Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
1+ 0.13% |
$112 - $132
|
787
$105K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.69% |
$112 - $132
|
60
$8.02K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$112 - $132
|
8.73K
$1.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$112 - $132
|
472
$63.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1- 0.42% |
$112 - $132
|
237
$31.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 0.06% |
$112 - $132
|
1.56K
$209K
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1- 0.01% |
$112 - $132
|
9.21K
$1.23M
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1- 2.38% |
$112 - $132
|
41
$5.48K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4- 0.04% |
$446 - $529
|
11.1K
$1.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 0.65% |
$781 - $926
|
1.07K
$143K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
SELL
|
- |
-8- 0.4% |
$892 - $1.06K
|
2K
$267K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-10- 0.05% |
$1.12K - $1.32K
|
20.5K
$2.74M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.43% |
$1.23K - $1.46K
|
2.54K
$339K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-11- 0.28% |
$1.23K - $1.46K
|
3.9K
$521K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-13- 2.54% |
$1.45K - $1.72K
|
499
$66.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-14- 0.7% |
$1.56K - $1.85K
|
1.99K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-14- 0.2% |
$1.56K - $1.85K
|
7.01K
$936K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-15- 0.21% |
$1.67K - $1.99K
|
7.12K
$951K
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-18- 0.8% |
$2.01K - $2.38K
|
2.24K
$299K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-20- 0.4% |
$2.23K - $2.65K
|
4.99K
$667K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-20- 0.92% |
$2.23K - $2.65K
|
2.16K
$288K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-23- 0.18% |
$2.56K - $3.04K
|
12.8K
$1.72M
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-28- 0.42% |
$3.12K - $3.71K
|
6.67K
$891K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-28- 0.1% |
$3.12K - $3.71K
|
27.1K
$3.62M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-29- 0.84% |
$3.23K - $3.84K
|
3.44K
$460K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-30- 0.67% |
$3.35K - $3.97K
|
4.48K
$598K
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-32- 0.44% |
$3.57K - $4.23K
|
7.19K
$961K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-35- 4.9% |
$3.9K - $4.63K
|
680
$90.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-38- 1.32% |
$4.24K - $5.03K
|
2.85K
$381K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-38- 0.94% |
$4.24K - $5.03K
|
4.01K
$537K
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-39- 1.23% |
$4.35K - $5.16K
|
3.14K
$420K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-40- 1.19% |
$4.46K - $5.29K
|
3.33K
$445K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-40- 0.26% |
$4.46K - $5.29K
|
15.6K
$2.08M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-43- 0.18% |
$4.79K - $5.69K
|
24.1K
$3.22M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-44- 0.42% |
$4.91K - $5.82K
|
10.3K
$1.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-45- 0.38% |
$5.02K - $5.96K
|
11.8K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-46- 0.36% |
$5.13K - $6.09K
|
12.8K
$1.71M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-51- 1.95% |
$5.69K - $6.75K
|
2.56K
$342K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.64% |
$5.8K - $6.88K
|
8.1K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-53- 0.6% |
$5.91K - $7.01K
|
8.81K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-55- 0.77% |
$6.13K - $7.28K
|
7.11K
$951K
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-58- 0.38% |
$6.47K - $7.68K
|
15.3K
$2.04M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-59- 31.38% |
$6.58K - $7.81K
|
129
$17.2K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-60- 0.6% |
$6.69K - $7.94K
|
9.95K
$1.33M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-65- 4.15% |
$7.25K - $8.6K
|
1.5K
$201K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-72- 3.18% |
$8.03K - $9.53K
|
2.2K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-72- 9.18% |
$8.03K - $9.53K
|
712
$95.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-74- 2.25% |
$8.25K - $9.79K
|
3.22K
$430K
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-75- 0.49% |
$8.36K - $9.93K
|
15.2K
$2.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-80- 0.12% |
$8.92K - $10.6K
|
67.9K
$9.08M
|