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 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.2K- 86.74% |
$3.15M - $3.74M
|
4.31K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-41.6K- 81.88% |
$4.64M - $5.51M
|
9.21K
$1.27M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-42K- 82.1% |
$4.68M - $5.55M
|
9.15K
$1.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-50.1K- 86.87% |
$5.59M - $6.63M
|
7.57K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-54.2K- 39.24% |
$6.05M - $7.18M
|
84K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-56.7K- 50.56% |
$6.32M - $7.5M
|
55.4K
$7.66M
|
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-63.4K- 53.02% |
$7.07M - $8.39M
|
56.1K
$7.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-74.1K- 56.68% |
$8.26M - $9.81M
|
56.7K
$7.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-74.3K- 36.22% |
$8.29M - $9.84M
|
131K
$18.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-97K- 4.68% |
$10.8M - $12.8M
|
1.98M
$273M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-234K- 92.18% |
$26M - $30.9M
|
19.8K
$2.74M
|