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 |
---|---|---|---|---|---|---|---|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
885+ 1.93% |
$108K - $116K
|
46.6K
$6.57M
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
857+ 5.1% |
$104K - $112K
|
17.7K
$2.49M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
848+ 3.07% |
$103K - $111K
|
28.5K
$4.02M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
821+ 2.93% |
$99.9K - $107K
|
28.9K
$4.07M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
820+ 1.82% |
$99.8K - $107K
|
45.8K
$6.46M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
819+ 6.49% |
$99.6K - $107K
|
13.4K
$1.89M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
801+ 35.63% |
$97.4K - $105K
|
3.05K
$430K
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
800+ 4.51% |
$97.3K - $105K
|
18.6K
$2.61M
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
800+ 68.38% |
$97.3K - $105K
|
1.97K
$278K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
797+ 24.89% |
$97K - $104K
|
4K
$564K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
793+ 57.26% |
$96.5K - $104K
|
2.18K
$307K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
792+ 0.21% |
$96.3K - $104K
|
380K
$53.6M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
790+ 7.57% |
$96.1K - $103K
|
11.2K
$1.58M
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
785New |
$95.5K - $103K
|
785
$111K
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
753New |
$91.6K - $98.5K
|
753
$106K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
737+ 8.1% |
$89.7K - $96.4K
|
9.84K
$1.39M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
709+ 3.8% |
$86.2K - $92.7K
|
19.3K
$2.73M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
701+ 1.09% |
$85.3K - $91.7K
|
65K
$9.17M
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
699+ 13.79% |
$85K - $91.4K
|
5.77K
$813K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
694New |
$84.4K - $90.7K
|
694
$97.8K
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
686+ 4.72% |
$83.5K - $89.7K
|
15.2K
$2.15M
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
685New |
$83.3K - $89.6K
|
685
$96.6K
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
660+ 4.72% |
$80.3K - $86.3K
|
14.6K
$2.06M
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
652New |
$79.3K - $85.2K
|
652
$91.9K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
651+ 25.32% |
$79.2K - $85.1K
|
3.22K
$454K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
650+ 29.61% |
$79.1K - $85K
|
2.85K
$401K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
646+ 8.63% |
$78.6K - $84.5K
|
8.13K
$1.15M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
640+ 23.32% |
$77.9K - $83.7K
|
3.39K
$477K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
637+ 3.96% |
$77.5K - $83.3K
|
16.7K
$2.36M
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
622+ 6.0% |
$75.7K - $81.3K
|
11K
$1.55M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
611+ 27.84% |
$74.3K - $79.9K
|
2.81K
$396K
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
611+ 13.0% |
$74.3K - $79.9K
|
5.31K
$749K
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
608+ 1.03% |
$74K - $79.5K
|
59.4K
$8.38M
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
605+ 16.56% |
$73.6K - $79.1K
|
4.26K
$600K
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
602+ 8.63% |
$73.2K - $78.7K
|
7.58K
$1.07M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
600+ 81.19% |
$73K - $78.5K
|
1.34K
$189K
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
600+ 45.66% |
$73K - $78.5K
|
1.91K
$270K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
596+ 12.29% |
$72.5K - $77.9K
|
5.45K
$768K
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
584+ 0.61% |
$71K - $76.4K
|
96.2K
$13.6M
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
577New |
$70.2K - $75.4K
|
577
$81.3K
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
565+ 35.09% |
$68.7K - $73.9K
|
2.18K
$307K
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
559+ 6.98% |
$68K - $73.1K
|
8.56K
$1.21M
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
555+ 2.3% |
$67.5K - $72.6K
|
24.6K
$3.47M
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
547+ 2.17% |
$66.5K - $71.5K
|
25.8K
$3.63M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
528+ 16.58% |
$64.2K - $69K
|
3.71K
$523K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
528+ 16.58% |
$64.2K - $69K
|
3.71K
$523K
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
525+ 3.26% |
$63.9K - $68.6K
|
16.6K
$2.35M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
520+ 108.11% |
$63.3K - $68K
|
1K
$141K
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
500+ 13.7% |
$60.8K - $65.4K
|
4.15K
$585K
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
494+ 5.51% |
$60.1K - $64.6K
|
9.45K
$1.33M
|