Purchases and Sales Made in Q1 2023 in Spdr Series Tr Spdr S&P Divide (SDY)

SDY Quotes by TradingView

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 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
1.98K
New
$233K - $262K
1.98K $282K
Apr 28, 2023 Q1 2023
Elmwood Wealth Management, Inc.

BUY
 -
1.97K
New
$231K - $260K
1.97K $280K
Apr 18, 2023 Q1 2023
Godsey & Gibb Associates

BUY
 -
1.96K
New
$230K - $258K
1.96K $278K
May 11, 2023 Q1 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
1.94K
+ 2.76%
$229K - $257K
72.3K $10.3M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.92K
+ 95850.0%
$226K - $253K
1.92K $273K
May 05, 2023 Q1 2023
Bernardo Wealth Planning LLC

BUY
 -
1.9K
New
$223K - $251K
1.9K $270K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
1.82K
+ 37.41%
$215K - $241K
6.7K $953K
May 04, 2023 Q1 2023
Founders Financial Securities LLC

BUY
 -
1.82K
+ 11.38%
$215K - $241K
17.8K $2.54M
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.81K
+ 2.92%
$213K - $239K
63.8K $9.08M
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
1.77K
New
$208K - $233K
1.77K $251K
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
1.71K
New
$201K - $226K
1.71K $243K
May 12, 2023 Q1 2023
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
1.7K
New
$200K - $225K
1.7K $242K
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
1.69K
+ 10.84%
$199K - $223K
17.2K $2.45M
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.69K
New
$199K - $223K
1.69K $240K
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.68K
New
$198K - $223K
1.68K $240K
May 04, 2023 Q1 2023
Patron Partners, LLC

BUY
 -
1.65K
+ 28.67%
$194K - $218K
7.4K $1.05M
May 15, 2023 Q1 2023
Center Star Asset Management, LLC

BUY
 -
1.64K
New
$193K - $217K
1.64K $234K
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
1.62K
New
$191K - $214K
1.62K $231K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.61K
+ 11.63%
$190K - $213K
15.5K $2.2M
Apr 05, 2023 Q1 2023
Carmichael Hill & Associates, Inc.

BUY
 -
1.61K
+ 4.57%
$189K - $213K
36.8K $5.24M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
1.57K
New
$185K - $207K
1.57K $223K
May 04, 2023 Q1 2023
Washington Trust Advisors, Inc.

BUY
 -
1.56K
+ 85.35%
$183K - $206K
3.38K $481K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
1.51K
+ 2.72%
$177K - $199K
56.9K $8.1M
May 10, 2023 Q1 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
1.48K
+ 42.27%
$174K - $196K
4.99K $710K
May 03, 2023 Q1 2023
Element Wealth, LLC

BUY
 -
1.47K
New
$173K - $195K
1.47K $210K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.44K
+ 2.0%
$170K - $191K
73.5K $10.5M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1.44K
+ 6.92%
$169K - $190K
22.2K $3.16M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.43K
+ 5.14%
$169K - $189K
29.3K $4.17M
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
1.43K
+ 14.8%
$168K - $189K
11.1K $1.58M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.39K
+ 9.25%
$164K - $184K
16.4K $2.34M
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
1.36K
+ 12.49%
$160K - $180K
12.2K $1.74M
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
1.33K
+ 2.79%
$157K - $176K
49K $6.97M
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
1.31K
+ 425.73%
$154K - $173K
1.61K $230K
Apr 13, 2023 Q1 2023
Smith & Howard Wealth Management, LLC

BUY
 -
1.28K
+ 54.24%
$150K - $169K
3.63K $517K
Apr 21, 2023 Q1 2023
Eagle Strategies LLC

New York, NY
BUY
 -
1.27K
+ 4.68%
$149K - $168K
28.4K $4.04M
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
1.21K
+ 27.64%
$143K - $160K
5.59K $796K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
1.2K
+ 14.6%
$141K - $158K
9.39K $1.34M
May 11, 2023 Q1 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
1.14K
+ 1.63%
$134K - $151K
71.2K $10.1M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.13K
+ 6.87%
$134K - $150K
17.6K $2.51M
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
1.12K
+ 15.89%
$132K - $148K
8.19K $1.17M
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
1.12K
+ 11.65%
$132K - $148K
10.7K $1.53M
May 03, 2023 Q1 2023
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
1.1K
+ 9.41%
$129K - $145K
12.7K $1.81M
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.08K
+ 11.45%
$128K - $143K
10.6K $1.5M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.08K
+ 12.5%
$128K - $143K
9.75K $1.39M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.07K
New
$126K - $141K
1.07K $152K
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
1.07K
+ 13.18%
$125K - $141K
9.15K $1.3M
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

BUY
 -
1.06K
+ 2.7%
$125K - $140K
40.2K $5.72M
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
1.05K
+ 0.97%
$123K - $138K
109K $15.5M
May 05, 2023 Q1 2023
Carson Advisory Inc.

BUY
 -
1.04K
+ 22.23%
$122K - $137K
5.7K $811K

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