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
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
9+ 0.31% |
$1.06K - $1.19K
|
2.9K
$376K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$1.06K - $1.19K
|
9
$1.17K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$942 - $1.06K
|
5.14K
$668K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7+ 0.3% |
$824 - $925
|
2.35K
$306K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 0.16% |
$824 - $925
|
4.39K
$570K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7+ 0.14% |
$824 - $925
|
4.88K
$634K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.37% |
$824 - $925
|
1.88K
$244K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7+ 0.37% |
$824 - $925
|
1.92K
$250K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6+ 0.48% |
$706 - $793
|
1.25K
$162K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
6+ 0.1% |
$706 - $793
|
6.19K
$804K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 0.49% |
$589 - $661
|
1.03K
$134K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.16% |
$589 - $661
|
3.09K
$402K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.09% |
$589 - $661
|
5.43K
$706K
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
5+ 0.21% |
$589 - $661
|
2.38K
$310K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5+ 0.21% |
$589 - $661
|
2.35K
$305K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 0.74% |
$471 - $529
|
545
$70.8K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.12% |
$471 - $529
|
3.39K
$440K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.11% |
$471 - $529
|
3.48K
$453K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
4+ 0.1% |
$471 - $529
|
3.94K
$512K
|
|
|
Mar 28, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
3+ 0.05% |
$353 - $397
|
5.67K
$736K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.15% |
$353 - $397
|
2.05K
$266K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$353 - $397
|
2.03K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3+ 0.02% |
$353 - $397
|
17.9K
$2.32M
|
|
|
Mar 04, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
3+ 0.05% |
$353 - $397
|
5.67K
$736K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.18% |
$353 - $397
|
1.71K
$222K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3+ 0.04% |
$353 - $397
|
7.29K
$946K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.02% |
$353 - $397
|
14.3K
$1.86M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.58% |
$235 - $264
|
346
$44.9K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2+ 0.02% |
$235 - $264
|
9.95K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2+ 0.02% |
$235 - $264
|
12K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$235 - $264
|
2.36K
$307K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
2+ 0.1% |
$235 - $264
|
2.07K
$269K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$235 - $264
|
62.2K
$8.08M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$235 - $264
|
4.97K
$646K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$235 - $264
|
9.52K
$1.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$235 - $264
|
2.64K
$342K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.97% |
$235 - $264
|
209
$27.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.32% |
$235 - $264
|
623
$80.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 0.65% |
$235 - $264
|
310
$40.3K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2+ 0.1% |
$235 - $264
|
1.99K
$259K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.09% |
$235 - $264
|
2.27K
$294K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.04% |
$235 - $264
|
5.22K
$678K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$118 - $132
|
1.91K
$248K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
1+ 0.01% |
$118 - $132
|
7.58K
$984K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.06% |
$118 - $132
|
1.75K
$227K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$118 - $132
|
474
$61.6K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.88% |
$118 - $132
|
115
$14.9K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.7% |
$118 - $132
|
144
$18.7K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.98% |
$118 - $132
|
103
$13.4K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 2.44% |
$118 - $132
|
42
$5.45K
|