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 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
225New |
$27.4K - $29.4K
|
225
$30.1K
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
215+ 2.63% |
$26.2K - $28.1K
|
8.38K
$1.12M
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
201+ 0.19% |
$24.5K - $26.3K
|
105K
$14M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200New |
$24.3K - $26.2K
|
200
$26.8K
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
200+ 2.18% |
$24.3K - $26.2K
|
9.39K
$1.26M
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
185+ 0.49% |
$22.5K - $24.2K
|
38.3K
$5.12M
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
179+ 0.75% |
$21.8K - $23.4K
|
23.9K
$3.2M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
175+ 6.88% |
$21.3K - $22.9K
|
2.72K
$364K
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
172+ 10.8% |
$20.9K - $22.5K
|
1.76K
$236K
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
171+ 0.11% |
$20.8K - $22.4K
|
157K
$21M
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
169+ 0.35% |
$20.6K - $22.1K
|
48.7K
$6.51M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
168+ 0.84% |
$20.4K - $22K
|
20.2K
$2.7M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
161+ 3.4% |
$19.6K - $21.1K
|
4.9K
$655K
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
160+ 2.52% |
$19.5K - $20.9K
|
6.5K
$870K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
155New |
$18.9K - $20.3K
|
155
$20.7K
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
155+ 0.88% |
$18.9K - $20.3K
|
17.8K
$2.39M
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
152+ 0.6% |
$18.5K - $19.9K
|
25.6K
$3.42M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
149+ 1.58% |
$18.1K - $19.5K
|
9.59K
$1.28M
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
142+ 4.12% |
$17.3K - $18.6K
|
3.59K
$480K
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
137+ 0.62% |
$16.7K - $17.9K
|
22.1K
$2.96M
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
137+ 1.26% |
$16.7K - $17.9K
|
11K
$1.47M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
134New |
$16.3K - $17.5K
|
134
$17.9K
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
130+ 1.34% |
$15.8K - $17K
|
9.82K
$1.31M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
129+ 1.26% |
$15.7K - $16.9K
|
10.4K
$1.39M
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
126+ 5.25% |
$15.3K - $16.5K
|
2.52K
$338K
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
125+ 2.21% |
$15.2K - $16.3K
|
5.79K
$775K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
119+ 2.44% |
$14.5K - $15.6K
|
5K
$668K
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
BUY
|
- |
117+ 0.88% |
$14.2K - $15.3K
|
13.4K
$1.79M
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
115+ 4.48% |
$14K - $15K
|
2.68K
$359K
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
112+ 110.89% |
$13.6K - $14.6K
|
213
$28.5K
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
108+ 3.84% |
$13.1K - $14.1K
|
2.92K
$391K
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
107+ 1.21% |
$13K - $14K
|
8.96K
$1.2M
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
107+ 1.49% |
$13K - $14K
|
7.27K
$972K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
105+ 0.58% |
$12.8K - $13.7K
|
18.3K
$2.44M
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
105+ 1.11% |
$12.8K - $13.7K
|
9.53K
$1.28M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
100+ 5.26% |
$12.2K - $13.1K
|
2K
$268K
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 1.54% |
$12.2K - $13.1K
|
6.61K
$884K
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
100+ 0.61% |
$12.2K - $13.1K
|
16.4K
$2.2M
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
100+ 2.37% |
$12.2K - $13.1K
|
4.33K
$579K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100+ 0.94% |
$12.2K - $13.1K
|
10.8K
$1.44M
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
100+ 2.45% |
$12.2K - $13.1K
|
4.18K
$559K
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
98+ 5.66% |
$11.9K - $12.8K
|
1.83K
$245K
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
94+ 0.09% |
$11.4K - $12.3K
|
109K
$14.5M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
90+ 2.61% |
$10.9K - $11.8K
|
3.54K
$474K
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
89+ 2.45% |
$10.8K - $11.6K
|
3.72K
$497K
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
87+ 0.06% |
$10.6K - $11.4K
|
154K
$20.6M
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
83+ 5.15% |
$10.1K - $10.9K
|
1.7K
$227K
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
82+ 3.59% |
$9.98K - $10.7K
|
2.36K
$316K
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
80+ 0.66% |
$9.73K - $10.5K
|
12.2K
$1.63M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
80+ 0.46% |
$9.73K - $10.5K
|
17.4K
$2.32M
|