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 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
183+ 2.81% |
$20.4K - $24.2K
|
6.69K
$896K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
183+ 11.05% |
$20.4K - $24.2K
|
1.84K
$246K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
179+ 0.84% |
$20K - $23.7K
|
21.6K
$2.89M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
179+ 1.22% |
$20K - $23.7K
|
14.9K
$1.99M
|
|
Oct 18, 2022
Q3 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
178+ 6.49% |
$19.8K - $23.6K
|
2.92K
$391K
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
175+ 1.14% |
$19.5K - $23.2K
|
15.6K
$2.08M
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
172+ 3.52% |
$19.2K - $22.8K
|
5.06K
$677K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
172New |
$19.2K - $22.8K
|
172
$23K
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
168+ 0.41% |
$18.7K - $22.2K
|
41.4K
$5.55M
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
167+ 0.39% |
$18.6K - $22.1K
|
42.9K
$5.74M
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
165+ 3.38% |
$18.4K - $21.8K
|
5.04K
$675K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
164New |
$18.3K - $21.7K
|
164
$22K
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
162+ 0.64% |
$18.1K - $21.4K
|
25.4K
$3.4M
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
161+ 0.42% |
$18K - $21.3K
|
38.2K
$5.12M
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
157+ 2.82% |
$17.5K - $20.8K
|
5.72K
$766K
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
152+ 2.03% |
$16.9K - $20.1K
|
7.65K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
150+ 4.47% |
$16.7K - $19.9K
|
3.51K
$469K
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
147+ 3.12% |
$16.4K - $19.5K
|
4.87K
$652K
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
145+ 1.6% |
$16.2K - $19.2K
|
9.2K
$1.23M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
145New |
$16.2K - $19.2K
|
145
$19.4K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
138+ 0.95% |
$15.4K - $18.3K
|
14.6K
$1.96M
|
|
Nov 07, 2022
Q3 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
130+ 4.17% |
$14.5K - $17.2K
|
3.25K
$435K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
128+ 2.36% |
$14.3K - $16.9K
|
5.56K
$745K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
128+ 1.13% |
$14.3K - $16.9K
|
11.4K
$1.53M
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
125+ 1.78% |
$13.9K - $16.5K
|
7.17K
$959K
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
120+ 2.23% |
$13.4K - $15.9K
|
5.5K
$736K
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
119+ 0.7% |
$13.3K - $15.7K
|
17.2K
$2.3M
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.53% |
$12.8K - $15.2K
|
21.6K
$2.9M
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
113+ 4.27% |
$12.6K - $15K
|
2.76K
$369K
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
112+ 6.39% |
$12.5K - $14.8K
|
1.87K
$250K
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
107+ 0.65% |
$11.9K - $14.2K
|
16.6K
$2.23M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
102+ 1.78% |
$11.4K - $13.5K
|
5.83K
$781K
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
100+ 0.57% |
$11.2K - $13.2K
|
17.7K
$2.37M
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
100+ 0.57% |
$11.2K - $13.2K
|
17.7K
$2.37M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
100+ 0.91% |
$11.2K - $13.2K
|
11.1K
$1.49M
|
|
Oct 13, 2022
Q3 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
100+ 1.26% |
$11.2K - $13.2K
|
8.03K
$1.07M
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
97+ 4.4% |
$10.8K - $12.8K
|
2.3K
$308K
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
93+ 4.39% |
$10.4K - $12.3K
|
2.21K
$296K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
89+ 2.99% |
$9.92K - $11.8K
|
3.06K
$410K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
83+ 38.43% |
$9.25K - $11K
|
299
$40K
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
83+ 0.38% |
$9.25K - $11K
|
21.8K
$2.92M
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
80+ 0.82% |
$8.92K - $10.6K
|
9.82K
$1.31M
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
80+ 1.38% |
$8.92K - $10.6K
|
5.87K
$786K
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
80+ 0.27% |
$8.92K - $10.6K
|
29.3K
$3.93M
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
79+ 0.47% |
$8.81K - $10.5K
|
17K
$2.28M
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
79+ 0.56% |
$8.81K - $10.5K
|
14.2K
$1.91M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
78+ 1.34% |
$8.7K - $10.3K
|
5.89K
$788K
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
78+ 2.22% |
$8.7K - $10.3K
|
3.59K
$480K
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
76+ 0.69% |
$8.47K - $10.1K
|
11.1K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
75+ 0.53% |
$8.36K - $9.93K
|
14.1K
$1.89M
|