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
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-2.18K- 5.38% |
$243K - $289K
|
38.3K
$5.13M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.45K- 3.87% |
$273K - $324K
|
60.7K
$8.13M
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-2.47K- 5.44% |
$275K - $327K
|
42.9K
$5.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.52K- 2.39% |
$281K - $333K
|
103K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.63K- 2.58% |
$293K - $348K
|
99.4K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.68K- 55.03% |
$299K - $355K
|
2.19K
$293K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.72K- 0.74% |
$303K - $360K
|
363K
$48.6M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.75K- 3.64% |
$307K - $364K
|
73K
$9.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.85K- 46.77% |
$318K - $377K
|
3.24K
$434K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-2.91K- 3.24% |
$325K - $385K
|
86.9K
$11.6M
|
|
|
Oct 17, 2022
Q3 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.92K- 1.25% |
$325K - $386K
|
231K
$31M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.92K- 2.22% |
$326K - $386K
|
128K
$17.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.93K- 37.45% |
$326K - $387K
|
4.89K
$655K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.01K- 2.35% |
$336K - $398K
|
125K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.03K- 12.2% |
$338K - $401K
|
21.8K
$2.92M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-3.1K- 51.26% |
$346K - $410K
|
2.95K
$395K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.25K- 17.3% |
$362K - $430K
|
15.5K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.34K- 46.86% |
$373K - $442K
|
3.79K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.49K- 21.16% |
$389K - $461K
|
13K
$1.74M
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.57K- 3.25% |
$398K - $473K
|
106K
$14.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.7K- 4.01% |
$413K - $490K
|
88.7K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.73K- 28.77% |
$416K - $494K
|
9.24K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-3.79K- 13.55% |
$422K - $501K
|
24.2K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.09K- 60.27% |
$456K - $541K
|
2.69K
$361K
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.17K- 46.41% |
$465K - $551K
|
4.81K
$644K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.4K- 30.85% |
$490K - $582K
|
9.85K
$1.32M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-5.11K- 10.47% |
$570K - $676K
|
43.7K
$5.85M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-5.37KClosed |
$599K - $711K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5.41K- 10.6% |
$603K - $715K
|
45.6K
$6.11M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.69K- 6.23% |
$634K - $753K
|
85.7K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.02K- 10.32% |
$783K - $930K
|
61K
$8.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.75K- 28.99% |
$976K - $1.16M
|
21.4K
$2.87M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.93K- 3.51% |
$995K - $1.18M
|
245K
$32.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-9.3K- 39.95% |
$1.04M - $1.23M
|
14K
$1.87M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-9.3K- 39.95% |
$1.04M - $1.23M
|
14K
$1.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-9.43K- 32.65% |
$1.05M - $1.25M
|
19.5K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-9.45KClosed |
$1.05M - $1.25M
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.69K- 14.61% |
$1.08M - $1.28M
|
56.7K
$7.59M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-11.7K- 24.72% |
$1.31M - $1.55M
|
35.7K
$4.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-13.6K- 7.92% |
$1.52M - $1.8M
|
158K
$21.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.9K- 8.07% |
$1.66M - $1.97M
|
169K
$22.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17K- 36.96% |
$1.9M - $2.25M
|
29K
$3.88M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-17.1K- 19.66% |
$1.91M - $2.26M
|
69.9K
$9.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17.9K- 27.39% |
$2M - $2.37M
|
47.4K
$6.35M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-18.3K- 35.67% |
$2.04M - $2.42M
|
32.9K
$4.41M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.7K- 8.81% |
$2.09M - $2.48M
|
194K
$26M
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-19.9K- 61.96% |
$2.22M - $2.64M
|
12.2K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-21.6K- 86.83% |
$2.41M - $2.86M
|
3.28K
$439K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-21.9K- 6.01% |
$2.44M - $2.9M
|
343K
$45.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.8K- 0.97% |
$2.77M - $3.28M
|
2.53M
$339M
|