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 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
36New |
$4.24K - $4.76K
|
36
$4.63K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
36+ 0.23% |
$4.24K - $4.76K
|
15.9K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 0.38% |
$4.12K - $4.63K
|
9.35K
$1.2M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
34+ 0.75% |
$4K - $4.49K
|
4.58K
$589K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
33+ 0.38% |
$3.89K - $4.36K
|
8.76K
$1.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
32+ 0.35% |
$3.77K - $4.23K
|
9.12K
$1.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
31+ 0.33% |
$3.65K - $4.1K
|
9.35K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
30+ 0.26% |
$3.53K - $3.97K
|
11.7K
$1.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30+ 0.21% |
$3.53K - $3.97K
|
14.5K
$1.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.38% |
$3.18K - $3.57K
|
7.1K
$914K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
27+ 1.69% |
$3.18K - $3.57K
|
1.63K
$209K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
25+ 0.28% |
$2.94K - $3.3K
|
8.81K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
25+ 8.17% |
$2.94K - $3.3K
|
331
$42.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
24+ 0.2% |
$2.83K - $3.17K
|
12.2K
$1.58M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 0.21% |
$2.71K - $3.04K
|
11.1K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
23+ 0.42% |
$2.71K - $3.04K
|
5.52K
$710K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
22+ 0.61% |
$2.59K - $2.91K
|
3.61K
$465K
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
22+ 0.03% |
$2.59K - $2.91K
|
64.1K
$8.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
21+ 0.22% |
$2.47K - $2.78K
|
9.54K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20+ 0.03% |
$2.35K - $2.64K
|
72.5K
$9.34M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
20+ 0.22% |
$2.35K - $2.64K
|
8.95K
$1.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
20+ 0.25% |
$2.35K - $2.64K
|
7.96K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.4% |
$2.35K - $2.64K
|
4.97K
$639K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
18+ 0.58% |
$2.12K - $2.38K
|
3.14K
$405K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
17+ 0.18% |
$2K - $2.25K
|
9.56K
$1.23M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 3.2% |
$1.88K - $2.11K
|
516
$66.4K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
16+ 0.58% |
$1.88K - $2.11K
|
2.78K
$357K
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16New |
$1.88K - $2.11K
|
16
$2.06K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
16+ 0.28% |
$1.88K - $2.11K
|
5.78K
$744K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
16+ 0.25% |
$1.88K - $2.11K
|
6.5K
$837K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
15+ 0.24% |
$1.77K - $1.98K
|
6.29K
$810K
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
15+ 0.12% |
$1.77K - $1.98K
|
12.8K
$1.65M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
15+ 0.58% |
$1.77K - $1.98K
|
2.59K
$333K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
15+ 0.59% |
$1.77K - $1.98K
|
2.56K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
14+ 0.87% |
$1.65K - $1.85K
|
1.63K
$210K
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
14+ 0.6% |
$1.65K - $1.85K
|
2.34K
$301K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
13+ 0.47% |
$1.53K - $1.72K
|
2.79K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.36% |
$1.53K - $1.72K
|
3.65K
$470K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
12+ 0.6% |
$1.41K - $1.59K
|
2.02K
$260K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 1.28% |
$1.41K - $1.59K
|
953
$123K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
12+ 0.35% |
$1.41K - $1.59K
|
3.42K
$440K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
11+ 0.61% |
$1.3K - $1.45K
|
1.83K
$235K
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
10+ 0.58% |
$1.18K - $1.32K
|
1.73K
$223K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
10+ 0.49% |
$1.18K - $1.32K
|
2.05K
$264K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
10+ 0.32% |
$1.18K - $1.32K
|
3.16K
$407K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
10+ 0.23% |
$1.18K - $1.32K
|
4.36K
$562K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
9+ 0.35% |
$1.06K - $1.19K
|
2.56K
$330K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
9+ 0.31% |
$1.06K - $1.19K
|
2.9K
$373K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$1.06K - $1.19K
|
9
$1.16K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$942 - $1.06K
|
5.14K
$662K
|