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 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-80- 2.92% |
$8.92K - $10.6K
|
2.66K
$356K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-83- 3.25% |
$9.25K - $11K
|
2.47K
$330K
|
|
|
Nov 09, 2022
Q3 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-87- 2.04% |
$9.7K - $11.5K
|
4.18K
$560K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-88- 3.69% |
$9.81K - $11.6K
|
2.29K
$307K
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-89- 1.94% |
$9.92K - $11.8K
|
4.49K
$602K
|
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
SELL
|
- |
-90- 0.76% |
$10K - $11.9K
|
11.7K
$1.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-90- 2.24% |
$10K - $11.9K
|
3.93K
$526K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-97- 1.32% |
$10.8K - $12.8K
|
7.24K
$970K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-99- 10.83% |
$11K - $13.1K
|
815
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-100- 2.96% |
$11.2K - $13.2K
|
3.28K
$439K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-100- 1.49% |
$11.2K - $13.2K
|
6.61K
$886K
|
|
|
Nov 14, 2022
Q3 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-103- 0.75% |
$11.5K - $13.6K
|
13.6K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-106- 1.67% |
$11.8K - $14K
|
6.24K
$835K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-107- 1.22% |
$11.9K - $14.2K
|
8.64K
$1.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-110- 1.1% |
$12.3K - $14.6K
|
9.87K
$1.32M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-110- 2.83% |
$12.3K - $14.6K
|
3.77K
$505K
|
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-110- 3.56% |
$12.3K - $14.6K
|
2.98K
$400K
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-117- 3.09% |
$13K - $15.5K
|
3.67K
$492K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-122- 1.0% |
$13.6K - $16.1K
|
12.1K
$1.62M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-125- 1.57% |
$13.9K - $16.5K
|
7.83K
$1.05M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-135- 1.16% |
$15.1K - $17.9K
|
11.5K
$1.53M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-146- 2.53% |
$16.3K - $19.3K
|
5.62K
$753K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-149- 2.77% |
$16.6K - $19.7K
|
5.24K
$702K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-150- 6.98% |
$16.7K - $19.9K
|
2K
$268K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-150- 2.65% |
$16.7K - $19.9K
|
5.52K
$739K
|
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-150- 6.92% |
$16.7K - $19.9K
|
2.02K
$270K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-151- 5.53% |
$16.8K - $20K
|
2.58K
$345K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-156- 3.99% |
$17.4K - $20.6K
|
3.75K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-159- 2.11% |
$17.7K - $21K
|
7.39K
$990K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-163- 3.26% |
$18.2K - $21.6K
|
4.84K
$649K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-172- 1.7% |
$19.2K - $22.8K
|
9.95K
$1.33M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-182- 3.8% |
$20.3K - $24.1K
|
4.61K
$617K
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-196- 0.32% |
$21.9K - $25.9K
|
61.7K
$8.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-198- 0.17% |
$22.1K - $26.2K
|
119K
$16M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 0.46% |
$22.3K - $26.5K
|
43.1K
$5.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-202- 2.84% |
$22.5K - $26.7K
|
6.92K
$927K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-203- 3.11% |
$22.6K - $26.9K
|
6.31K
$846K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-204- 0.91% |
$22.7K - $27K
|
22.3K
$2.99M
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
SELL
|
- |
-205- 3.11% |
$22.9K - $27.1K
|
6.39K
$856K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-206- 0.94% |
$23K - $27.3K
|
21.8K
$2.92M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-206- 6.36% |
$23K - $27.3K
|
3.03K
$406K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-208- 3.16% |
$23.2K - $27.5K
|
6.38K
$854K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-209- 3.54% |
$23.3K - $27.7K
|
5.7K
$763K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-210- 0.73% |
$23.4K - $27.8K
|
28.5K
$3.81M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-223- 3.96% |
$24.9K - $29.5K
|
5.4K
$724K
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-224- 8.1% |
$25K - $29.6K
|
2.54K
$341K
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-227- 0.44% |
$25.3K - $30K
|
51.5K
$6.89M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-231- 2.32% |
$25.8K - $30.6K
|
9.71K
$1.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-234- 0.47% |
$26.1K - $31K
|
49.5K
$6.63M
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-235- 9.51% |
$26.2K - $31.1K
|
2.24K
$299K
|