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 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 2.56% |
$118 - $132
|
40
$5.2K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.17% |
$118 - $132
|
596
$77.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.03% |
$118 - $132
|
3.06K
$397K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.67% |
$118 - $132
|
61
$7.92K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2- 0.06% |
$235 - $264
|
3.39K
$440K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-2- 0.03% |
$235 - $264
|
6.1K
$792K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 4.65% |
$235 - $264
|
41
$5.33K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2- 0.05% |
$235 - $264
|
4.37K
$568K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.14% |
$353 - $397
|
2.14K
$278K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4- 0.01% |
$471 - $529
|
26.9K
$3.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.2% |
$589 - $661
|
2.55K
$331K
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-7- 0.16% |
$824 - $925
|
4.26K
$553K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-7- 1.12% |
$824 - $925
|
617
$80.1K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-8- 0.03% |
$942 - $1.06K
|
31.6K
$4.1M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-9- 0.12% |
$1.06K - $1.19K
|
7.32K
$950K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-9- 0.15% |
$1.06K - $1.19K
|
5.97K
$776K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-9- 0.36% |
$1.06K - $1.19K
|
2.5K
$325K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-10- 33.33% |
$1.18K - $1.32K
|
20
$2.6K
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-11- 0.24% |
$1.3K - $1.45K
|
4.53K
$589K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 1.12% |
$1.41K - $1.59K
|
1.06K
$138K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13- 0.14% |
$1.53K - $1.72K
|
9.02K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-14- 0.4% |
$1.65K - $1.85K
|
3.45K
$448K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-14- 0.7% |
$1.65K - $1.85K
|
2K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14- 0.01% |
$1.65K - $1.85K
|
132K
$17.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-15- 0.17% |
$1.77K - $1.98K
|
8.95K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 2.1% |
$1.77K - $1.98K
|
699
$90.8K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-17- 0.84% |
$2K - $2.25K
|
2K
$260K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-17- 2.21% |
$2K - $2.25K
|
752
$97.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-18- 1.05% |
$2.12K - $2.38K
|
1.7K
$220K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-19- 1.22% |
$2.24K - $2.51K
|
1.54K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20- 0.77% |
$2.35K - $2.64K
|
2.59K
$336K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-23- 0.47% |
$2.71K - $3.04K
|
4.89K
$635K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-24- 0.32% |
$2.83K - $3.17K
|
7.48K
$971K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-24- 0.06% |
$2.83K - $3.17K
|
43.1K
$5.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-25- 0.07% |
$2.94K - $3.3K
|
38.2K
$4.97M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-25- 0.33% |
$2.94K - $3.3K
|
7.49K
$973K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-26- 0.2% |
$3.06K - $3.44K
|
13K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-26- 0.51% |
$3.06K - $3.44K
|
5.1K
$663K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-28- 0.43% |
$3.3K - $3.7K
|
6.41K
$833K
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-29- 0.28% |
$3.41K - $3.83K
|
10.2K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-30- 15.87% |
$3.53K - $3.97K
|
159
$20.7K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-30- 0.04% |
$3.53K - $3.97K
|
75.4K
$9.8M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-34- 0.14% |
$4K - $4.49K
|
25K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-35- 0.11% |
$4.12K - $4.63K
|
32.7K
$4.24M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-37- 0.65% |
$4.36K - $4.89K
|
5.68K
$737K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-38- 2.18% |
$4.47K - $5.02K
|
1.7K
$221K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-39- 0.51% |
$4.59K - $5.16K
|
7.63K
$991K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-40- 0.51% |
$4.71K - $5.29K
|
7.77K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-41- 0.85% |
$4.83K - $5.42K
|
4.79K
$621K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-44- 0.13% |
$5.18K - $5.82K
|
35.1K
$4.55M
|