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 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
17.9K+ 17.1% |
$2.18M - $2.34M
|
123K
$17.3M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
17.3K+ 46.7% |
$2.1M - $2.26M
|
54.3K
$7.65M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
16.9K+ 12.64% |
$2.06M - $2.21M
|
151K
$21.3M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.7KNew |
$2.03M - $2.19M
|
16.7K
$2.36M
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
16.5K+ 7.62% |
$2.01M - $2.16M
|
234K
$32.9M
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
16.3KNew |
$1.99M - $2.14M
|
16.3K
$2.3M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.1K+ 5.32% |
$1.96M - $2.11M
|
320K
$45.1M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16K+ 3.51% |
$1.94M - $2.09M
|
471K
$66.4M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15.5K+ 43.07% |
$1.88M - $2.02M
|
51.4K
$7.25M
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
12.8K+ 169.99% |
$1.56M - $1.67M
|
20.3K
$2.87M
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12.8KNew |
$1.56M - $1.67M
|
12.8K
$1.8M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.9K+ 217.51% |
$1.45M - $1.56M
|
17.4K
$2.46M
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
11.8K+ 2.25% |
$1.44M - $1.55M
|
537K
$75.7M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.8K+ 125.57% |
$1.43M - $1.54M
|
21.1K
$2.98M
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
11.7K+ 215.06% |
$1.43M - $1.53M
|
17.2K
$2.42M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.4K+ 16588.41% |
$1.39M - $1.5M
|
11.5K
$1.62M
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11.4K+ 9.08% |
$1.39M - $1.5M
|
137K
$19.4M
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
11.4KNew |
$1.38M - $1.48M
|
11.4K
$1.6M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.3K+ 12.6% |
$1.38M - $1.48M
|
101K
$14.3M
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
11.3KNew |
$1.38M - $1.48M
|
11.3K
$1.59M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.6K+ 20.58% |
$1.3M - $1.39M
|
62.4K
$8.79M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$1.29M - $1.39M
|
10.6K
$1.5M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.4KNew |
$1.26M - $1.36M
|
10.4K
$1.46M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.2K+ 50.18% |
$1.24M - $1.34M
|
30.6K
$4.31M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.2K+ 250.8% |
$1.24M - $1.33M
|
14.2K
$2M
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
9.17KNew |
$1.12M - $1.2M
|
9.17K
$1.29M
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
9.14KNew |
$1.11M - $1.19M
|
9.14K
$1.29M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.12K+ 325.87% |
$1.11M - $1.19M
|
11.9K
$1.68M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
8.27K+ 2.12% |
$1.01M - $1.08M
|
398K
$56M
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
8.27K+ 88.87% |
$1.01M - $1.08M
|
17.6K
$2.48M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.25K+ 7.8% |
$1M - $1.08M
|
114K
$16.1M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.23KNew |
$1M - $1.08M
|
8.23K
$1.16M
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8.1K+ 3.25% |
$985K - $1.06M
|
257K
$36.3M
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
7.89K+ 12.46% |
$960K - $1.03M
|
71.3K
$10M
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.8K+ 7.16% |
$948K - $1.02M
|
117K
$16.5M
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.69KNew |
$935K - $1.01M
|
7.69K
$1.08M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
7.22KNew |
$878K - $944K
|
7.22K
$1.02M
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.02K+ 3.35% |
$854K - $917K
|
216K
$30.5M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.89KNew |
$839K - $901K
|
6.89K
$972K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
6.79K+ 0.96% |
$826K - $888K
|
712K
$100M
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
6.36K+ 45.5% |
$774K - $832K
|
20.3K
$2.87M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.3K+ 9.64% |
$767K - $824K
|
71.7K
$10.1M
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.03K+ 14.49% |
$733K - $788K
|
47.6K
$6.71M
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.97KNew |
$726K - $781K
|
5.97K
$842K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.76K+ 60.06% |
$701K - $753K
|
15.3K
$2.16M
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5.72K+ 18.16% |
$695K - $747K
|
37.2K
$5.24M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5.58K+ 33.15% |
$678K - $729K
|
22.4K
$3.16M
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.45K+ 213.68% |
$663K - $713K
|
8K
$1.13M
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.29K+ 173.72% |
$643K - $691K
|
8.33K
$1.17M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.24K+ 22.62% |
$637K - $685K
|
28.4K
$4M
|