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 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-802- 1.88% |
$94.4K - $106K
|
41.8K
$5.84M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-811- 18.93% |
$95.5K - $107K
|
3.47K
$485K
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-818- 23.83% |
$96.3K - $108K
|
2.62K
$365K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-818- 5.65% |
$96.3K - $108K
|
13.7K
$1.91M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-823- 0.44% |
$96.9K - $109K
|
187K
$26.1M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-845- 13.32% |
$99.5K - $112K
|
5.5K
$768K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-845- 4.56% |
$99.5K - $112K
|
17.7K
$2.47M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-860- 17.59% |
$101K - $114K
|
4.03K
$563K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-866- 4.33% |
$102K - $114K
|
19.1K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-897- 4.09% |
$106K - $119K
|
21K
$2.94M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-911- 15.76% |
$107K - $120K
|
4.87K
$680K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-921- 0.96% |
$108K - $122K
|
95.3K
$13.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-964- 3.49% |
$114K - $127K
|
26.7K
$3.73M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-965- 1.02% |
$114K - $128K
|
94.1K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-972- 2.16% |
$114K - $128K
|
44.1K
$6.15M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-975- 8.97% |
$115K - $129K
|
9.89K
$1.38M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.03K- 2.55% |
$122K - $137K
|
39.6K
$5.52M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.07K- 17.02% |
$126K - $141K
|
5.21K
$727K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.07K- 15.34% |
$126K - $142K
|
5.91K
$825K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.11K- 6.35% |
$131K - $147K
|
16.4K
$2.28M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-1.11K- 1.36% |
$131K - $147K
|
80.7K
$11.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.13K- 9.13% |
$134K - $150K
|
11.3K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.15K- 28.94% |
$136K - $153K
|
2.83K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.19K- 9.95% |
$140K - $158K
|
10.8K
$1.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.2K- 8.36% |
$141K - $158K
|
13.1K
$1.83M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.2K- 3.28% |
$142K - $159K
|
35.6K
$4.96M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.21K- 4.4% |
$142K - $160K
|
26.2K
$3.66M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.24K- 11.63% |
$146K - $164K
|
9.41K
$1.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-1.25K- 3.13% |
$147K - $165K
|
38.6K
$5.39M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.26K- 12.62% |
$148K - $167K
|
8.72K
$1.22M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.3K- 2.78% |
$153K - $172K
|
45.5K
$6.35M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.32K- 11.81% |
$155K - $174K
|
9.83K
$1.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.35K- 0.47% |
$158K - $178K
|
287K
$40.1M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.37K- 19.16% |
$161K - $181K
|
5.78K
$807K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.4K- 8.31% |
$165K - $185K
|
15.4K
$2.15M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.41K- 3.19% |
$166K - $186K
|
42.7K
$5.97M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.41K- 98.74% |
$166K - $186K
|
18
$2.51K
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
SELL
|
- |
-1.42K- 3.15% |
$167K - $187K
|
43.5K
$6.07M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.47K- 12.38% |
$173K - $194K
|
10.4K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.49K- 2.46% |
$176K - $197K
|
59.1K
$8.25M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.52K- 14.89% |
$179K - $201K
|
8.71K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.54K- 3.75% |
$181K - $204K
|
39.5K
$5.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.57K- 35.1% |
$185K - $208K
|
2.91K
$406K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.6K- 22.27% |
$188K - $211K
|
5.58K
$779K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.62K- 12.41% |
$191K - $214K
|
11.4K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.67K- 99.88% |
$196K - $220K
|
2
$279
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.68K- 38.43% |
$198K - $222K
|
2.69K
$376K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.69K- 36.31% |
$199K - $223K
|
2.96K
$414K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.75K- 7.67% |
$206K - $231K
|
21K
$2.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.77K- 5.64% |
$208K - $233K
|
29.5K
$4.13M
|