Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-109- 0.91% |
$12.4K - $14.4K
|
11.9K
$1.71M
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-110- 2.2% |
$12.5K - $14.6K
|
4.89K
$701K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-112- 9.44% |
$12.8K - $14.8K
|
1.07K
$154K
|
|
Jul 19, 2022
Q2 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-115- 2.29% |
$13.1K - $15.2K
|
4.91K
$704K
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-120- 1.79% |
$13.7K - $15.9K
|
6.57K
$943K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-120- 1.79% |
$13.7K - $15.9K
|
6.57K
$943K
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-121- 3.33% |
$13.8K - $16K
|
3.51K
$503K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-122- 5.38% |
$13.9K - $16.1K
|
2.15K
$308K
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-123- 2.0% |
$14K - $16.3K
|
6.01K
$863K
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-124- 3.85% |
$14.1K - $16.4K
|
3.09K
$444K
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-124- 4.91% |
$14.1K - $16.4K
|
2.4K
$344K
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-125Closed |
$14.3K - $16.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-125Closed |
$14.3K - $16.5K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-125Closed |
$14.3K - $16.5K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-129- 0.2% |
$14.7K - $17.1K
|
64.3K
$9.22M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-134Closed |
$15.3K - $17.7K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-141- 23.04% |
$16.1K - $18.7K
|
471
$67.6K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-148- 0.36% |
$16.9K - $19.6K
|
41.3K
$5.92M
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-150- 4.61% |
$17.1K - $19.8K
|
3.11K
$446K
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-150- 0.84% |
$17.1K - $19.8K
|
17.8K
$2.55M
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-153- 0.95% |
$17.5K - $20.2K
|
15.9K
$2.28M
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-153- 0.15% |
$17.5K - $20.2K
|
99K
$14.2M
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-156- 6.57% |
$17.8K - $20.6K
|
2.22K
$318K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-161Closed |
$18.4K - $21.3K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-166- 3.41% |
$18.9K - $22K
|
4.7K
$674K
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-166- 5.41% |
$18.9K - $22K
|
2.9K
$416K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-167- 0.79% |
$19K - $22.1K
|
21K
$3.01M
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-170- 2.09% |
$19.4K - $22.5K
|
7.96K
$1.14M
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-171- 6.29% |
$19.5K - $22.6K
|
2.55K
$366K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-175- 7.26% |
$20K - $23.2K
|
2.24K
$321K
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-188- 2.2% |
$21.4K - $24.9K
|
8.37K
$1.2M
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-190- 3.15% |
$21.7K - $25.1K
|
5.84K
$838K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-195- 0.4% |
$22.2K - $25.8K
|
49K
$7.03M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-197- 0.89% |
$22.5K - $26.1K
|
21.9K
$3.14M
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-200- 5.0% |
$22.8K - $26.5K
|
3.8K
$545K
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-204Closed |
$23.3K - $27K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-205- 6.98% |
$23.4K - $27.1K
|
2.73K
$392K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-206- 76.01% |
$23.5K - $27.3K
|
65
$9.33K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-210- 5.42% |
$24K - $27.8K
|
3.66K
$525K
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-225- 0.86% |
$25.7K - $29.8K
|
26K
$3.73M
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-229- 10.94% |
$26.1K - $30.3K
|
1.87K
$268K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-234- 6.3% |
$26.7K - $31K
|
3.48K
$499K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-234- 6.3% |
$26.7K - $31K
|
3.48K
$499K
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-237- 2.22% |
$27K - $31.4K
|
10.4K
$1.5M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-243- 2.96% |
$27.7K - $32.1K
|
7.96K
$1.14M
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-245- 1.83% |
$27.9K - $32.4K
|
13.2K
$1.89M
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-256- 1.31% |
$29.2K - $33.9K
|
19.3K
$2.76M
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-256- 8.4% |
$29.2K - $33.9K
|
2.79K
$401K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-258- 11.51% |
$29.4K - $34.1K
|
1.98K
$285K
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-268- 8.49% |
$30.6K - $35.5K
|
2.89K
$414K
|