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 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
1.66KNew |
$201K - $216K
|
1.66K
$223K
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.63KNew |
$198K - $213K
|
1.63K
$219K
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.63K+ 10.17% |
$198K - $212K
|
17.6K
$2.37M
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.62K+ 2.85% |
$198K - $212K
|
58.6K
$7.9M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.62K+ 17.91% |
$197K - $212K
|
10.7K
$1.44M
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
1.61KNew |
$196K - $211K
|
1.61K
$217K
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.6KNew |
$195K - $210K
|
1.6K
$216K
|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.6KNew |
$195K - $209K
|
1.6K
$216K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.58K+ 25.61% |
$192K - $207K
|
7.76K
$1.05M
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.58KNew |
$192K - $206K
|
1.58K
$212K
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.57K+ 2.06% |
$191K - $205K
|
77.7K
$10.5M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.56K+ 1.61% |
$190K - $204K
|
98.3K
$13.2M
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.56K+ 6.36% |
$190K - $204K
|
26.1K
$3.52M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.42K+ 7.96% |
$173K - $186K
|
19.2K
$2.59M
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
1.42K+ 3.07% |
$172K - $185K
|
47.5K
$6.4M
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.41K+ 470.67% |
$172K - $185K
|
1.71K
$231K
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.4K+ 2.23% |
$171K - $183K
|
64.3K
$8.66M
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
1.37K+ 0.72% |
$167K - $180K
|
193K
$26M
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.36K+ 5.76% |
$165K - $177K
|
24.9K
$3.35M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.35K+ 33.32% |
$164K - $177K
|
5.41K
$728K
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.33K+ 62.75% |
$162K - $174K
|
3.45K
$464K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.32K+ 19.01% |
$160K - $172K
|
8.25K
$1.11M
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.3K+ 4.4% |
$158K - $169K
|
30.8K
$4.15M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.28K+ 1.35% |
$155K - $167K
|
96.2K
$13M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.26KNew |
$153K - $165K
|
1.26K
$170K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.24K+ 3.01% |
$150K - $162K
|
42.4K
$5.71M
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
1.21K+ 2.94% |
$147K - $158K
|
42.2K
$5.69M
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 424.29% |
$145K - $155K
|
1.47K
$198K
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.18K+ 24.92% |
$144K - $155K
|
5.93K
$799K
|
|
May 09, 2022
Q1 2022
|
United Bank
|
BUY
|
- |
1.17K+ 3.83% |
$142K - $153K
|
31.7K
$4.27M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
1.15K+ 44.9% |
$140K - $151K
|
3.72K
$501K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.14K+ 4.7% |
$138K - $148K
|
25.3K
$3.41M
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
1.11K+ 5.67% |
$135K - $146K
|
20.7K
$2.79M
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.11K+ 12.94% |
$135K - $146K
|
9.71K
$1.31M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.1K+ 1.7% |
$134K - $144K
|
65.8K
$8.87M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.1K+ 5.44% |
$134K - $144K
|
21.3K
$2.87M
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
1.1K+ 5.1% |
$134K - $144K
|
22.6K
$3.05M
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1.08K+ 1.99% |
$132K - $142K
|
55.6K
$7.48M
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
1.08K+ 6.03% |
$132K - $142K
|
19.1K
$2.57M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.06K+ 18.83% |
$129K - $139K
|
6.71K
$904K
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
1.04K+ 3.02% |
$127K - $137K
|
35.6K
$4.8M
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.04K+ 23.16% |
$126K - $136K
|
5.52K
$744K
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.04K+ 1.09% |
$126K - $136K
|
96K
$12.9M
|
|
Feb 13, 2025
Q1 2022
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
1K+ 7.94% |
$122K - $131K
|
13.6K
$1.83M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1K+ 2.04% |
$122K - $131K
|
49.9K
$6.72M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
966+ 40.25% |
$118K - $126K
|
3.37K
$453K
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
956+ 4.44% |
$116K - $125K
|
22.5K
$3.03M
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
949+ 12.11% |
$115K - $124K
|
8.79K
$1.18M
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
926+ 0.59% |
$113K - $121K
|
158K
$21.3M
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
905+ 17.52% |
$110K - $118K
|
6.07K
$818K
|