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 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-15.6K- 15.88% |
$1.83M - $2.06M
|
82.5K
$11.5M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-15.9K- 8.95% |
$1.87M - $2.1M
|
161K
$22.5M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.9K- 10.1% |
$1.88M - $2.11M
|
142K
$19.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.1K- 22.59% |
$2.01M - $2.26M
|
58.5K
$8.17M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18.1K- 7.89% |
$2.13M - $2.4M
|
212K
$29.6M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-18.4K- 83.16% |
$2.16M - $2.43M
|
3.72K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-19.6K- 45.8% |
$2.31M - $2.59M
|
23.2K
$3.24M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-20.4K- 67.07% |
$2.4M - $2.69M
|
10K
$1.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-20.6K- 33.42% |
$2.43M - $2.73M
|
41.1K
$5.74M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-21.2K- 48.79% |
$2.49M - $2.8M
|
22.2K
$3.1M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-22.5K- 22.85% |
$2.64M - $2.97M
|
75.8K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.6K- 10.21% |
$2.9M - $3.25M
|
216K
$30.2M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-26.7K- 22.55% |
$3.15M - $3.53M
|
91.8K
$12.8M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-31.2K- 88.79% |
$3.67M - $4.12M
|
3.93K
$549K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.4K- 1.21% |
$3.69M - $4.15M
|
2.55M
$357M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-36.8K- 23.96% |
$4.34M - $4.87M
|
117K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.2K- 16.61% |
$4.5M - $5.05M
|
192K
$26.8M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-42K- 6.27% |
$4.95M - $5.55M
|
629K
$87.8M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-44.7K- 86.96% |
$5.27M - $5.91M
|
6.7K
$936K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.6K- 6.53% |
$5.36M - $6.02M
|
652K
$91.1M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51.4K- 75.95% |
$6.06M - $6.8M
|
16.3K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-56.4K- 11.13% |
$6.64M - $7.45M
|
450K
$62.9M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57K- 2.75% |
$6.71M - $7.53M
|
2.01M
$281M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-60.7K- 53.81% |
$7.14M - $8.02M
|
52.1K
$7.27M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-60.9K- 2.78% |
$7.17M - $8.05M
|
2.13M
$298M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-62.5K- 6.26% |
$7.35M - $8.26M
|
936K
$131M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-65.9K- 0.68% |
$7.76M - $8.71M
|
9.67M
$1.35B
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-146K- 52.33% |
$17.2M - $19.3M
|
133K
$18.6M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-157K- 15.16% |
$18.5M - $20.8M
|
882K
$123M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-165K- 71.3% |
$19.4M - $21.8M
|
66.4K
$9.28M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-190K- 35.52% |
$22.4M - $25.2M
|
346K
$48.3M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-196K- 5.23% |
$23.1M - $26M
|
3.56M
$497M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-231K- 99.19% |
$27.2M - $30.6M
|
1.89K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-263K- 4.53% |
$31M - $34.8M
|
5.55M
$775M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-686KClosed |
$80.7M - $90.6M
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-930K- 99.96% |
$109M - $123M
|
353
$49.3K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.67M- 54.44% |
$197M - $221M
|
1.4M
$196M
|