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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-227- 0.44% |
$25.3K - $30K
|
51.5K
$6.68M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-231- 2.32% |
$25.8K - $30.6K
|
9.71K
$1.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-234- 0.47% |
$26.1K - $31K
|
49.5K
$6.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-235- 9.51% |
$26.2K - $31.1K
|
2.24K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-243- 4.27% |
$27.1K - $32.2K
|
5.44K
$707K
|
|
|
Nov 14, 2022
Q3 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-247- 5.16% |
$27.5K - $32.7K
|
4.54K
$590K
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
SELL
|
- |
-254- 3.97% |
$28.3K - $33.6K
|
6.14K
$797K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-264- 5.69% |
$29.4K - $34.9K
|
4.38K
$568K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-268- 12.08% |
$29.9K - $35.5K
|
1.95K
$253K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-274- 3.71% |
$30.6K - $36.3K
|
7.12K
$925K
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-283- 3.53% |
$31.6K - $37.5K
|
7.75K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-288- 13.79% |
$32.1K - $38.1K
|
1.8K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-290- 0.29% |
$32.3K - $38.4K
|
98.9K
$12.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-292- 6.6% |
$32.6K - $38.6K
|
4.13K
$536K
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-300- 9.66% |
$33.5K - $39.7K
|
2.81K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-300- 2.77% |
$33.5K - $39.7K
|
10.5K
$1.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-304- 1.73% |
$33.9K - $40.2K
|
17.3K
$2.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-311- 6.1% |
$34.7K - $41.2K
|
4.79K
$622K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-315- 1.87% |
$35.1K - $41.7K
|
16.5K
$2.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-328- 5.38% |
$36.6K - $43.4K
|
5.77K
$749K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-329- 4.19% |
$36.7K - $43.5K
|
7.53K
$977K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-330- 2.24% |
$36.8K - $43.7K
|
14.4K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-336- 12.39% |
$37.5K - $44.5K
|
2.38K
$309K
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-351- 8.46% |
$39.1K - $46.5K
|
3.8K
$493K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-354- 3.78% |
$39.5K - $46.8K
|
9.01K
$1.17M
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-375- 4.93% |
$41.8K - $49.6K
|
7.24K
$940K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-384- 7.01% |
$42.8K - $50.8K
|
5.1K
$662K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-391- 0.21% |
$43.6K - $51.7K
|
185K
$24M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-394- 7.34% |
$43.9K - $52.1K
|
4.98K
$646K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-395- 0.91% |
$44K - $52.3K
|
43.2K
$5.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-398- 3.77% |
$44.4K - $52.7K
|
10.2K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-413- 0.59% |
$46K - $54.7K
|
69.2K
$8.99M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-415- 1.74% |
$46.3K - $54.9K
|
23.4K
$3.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-417- 18.65% |
$46.5K - $55.2K
|
1.82K
$236K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-420- 10.2% |
$46.8K - $55.6K
|
3.7K
$480K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-425- 14.38% |
$47.4K - $56.2K
|
2.53K
$329K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-440- 2.62% |
$49.1K - $58.2K
|
16.4K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-443- 10.94% |
$49.4K - $58.6K
|
3.61K
$468K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-447- 19.23% |
$49.8K - $59.2K
|
1.88K
$244K
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-448- 0.7% |
$50K - $59.3K
|
63.8K
$8.29M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-459- 0.37% |
$51.2K - $60.7K
|
123K
$16M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-461- 3.84% |
$51.4K - $61K
|
11.5K
$1.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-485- 2.52% |
$54.1K - $64.2K
|
18.8K
$2.44M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-490- 8.12% |
$54.6K - $64.8K
|
5.54K
$720K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-490- 9.57% |
$54.6K - $64.8K
|
4.63K
$602K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-511- 0.71% |
$57K - $67.6K
|
71.2K
$9.24M
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-540- 1.64% |
$60.2K - $71.5K
|
32.4K
$4.21M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-549- 0.96% |
$61.2K - $72.7K
|
56.9K
$7.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-552- 2.91% |
$61.5K - $73.1K
|
18.4K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-578- 9.59% |
$64.4K - $76.5K
|
5.45K
$707K
|