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
|
Wealthsource Partners, LLC
|
SELL
|
- |
-243- 4.27% |
$27.1K - $32.2K
|
5.44K
$752K
|
|
|
Nov 14, 2022
Q3 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-247- 5.16% |
$27.5K - $32.7K
|
4.54K
$627K
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
SELL
|
- |
-254- 3.97% |
$28.3K - $33.6K
|
6.14K
$848K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-264- 5.69% |
$29.4K - $34.9K
|
4.38K
$605K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-268- 12.08% |
$29.9K - $35.5K
|
1.95K
$269K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-274- 3.71% |
$30.6K - $36.3K
|
7.12K
$984K
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-283- 3.53% |
$31.6K - $37.5K
|
7.75K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-288- 13.79% |
$32.1K - $38.1K
|
1.8K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-290- 0.29% |
$32.3K - $38.4K
|
98.9K
$13.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-292- 6.6% |
$32.6K - $38.6K
|
4.13K
$571K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-300- 2.77% |
$33.5K - $39.7K
|
10.5K
$1.45M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-300- 9.66% |
$33.5K - $39.7K
|
2.81K
$388K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-304- 1.73% |
$33.9K - $40.2K
|
17.3K
$2.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-311- 6.1% |
$34.7K - $41.2K
|
4.79K
$662K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-315- 1.87% |
$35.1K - $41.7K
|
16.5K
$2.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-328- 5.38% |
$36.6K - $43.4K
|
5.77K
$797K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-329- 4.19% |
$36.7K - $43.5K
|
7.53K
$1.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-330- 2.24% |
$36.8K - $43.7K
|
14.4K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-336- 12.39% |
$37.5K - $44.5K
|
2.38K
$328K
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-351- 8.46% |
$39.1K - $46.5K
|
3.8K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-354- 3.78% |
$39.5K - $46.8K
|
9.01K
$1.25M
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-375- 4.93% |
$41.8K - $49.6K
|
7.24K
$1M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-384- 7.01% |
$42.8K - $50.8K
|
5.1K
$704K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-391- 0.21% |
$43.6K - $51.7K
|
185K
$25.6M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-394- 7.34% |
$43.9K - $52.1K
|
4.98K
$687K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-395- 0.91% |
$44K - $52.3K
|
43.2K
$5.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-398- 3.77% |
$44.4K - $52.7K
|
10.2K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-413- 0.59% |
$46K - $54.7K
|
69.2K
$9.57M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-415- 1.74% |
$46.3K - $54.9K
|
23.4K
$3.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-417- 18.65% |
$46.5K - $55.2K
|
1.82K
$251K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-420- 10.2% |
$46.8K - $55.6K
|
3.7K
$511K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-425- 14.38% |
$47.4K - $56.2K
|
2.53K
$350K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-440- 2.62% |
$49.1K - $58.2K
|
16.4K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-443- 10.94% |
$49.4K - $58.6K
|
3.61K
$498K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-447- 19.23% |
$49.8K - $59.2K
|
1.88K
$259K
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-448- 0.7% |
$50K - $59.3K
|
63.8K
$8.82M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-459- 0.37% |
$51.2K - $60.7K
|
123K
$17M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-461- 3.84% |
$51.4K - $61K
|
11.5K
$1.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-485- 2.52% |
$54.1K - $64.2K
|
18.8K
$2.59M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-490- 9.57% |
$54.6K - $64.8K
|
4.63K
$640K
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-490- 8.12% |
$54.6K - $64.8K
|
5.54K
$766K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-511- 0.71% |
$57K - $67.6K
|
71.2K
$9.83M
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-540- 1.64% |
$60.2K - $71.5K
|
32.4K
$4.48M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-549- 0.96% |
$61.2K - $72.7K
|
56.9K
$7.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-552- 2.91% |
$61.5K - $73.1K
|
18.4K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-578- 9.59% |
$64.4K - $76.5K
|
5.45K
$753K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-580- 1.83% |
$64.7K - $76.8K
|
31.2K
$4.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-580- 0.37% |
$64.7K - $76.8K
|
156K
$21.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-590- 9.65% |
$65.8K - $78.1K
|
5.53K
$764K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-606- 85.84% |
$67.6K - $80.2K
|
100
$13.8K
|