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 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
10+ 0.49% |
$1.18K - $1.32K
|
2.05K
$286K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$1.06K - $1.19K
|
9
$1.25K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
9+ 0.31% |
$1.06K - $1.19K
|
2.9K
$404K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
9+ 0.35% |
$1.06K - $1.19K
|
2.56K
$357K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$942 - $1.06K
|
5.14K
$716K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7+ 0.14% |
$824 - $925
|
4.88K
$680K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7+ 0.3% |
$824 - $925
|
2.35K
$328K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7+ 0.37% |
$824 - $925
|
1.92K
$268K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.37% |
$824 - $925
|
1.88K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 0.16% |
$824 - $925
|
4.39K
$611K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6+ 0.48% |
$706 - $793
|
1.25K
$174K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
6+ 0.1% |
$706 - $793
|
6.19K
$863K
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
5+ 0.21% |
$589 - $661
|
2.38K
$332K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5+ 0.21% |
$589 - $661
|
2.35K
$328K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 0.49% |
$589 - $661
|
1.03K
$143K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.16% |
$589 - $661
|
3.09K
$431K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.09% |
$589 - $661
|
5.43K
$757K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.11% |
$471 - $529
|
3.48K
$485K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 0.74% |
$471 - $529
|
545
$75.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
4+ 0.1% |
$471 - $529
|
3.94K
$549K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.12% |
$471 - $529
|
3.39K
$472K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.18% |
$353 - $397
|
1.71K
$238K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.02% |
$353 - $397
|
14.3K
$1.99M
|
|
|
Mar 04, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
3+ 0.05% |
$353 - $397
|
5.67K
$790K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3+ 0.04% |
$353 - $397
|
7.29K
$1.02M
|
|
|
Mar 28, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
3+ 0.05% |
$353 - $397
|
5.67K
$790K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.15% |
$353 - $397
|
2.05K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3+ 0.02% |
$353 - $397
|
17.9K
$2.49M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$353 - $397
|
2.03K
$283K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.09% |
$235 - $264
|
2.27K
$316K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2+ 0.1% |
$235 - $264
|
1.99K
$278K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$235 - $264
|
2.64K
$367K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
2+ 0.1% |
$235 - $264
|
2.07K
$289K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.04% |
$235 - $264
|
5.22K
$728K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$235 - $264
|
4.97K
$693K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.32% |
$235 - $264
|
623
$86.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$235 - $264
|
9.52K
$1.33M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.58% |
$235 - $264
|
346
$48.2K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.97% |
$235 - $264
|
209
$29.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 0.65% |
$235 - $264
|
310
$43.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$235 - $264
|
62.2K
$8.66M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$235 - $264
|
2.36K
$329K
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2+ 0.02% |
$235 - $264
|
12K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2+ 0.02% |
$235 - $264
|
9.95K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 2.56% |
$118 - $132
|
40
$5.57K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.03% |
$118 - $132
|
3.06K
$426K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.98% |
$118 - $132
|
103
$14.3K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.7% |
$118 - $132
|
144
$20.1K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.17% |
$118 - $132
|
596
$83K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.06% |
$118 - $132
|
1.75K
$244K
|