 2023
Wealth Advisory Solutions, LLC

BUY
 -
60
+ 3.35%
$7.06K - $7.93K
1.85K $238K
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
57
+ 0.86%
$6.71K - $7.53K
6.67K $859K
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
56
+ 1.48%
$6.59K - $7.4K
3.85K $495K
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
55
New
$6.48K - $7.27K
55 $7.08K
May 15, 2023 Q1 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
54
+ 0.58%
$6.36K - $7.14K
9.42K $1.21M
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
54
+ 0.99%
$6.36K - $7.14K
5.49K $707K
May 23, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
53
+ 74.65%
$6.24K - $7.01K
124 $16K
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

BUY
 -
53
+ 0.85%
$6.24K - $7.01K
6.27K $807K
May 05, 2023 Q1 2023
Arcadia Investment Management Corp

BUY
 -
53
+ 11.7%
$6.24K - $7.01K
506 $65.1K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
51
+ 2.94%
$6K - $6.74K
1.79K $230K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
50
+ 5.16%
$5.89K - $6.61K
1.02K $131K
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
50
New
$5.89K - $6.61K
50 $6.44K
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
46
+ 1.4%
$5.42K - $6.08K
3.34K $430K
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
45
+ 1.64%
$5.3K - $5.95K
2.78K $358K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
44
+ 0.29%
$5.18K - $5.82K
15.4K $1.98M
Apr 19, 2023 Q1 2023
Richwood Investment Advisors, LLC

BUY
 -
44
+ 0.45%
$5.18K - $5.82K
9.79K $1.26M
May 08, 2023 Q1 2023
O'Brien Wealth Partners LLC

BUY
 -
42
+ 0.49%
$4.95K - $5.55K
8.59K $1.11M

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