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
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2K+ 16.94% |
$223K - $265K
|
13.8K
$1.85M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.98K+ 12.88% |
$220K - $262K
|
17.3K
$2.32M
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.97K+ 10.09% |
$219K - $260K
|
21.5K
$2.88M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.94K+ 2.18% |
$217K - $257K
|
91K
$12.2M
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.93KNew |
$215K - $255K
|
1.93K
$258K
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.92KNew |
$214K - $254K
|
1.92K
$258K
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
1.92KNew |
$214K - $254K
|
1.92K
$257K
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.9K+ 30.26% |
$212K - $251K
|
8.17K
$1.09M
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.88KNew |
$210K - $249K
|
1.88K
$252K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.88K+ 94.55% |
$209K - $248K
|
3.86K
$517K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.84K+ 15.44% |
$205K - $243K
|
13.8K
$1.84M
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
$203K - $242K
|
1.83K
$244K
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.78K+ 0.62% |
$199K - $236K
|
289K
$38.7M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.78K+ 14.79% |
$198K - $235K
|
13.8K
$1.85M
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.71K+ 100.41% |
$191K - $226K
|
3.41K
$457K
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 1.75% |
$188K - $223K
|
98.1K
$13.1M
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.65K+ 14.92% |
$184K - $218K
|
12.7K
$1.7M
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.6K+ 43.21% |
$179K - $212K
|
5.31K
$711K
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.6K+ 80.0% |
$178K - $212K
|
3.6K
$482K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.56K+ 19.02% |
$174K - $207K
|
9.77K
$1.31M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.55K+ 6.7% |
$173K - $205K
|
24.6K
$3.3M
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.48K+ 41.66% |
$165K - $196K
|
5.03K
$673K
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.44K+ 3.19% |
$161K - $191K
|
46.6K
$6.24M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.44K+ 6.29% |
$160K - $190K
|
24.3K
$3.25M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.43KNew |
$159K - $189K
|
1.43K
$191K
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.42K+ 0.91% |
$159K - $188K
|
157K
$21.1M
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
1.41K+ 37.77% |
$157K - $187K
|
5.14K
$689K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.4K+ 18.85% |
$156K - $186K
|
8.84K
$1.18M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.37K+ 3.03% |
$152K - $181K
|
46.4K
$6.21M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.35K+ 65.71% |
$151K - $179K
|
3.41K
$457K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.31K+ 60.26% |
$146K - $174K
|
3.49K
$468K
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.3K+ 15.3% |
$144K - $171K
|
9.76K
$1.31M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 4.78% |
$143K - $170K
|
28.1K
$3.77M
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.28K+ 17.09% |
$142K - $169K
|
8.74K
$1.17M
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.25K+ 44.74% |
$139K - $165K
|
4.03K
$540K
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1.24KNew |
$138K - $164K
|
1.24K
$166K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.22K+ 2.63% |
$136K - $162K
|
47.6K
$6.38M
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.22K+ 9.29% |
$136K - $162K
|
14.4K
$1.93M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.21K+ 62.13% |
$135K - $161K
|
3.17K
$424K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.18K+ 0.7% |
$132K - $156K
|
170K
$22.8M
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.14K+ 10.72% |
$127K - $151K
|
11.8K
$1.58M
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.13K+ 47.9% |
$126K - $149K
|
3.49K
$467K
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
1.13K+ 11.03% |
$126K - $149K
|
11.3K
$1.52M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.09K+ 32.66% |
$121K - $144K
|
4.41K
$591K
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.03K+ 12.3% |
$115K - $136K
|
9.4K
$1.26M
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1.03K+ 0.46% |
$115K - $136K
|
223K
$29.8M
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.02K+ 2.39% |
$114K - $136K
|
44K
$5.89M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.01K+ 71.41% |
$113K - $134K
|
2.42K
$324K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.01K+ 2.23% |
$112K - $133K
|
46.3K
$6.2M
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
1K+ 11.46% |
$112K - $132K
|
9.72K
$1.3M
|