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 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
38+ 0.85% |
$4.33K - $5.03K
|
4.51K
$605K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 0.41% |
$4.22K - $4.9K
|
9.12K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
37+ 0.4% |
$4.22K - $4.9K
|
9.21K
$1.24M
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
36New |
$4.11K - $4.76K
|
36
$4.83K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34+ 1.16% |
$3.88K - $4.5K
|
2.97K
$399K
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
34+ 0.24% |
$3.88K - $4.5K
|
14K
$1.89M
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
32+ 0.01% |
$3.65K - $4.23K
|
288K
$38.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
31+ 0.16% |
$3.54K - $4.1K
|
19.1K
$2.56M
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
31+ 1.87% |
$3.54K - $4.1K
|
1.69K
$226K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
30+ 0.59% |
$3.42K - $3.97K
|
5.07K
$681K
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
BUY
|
- |
28+ 0.63% |
$3.19K - $3.7K
|
4.48K
$602K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25+ 1.01% |
$2.85K - $3.31K
|
2.5K
$336K
|
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
24+ 0.24% |
$2.74K - $3.18K
|
9.98K
$1.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
24+ 0.66% |
$2.74K - $3.18K
|
3.68K
$494K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24New |
$2.74K - $3.18K
|
24
$3.22K
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
20+ 1.19% |
$2.28K - $2.65K
|
1.7K
$228K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
19New |
$2.17K - $2.51K
|
19
$2.55K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
18+ 2.4% |
$2.05K - $2.38K
|
769
$103K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
17+ 0.67% |
$1.94K - $2.25K
|
2.54K
$341K
|
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
16+ 0.26% |
$1.83K - $2.12K
|
6.24K
$838K
|
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
15+ 0.4% |
$1.71K - $1.98K
|
3.73K
$501K
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
15+ 0.65% |
$1.71K - $1.98K
|
2.31K
$311K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15+ 0.3% |
$1.71K - $1.98K
|
5.01K
$672K
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
14+ 0.3% |
$1.6K - $1.85K
|
4.72K
$633K
|
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
13+ 0.62% |
$1.48K - $1.72K
|
2.12K
$285K
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
13+ 0.3% |
$1.48K - $1.72K
|
4.39K
$590K
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
12+ 0.46% |
$1.37K - $1.59K
|
2.65K
$355K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
11+ 0.53% |
$1.25K - $1.46K
|
2.09K
$281K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.26% |
$1.25K - $1.46K
|
4.22K
$567K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
11+ 0.06% |
$1.25K - $1.46K
|
19K
$2.54M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 0.33% |
$1.14K - $1.32K
|
3.03K
$406K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10+ 0.38% |
$1.14K - $1.32K
|
2.61K
$350K
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9+ 0.08% |
$1.03K - $1.19K
|
11.6K
$1.56M
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9+ 0.09% |
$1.03K - $1.19K
|
10.1K
$1.36M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.11% |
$913 - $1.06K
|
7.12K
$956K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
8+ 0.27% |
$913 - $1.06K
|
3.01K
$404K
|
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
8+ 0.33% |
$913 - $1.06K
|
2.46K
$330K
|
|
|
Jul 08, 2022
Q2 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
8+ 0.29% |
$913 - $1.06K
|
2.79K
$374K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
BUY
|
- |
8+ 0.4% |
$913 - $1.06K
|
2.01K
$270K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.84% |
$913 - $1.06K
|
958
$129K
|
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7+ 0.11% |
$798 - $926
|
6.52K
$875K
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.57% |
$798 - $926
|
1.23K
$165K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 2.25% |
$684 - $794
|
273
$36.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.18% |
$684 - $794
|
3.29K
$442K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.59% |
$684 - $794
|
1.02K
$136K
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6+ 0.29% |
$684 - $794
|
2.08K
$279K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 0.65% |
$684 - $794
|
935
$126K
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.11% |
$570 - $662
|
4.72K
$634K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
5+ 0.23% |
$570 - $662
|
2.16K
$291K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4+ 0.15% |
$456 - $529
|
2.73K
$367K
|