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 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.14K+ 8.28% |
$626K - $672K
|
67.3K
$9.48M
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5KNew |
$608K - $654K
|
5K
$705K
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.77K+ 31.71% |
$580K - $624K
|
19.8K
$2.79M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.76K+ 13.08% |
$579K - $622K
|
41.2K
$5.8M
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.68K+ 55.55% |
$570K - $612K
|
13.1K
$1.85M
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.68KNew |
$569K - $612K
|
4.68K
$660K
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
BUY
|
- |
4.67KNew |
$568K - $610K
|
4.67K
$658K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.6K+ 5.5% |
$560K - $602K
|
88.3K
$12.4M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.58KNew |
$557K - $599K
|
4.58K
$646K
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.53KNew |
$550K - $592K
|
4.53K
$638K
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.52K+ 11.25% |
$550K - $591K
|
44.7K
$6.3M
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.49KNew |
$546K - $586K
|
4.49K
$632K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
4.45KNew |
$541K - $582K
|
4.45K
$627K
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
4.35K+ 16.89% |
$530K - $569K
|
30.1K
$4.25M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.18KNew |
$509K - $547K
|
4.18K
$590K
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.14K+ 162.12% |
$504K - $541K
|
6.69K
$943K
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.14K+ 162.12% |
$504K - $541K
|
6.69K
$943K
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.13K+ 5.07% |
$503K - $541K
|
85.6K
$12.1M
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.06KNew |
$493K - $530K
|
4.06K
$572K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4K+ 2.29% |
$486K - $522K
|
178K
$25.1M
|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
3.95K+ 18.85% |
$481K - $516K
|
24.9K
$3.51M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.93K+ 19.24% |
$478K - $513K
|
24.3K
$3.43M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.83K+ 82.17% |
$466K - $501K
|
8.5K
$1.2M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
3.7K+ 15.26% |
$450K - $484K
|
28K
$3.94M
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.64K+ 42.98% |
$443K - $476K
|
12.1K
$1.71M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.6K+ 4.24% |
$438K - $470K
|
88.5K
$12.5M
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.58KNew |
$435K - $468K
|
3.58K
$504K
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.58K+ 7.66% |
$435K - $467K
|
50.3K
$7.08M
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.48KNew |
$423K - $455K
|
3.48K
$490K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.47K+ 11.93% |
$422K - $454K
|
32.6K
$4.59M
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
3.45K+ 0.48% |
$420K - $451K
|
726K
$102M
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
3.44KNew |
$419K - $450K
|
3.44K
$485K
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.42KNew |
$415K - $447K
|
3.42K
$481K
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.34K+ 3.27% |
$406K - $436K
|
105K
$14.9M
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.3K+ 6.32% |
$401K - $431K
|
55.5K
$7.82M
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
3.23KNew |
$392K - $422K
|
3.23K
$455K
|
|
May 04, 2022
Q1 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
3.21K+ 33.25% |
$391K - $420K
|
12.9K
$1.82M
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
3.04KNew |
$370K - $398K
|
3.04K
$429K
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.03K+ 2.96% |
$369K - $396K
|
105K
$14.9M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
3.01K+ 6.52% |
$366K - $394K
|
49.2K
$6.93M
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
2.95K+ 10.4% |
$359K - $386K
|
31.3K
$4.41M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.94KNew |
$358K - $385K
|
2.94K
$415K
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
2.94KNew |
$358K - $384K
|
2.94K
$414K
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.94KNew |
$357K - $384K
|
2.94K
$414K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.93K+ 15.52% |
$357K - $384K
|
21.8K
$3.08M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.92K+ 7.12% |
$356K - $382K
|
44K
$6.2M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.89K+ 11.41% |
$351K - $378K
|
28.2K
$3.98M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.87K+ 3.34% |
$349K - $375K
|
88.8K
$12.5M
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.85K+ 12.27% |
$347K - $373K
|
26.1K
$3.68M
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
2.82K+ 24.5% |
$343K - $369K
|
14.3K
$2.02M
|