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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-51- 2.31% |
$6K - $6.74K
|
2.15K
$301K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-53- 42.74% |
$6.24K - $7.01K
|
71
$9.91K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-54- 1.77% |
$6.36K - $7.14K
|
2.99K
$418K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-54- 1.28% |
$6.36K - $7.14K
|
4.18K
$583K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-59- 1.54% |
$6.95K - $7.8K
|
3.78K
$527K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-65- 2.13% |
$7.65K - $8.59K
|
2.99K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-70- 3.28% |
$8.24K - $9.25K
|
2.07K
$289K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-71- 6.89% |
$8.36K - $9.38K
|
959
$134K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-76- 1.83% |
$8.95K - $10K
|
4.08K
$570K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-78- 0.32% |
$9.18K - $10.3K
|
24.1K
$3.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-78- 0.21% |
$9.18K - $10.3K
|
37.7K
$5.26M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-79- 1.06% |
$9.3K - $10.4K
|
7.35K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-86- 0.83% |
$10.1K - $11.4K
|
10.3K
$1.44M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-88- 0.09% |
$10.4K - $11.6K
|
102K
$14.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-88- 1.26% |
$10.4K - $11.6K
|
6.88K
$960K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-90- 1.74% |
$10.6K - $11.9K
|
5.1K
$711K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-93- 3.64% |
$10.9K - $12.3K
|
2.46K
$343K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-99- 5.44% |
$11.7K - $13.1K
|
1.72K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-100- 3.71% |
$11.8K - $13.2K
|
2.6K
$362K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-100- 5.36% |
$11.8K - $13.2K
|
1.77K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 11.11% |
$11.8K - $13.2K
|
800
$112K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 33.44% |
$11.8K - $13.2K
|
199
$27.8K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-104- 10.1% |
$12.2K - $13.7K
|
926
$129K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-108- 2.52% |
$12.7K - $14.3K
|
4.18K
$583K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-110- 1.25% |
$13K - $14.5K
|
8.66K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-113- 2.94% |
$13.3K - $14.9K
|
3.74K
$521K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-115- 0.68% |
$13.5K - $15.2K
|
16.9K
$2.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-116- 0.82% |
$13.7K - $15.3K
|
14.1K
$1.97M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-117- 1.17% |
$13.8K - $15.5K
|
9.85K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-118- 1.24% |
$13.9K - $15.6K
|
9.36K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-119- 1.66% |
$14K - $15.7K
|
7.06K
$985K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-120- 2.76% |
$14.1K - $15.9K
|
4.23K
$590K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-123- 0.8% |
$14.5K - $16.3K
|
15.2K
$2.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-130- 2.67% |
$15.3K - $17.2K
|
4.75K
$663K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-130- 0.61% |
$15.3K - $17.2K
|
21.3K
$2.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-134- 7.34% |
$15.8K - $17.7K
|
1.69K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-138- 87.9% |
$16.2K - $18.2K
|
19
$2.65K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-140- 0.34% |
$16.5K - $18.5K
|
41K
$5.72M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-142- 21.52% |
$16.7K - $18.8K
|
518
$72.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-142- 1.94% |
$16.7K - $18.8K
|
7.17K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-143- 6.91% |
$16.8K - $18.9K
|
1.93K
$269K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-148- 0.09% |
$17.4K - $19.6K
|
159K
$22.3M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-150- 0.71% |
$17.7K - $19.8K
|
20.9K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-156- 5.35% |
$18.4K - $20.6K
|
2.76K
$386K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-159- 2.14% |
$18.7K - $21K
|
7.26K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-165- 2.34% |
$19.4K - $21.8K
|
6.9K
$963K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-167- 2.49% |
$19.7K - $22.1K
|
6.53K
$912K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-169- 22.47% |
$19.9K - $22.3K
|
583
$81.4K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-172- 2.41% |
$20.3K - $22.7K
|
6.96K
$971K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-172- 3.54% |
$20.3K - $22.7K
|
4.68K
$654K
|