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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 7.72% |
$176K - $204K
|
21.5K
$3.06M
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.49K+ 1.42% |
$170K - $198K
|
107K
$15.2M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.46K+ 20.11% |
$167K - $193K
|
8.73K
$1.24M
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.41KNew |
$161K - $187K
|
1.41K
$201K
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.38K+ 7.7% |
$158K - $183K
|
19.3K
$2.75M
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.36K+ 10.56% |
$155K - $180K
|
14.2K
$2.03M
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.34K+ 18.8% |
$153K - $177K
|
8.47K
$1.2M
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.29K+ 0.77% |
$147K - $171K
|
169K
$24.1M
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
BUY
|
- |
1.28K+ 2.02% |
$145K - $169K
|
64.5K
$9.17M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.25KNew |
$143K - $165K
|
1.25K
$178K
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.19K+ 88.32% |
$135K - $157K
|
2.53K
$360K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 0.96% |
$135K - $157K
|
124K
$17.7M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.15K+ 26.81% |
$131K - $152K
|
5.44K
$773K
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
1.1K+ 2.65% |
$126K - $146K
|
42.7K
$6.08M
|
|
Jul 14, 2022
Q2 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.09K+ 12.54% |
$124K - $144K
|
9.79K
$1.39M
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.08K+ 1.84% |
$123K - $143K
|
59.7K
$8.5M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.04K+ 50.15% |
$118K - $137K
|
3.1K
$441K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.03KNew |
$117K - $136K
|
1.03K
$147K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.03K+ 32.6% |
$117K - $136K
|
4.18K
$595K
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
BUY
|
- |
1.03K+ 21.99% |
$117K - $136K
|
5.69K
$810K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.02K+ 0.24% |
$116K - $135K
|
423K
$60.3M
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.01K+ 63.26% |
$116K - $134K
|
2.62K
$372K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
985+ 18.38% |
$112K - $130K
|
6.35K
$903K
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
963+ 71.92% |
$110K - $127K
|
2.3K
$328K
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
957+ 75.89% |
$109K - $127K
|
2.22K
$316K
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
950+ 14.26% |
$108K - $126K
|
7.61K
$1.08M
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
948+ 15.08% |
$108K - $125K
|
7.23K
$1.03M
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
944+ 0.41% |
$108K - $125K
|
232K
$32.9M
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
942+ 5.66% |
$107K - $125K
|
17.6K
$2.5M
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
907+ 4.95% |
$103K - $120K
|
19.2K
$2.74M
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
906+ 17.06% |
$103K - $120K
|
6.22K
$885K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
883+ 20.93% |
$101K - $117K
|
5.1K
$726K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
865+ 30.4% |
$98.7K - $114K
|
3.71K
$528K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
855+ 49.94% |
$97.5K - $113K
|
2.57K
$365K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
850New |
$97K - $112K
|
850
$121K
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
836+ 4.09% |
$95.4K - $111K
|
21.3K
$3.03M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
820+ 2.88% |
$93.5K - $108K
|
29.3K
$4.17M
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
808+ 49.27% |
$92.2K - $107K
|
2.45K
$348K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
807+ 0.71% |
$92.1K - $107K
|
115K
$16.3M
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
778+ 99.11% |
$88.7K - $103K
|
1.56K
$222K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
775+ 7.36% |
$88.4K - $103K
|
11.3K
$1.61M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
768+ 0.65% |
$87.6K - $102K
|
120K
$17M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
764New |
$87.1K - $101K
|
764
$109K
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
761+ 0.64% |
$86.8K - $101K
|
120K
$17M
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
760New |
$86.7K - $101K
|
760
$108K
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
754+ 0.72% |
$86K - $99.8K
|
106K
$15M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
720+ 23.02% |
$82.1K - $95.3K
|
3.85K
$548K
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
BUY
|
- |
710+ 3.58% |
$81K - $93.9K
|
20.5K
$2.92M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
710New |
$81K - $93.9K
|
710
$101K
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
679+ 2.63% |
$77.5K - $89.8K
|
26.5K
$3.76M
|