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
|
Money Concepts Capital Corp
|
BUY
|
- |
552K+ 1804.59% |
$65M - $73M
|
583K
$81.4M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
515KNew |
$60.6M - $68.1M
|
515K
$71.9M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
233K+ 1295416.62% |
$27.5M - $30.8M
|
233K
$32.6M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
153K+ 1202.73% |
$18M - $20.2M
|
165K
$23.1M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
131K+ 189.24% |
$15.5M - $17.4M
|
201K
$28.1M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
123KNew |
$14.5M - $16.3M
|
123K
$17.2M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
101KNew |
$11.9M - $13.4M
|
101K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
84.6K+ 926.92% |
$9.96M - $11.2M
|
93.7K
$13.1M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
76.2KNew |
$8.98M - $10.1M
|
76.2K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
76K+ 815.45% |
$8.95M - $10M
|
85.3K
$11.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
70.5K+ 105.04% |
$8.3M - $9.32M
|
138K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
68.4K+ 4.65% |
$8.06M - $9.05M
|
1.54M
$215M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
67.9K+ 3.07% |
$8M - $8.98M
|
2.28M
$318M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62.8K+ 13.76% |
$7.39M - $8.3M
|
519K
$72.5M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62.8K+ 13.76% |
$7.39M - $8.3M
|
519K
$72.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
61.5K+ 873.09% |
$7.24M - $8.13M
|
68.5K
$9.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
56.9KNew |
$6.7M - $7.52M
|
56.9K
$7.94M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51.5K+ 66.38% |
$6.06M - $6.81M
|
129K
$18M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
51.1K+ 1763.24% |
$6.02M - $6.76M
|
54K
$7.54M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47.2K+ 46.54% |
$5.56M - $6.24M
|
149K
$20.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
40.2K+ 42.37% |
$4.74M - $5.32M
|
135K
$18.9M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
31.7KNew |
$3.73M - $4.19M
|
31.7K
$4.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
31KNew |
$3.65M - $4.1M
|
31K
$4.33M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.2K+ 0.9% |
$3.56M - $4M
|
3.39M
$473M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.7K+ 11.22% |
$3.38M - $3.79M
|
285K
$39.7M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.5K+ 25.19% |
$3.12M - $3.5M
|
132K
$18.4M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.8K+ 11.27% |
$3.04M - $3.41M
|
255K
$35.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 2.44% |
$3.03M - $3.4M
|
1.08M
$151M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
23.9K+ 364.32% |
$2.82M - $3.17M
|
30.5K
$4.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
23.7K+ 6.65% |
$2.79M - $3.14M
|
380K
$53.1M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.6K+ 71.54% |
$2.78M - $3.12M
|
56.6K
$7.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
23.3K+ 94.96% |
$2.74M - $3.07M
|
47.7K
$6.67M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
21.9KNew |
$2.58M - $2.89M
|
21.9K
$3.06M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
21.1K+ 177.1% |
$2.49M - $2.79M
|
33K
$4.61M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
20.5K+ 4.49% |
$2.42M - $2.71M
|
477K
$66.6M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
19.4K+ 191.38% |
$2.29M - $2.57M
|
29.5K
$4.13M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
18.9K+ 150.36% |
$2.23M - $2.5M
|
31.6K
$4.41M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.5K+ 90.29% |
$2.18M - $2.45M
|
39K
$5.45M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.2K+ 5.12% |
$2.15M - $2.41M
|
374K
$52.2M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.4KNew |
$2.05M - $2.31M
|
17.4K
$2.44M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
16.1K+ 90.4% |
$1.9M - $2.13M
|
34K
$4.74M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.8K+ 4.59% |
$1.86M - $2.09M
|
360K
$50.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
15.7K+ 108.22% |
$1.85M - $2.08M
|
30.2K
$4.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
15.2K+ 327.16% |
$1.79M - $2.01M
|
19.9K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.8K+ 27.64% |
$1.75M - $1.96M
|
68.5K
$9.56M
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
14.8KNew |
$1.74M - $1.95M
|
14.8K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
14.4K+ 4.43% |
$1.69M - $1.9M
|
339K
$47.3M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.4K+ 1.04% |
$1.69M - $1.9M
|
1.39M
$194M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.1K+ 6.6% |
$1.55M - $1.74M
|
212K
$29.6M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.8K+ 3.82% |
$1.51M - $1.69M
|
348K
$48.6M
|