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
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
83+ 5.15% |
$10.1K - $10.9K
|
1.7K
$228K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
82+ 3.59% |
$9.98K - $10.7K
|
2.36K
$318K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
80+ 0.46% |
$9.73K - $10.5K
|
17.4K
$2.34M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
80+ 0.66% |
$9.73K - $10.5K
|
12.2K
$1.64M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
80+ 100.0% |
$9.73K - $10.5K
|
160
$21.6K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
80+ 3.14% |
$9.73K - $10.5K
|
2.63K
$354K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
77+ 2.29% |
$9.37K - $10.1K
|
3.44K
$463K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
77+ 0.91% |
$9.37K - $10.1K
|
8.57K
$1.15M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
75+ 1.02% |
$9.12K - $9.81K
|
7.4K
$997K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
75+ 72.12% |
$9.12K - $9.81K
|
179
$24.1K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73+ 3.03% |
$8.88K - $9.54K
|
2.48K
$334K
|
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
68+ 0.05% |
$8.27K - $8.89K
|
142K
$19.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
67+ 4.27% |
$8.15K - $8.76K
|
1.64K
$221K
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
66+ 3.78% |
$8.03K - $8.63K
|
1.81K
$244K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
65New |
$7.91K - $8.5K
|
65
$8.76K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
62+ 2.02% |
$7.54K - $8.11K
|
3.13K
$421K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
60+ 1.23% |
$7.3K - $7.85K
|
4.93K
$664K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57New |
$6.93K - $7.45K
|
57
$7.68K
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
55+ 0.6% |
$6.69K - $7.19K
|
9.19K
$1.24M
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
52+ 4.28% |
$6.33K - $6.8K
|
1.27K
$171K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.49% |
$6.08K - $6.54K
|
10.2K
$1.37M
|
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
50+ 2.31% |
$6.08K - $6.54K
|
2.21K
$298K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
49New |
$5.96K - $6.41K
|
49
$6.6K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
48+ 12.21% |
$5.84K - $6.28K
|
441
$59.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
47+ 0.53% |
$5.72K - $6.15K
|
8.92K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
44+ 1.83% |
$5.35K - $5.75K
|
2.45K
$330K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
43+ 0.36% |
$5.23K - $5.62K
|
12K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
41+ 0.18% |
$4.99K - $5.36K
|
22.4K
$3.01M
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
39+ 205.26% |
$4.74K - $5.1K
|
58
$7.81K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
38+ 0.7% |
$4.62K - $4.97K
|
5.45K
$734K
|
|
|
Apr 06, 2022
Q1 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
37+ 1.35% |
$4.5K - $4.84K
|
2.78K
$374K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36+ 40.0% |
$4.38K - $4.71K
|
126
$17K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
35+ 6.19% |
$4.26K - $4.58K
|
600
$80.8K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
34+ 0.73% |
$4.14K - $4.45K
|
4.71K
$635K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 213.33% |
$3.89K - $4.18K
|
47
$6.33K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
32+ 0.09% |
$3.89K - $4.18K
|
34.5K
$4.65M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
30+ 0.56% |
$3.65K - $3.92K
|
5.36K
$722K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30+ 0.72% |
$3.65K - $3.92K
|
4.22K
$568K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
27+ 1.36% |
$3.28K - $3.53K
|
2.02K
$271K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
23+ 0.23% |
$2.8K - $3.01K
|
9.96K
$1.34M
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
22+ 1.07% |
$2.68K - $2.88K
|
2.07K
$279K
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
22+ 0.61% |
$2.68K - $2.88K
|
3.66K
$492K
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
19+ 0.61% |
$2.31K - $2.48K
|
3.15K
$424K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19+ 0.49% |
$2.31K - $2.48K
|
3.89K
$524K
|
|
|
May 11, 2022
Q1 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
17+ 0.65% |
$2.07K - $2.22K
|
2.64K
$355K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
16+ 0.14% |
$1.95K - $2.09K
|
11.6K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
16+ 0.26% |
$1.95K - $2.09K
|
6.23K
$839K
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
15+ 0.67% |
$1.82K - $1.96K
|
2.25K
$304K
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
15+ 0.6% |
$1.82K - $1.96K
|
2.52K
$339K
|
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
15+ 0.29% |
$1.82K - $1.96K
|
5.15K
$694K
|