Purchases and Sales Made in Q1 2022 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 2022. 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, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-81- 0.64% |
$9.85K - $10.6K
|
12.6K
$1.78M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-84- 6.61% |
$10.2K - $11K
|
1.19K
$168K
|
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-85- 1.22% |
$10.3K - $11.1K
|
6.9K
$977K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-89- 1.95% |
$10.8K - $11.6K
|
4.48K
$635K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-90- 1.75% |
$10.9K - $11.8K
|
5.04K
$713K
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-94- 4.27% |
$11.4K - $12.3K
|
2.11K
$298K
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-95- 0.56% |
$11.6K - $12.4K
|
16.9K
$2.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-95- 12.58% |
$11.6K - $12.4K
|
660
$93.4K
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-99- 1.22% |
$12K - $12.9K
|
8.01K
$1.13M
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 2.81% |
$12.2K - $13.1K
|
3.47K
$490K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-100- 3.27% |
$12.2K - $13.1K
|
2.96K
$418K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-101Closed |
$12.3K - $13.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-101- 3.2% |
$12.3K - $13.2K
|
3.06K
$433K
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-109- 0.73% |
$13.3K - $14.3K
|
14.9K
$2.11M
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-110- 0.13% |
$13.4K - $14.4K
|
82.9K
$11.7M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-114Closed |
$13.9K - $14.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-115- 47.92% |
$14K - $15K
|
125
$17.7K
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-117- 3.07% |
$14.2K - $15.3K
|
3.69K
$523K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-119- 2.0% |
$14.5K - $15.6K
|
5.83K
$825K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-119- 2.57% |
$14.5K - $15.6K
|
4.51K
$638K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-123- 53.25% |
$15K - $16.1K
|
108
$15.3K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-123- 4.51% |
$15K - $16.1K
|
2.6K
$368K
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-125- 6.15% |
$15.2K - $16.3K
|
1.91K
$270K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-146- 15.15% |
$17.8K - $19.1K
|
818
$116K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-150- 1.63% |
$18.2K - $19.6K
|
9.05K
$1.28M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-161- 6.27% |
$19.6K - $21.1K
|
2.41K
$340K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-161- 6.27% |
$19.6K - $21.1K
|
2.41K
$340K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-165Closed |
$20.1K - $21.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-171- 4.42% |
$20.8K - $22.4K
|
3.7K
$523K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-175- 6.44% |
$21.3K - $22.9K
|
2.54K
$360K
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-176- 6.64% |
$21.4K - $23K
|
2.48K
$350K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-176- 5.65% |
$21.4K - $23K
|
2.94K
$416K
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-179- 0.87% |
$21.8K - $23.4K
|
20.4K
$2.89M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-196- 12.14% |
$23.8K - $25.6K
|
1.42K
$201K
|
|
|
May 13, 2022
Q1 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-198- 8.26% |
$24.1K - $25.9K
|
2.2K
$311K
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-200- 4.69% |
$24.3K - $26.2K
|
4.06K
$575K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-206- 1.8% |
$25.1K - $26.9K
|
11.2K
$1.59M
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-207Closed |
$25.2K - $27.1K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-210- 18.01% |
$25.5K - $27.5K
|
956
$135K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-210- 2.0% |
$25.5K - $27.5K
|
10.3K
$1.45M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-231- 5.09% |
$28.1K - $30.2K
|
4.31K
$610K
|
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-236Closed |
$28.7K - $30.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-245- 7.45% |
$29.8K - $32K
|
3.05K
$431K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-248- 0.81% |
$30.2K - $32.4K
|
30.4K
$4.3M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-251- 37.74% |
$30.5K - $32.8K
|
414
$58.6K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-260- 2.69% |
$31.6K - $34K
|
9.41K
$1.33M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-260- 4.7% |
$31.6K - $34K
|
5.28K
$747K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-261- 13.05% |
$31.8K - $34.1K
|
1.74K
$246K
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-262- 11.94% |
$31.9K - $34.3K
|
1.93K
$274K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-266- 0.12% |
$32.4K - $34.8K
|
221K
$31.3M
|