Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19+ 0.53% |
$2.14K - $2.5K
|
3.64K
$471K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
18+ 0.71% |
$2.03K - $2.37K
|
2.54K
$329K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
18+ 0.11% |
$2.03K - $2.37K
|
16.3K
$2.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
18+ 0.71% |
$2.03K - $2.37K
|
2.57K
$333K
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
17+ 0.74% |
$1.92K - $2.24K
|
2.33K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
17+ 0.73% |
$1.92K - $2.24K
|
2.35K
$304K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
16+ 0.25% |
$1.8K - $2.11K
|
6.41K
$830K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14+ 0.47% |
$1.58K - $1.84K
|
2.98K
$386K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
14+ 0.51% |
$1.58K - $1.84K
|
2.77K
$359K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
14+ 0.27% |
$1.58K - $1.84K
|
5.19K
$671K
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
14+ 0.22% |
$1.58K - $1.84K
|
6.44K
$834K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
14+ 0.7% |
$1.58K - $1.84K
|
2.01K
$260K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
14+ 2.31% |
$1.58K - $1.84K
|
621
$80.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
13+ 0.72% |
$1.46K - $1.71K
|
1.81K
$235K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
12+ 0.56% |
$1.35K - $1.58K
|
2.14K
$277K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
12+ 0.25% |
$1.35K - $1.58K
|
4.74K
$613K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.85% |
$1.35K - $1.58K
|
1.43K
$185K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.27% |
$1.35K - $1.58K
|
4.38K
$567K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 0.36% |
$1.24K - $1.45K
|
3.05K
$394K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
11+ 0.43% |
$1.24K - $1.45K
|
2.55K
$330K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
9+ 0.3% |
$1.01K - $1.18K
|
3.03K
$392K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
8+ 0.25% |
$901 - $1.05K
|
3.15K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.16% |
$901 - $1.05K
|
4.87K
$631K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8+ 0.65% |
$901 - $1.05K
|
1.24K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.68% |
$789 - $921
|
1.03K
$133K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.14% |
$789 - $921
|
5K
$647K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.33% |
$789 - $921
|
2.14K
$277K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6+ 0.26% |
$676 - $789
|
2.35K
$304K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6+ 0.11% |
$676 - $789
|
5.43K
$702K
|
|
|
Mar 04, 2025
Q4 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
5+ 0.09% |
$563 - $658
|
5.67K
$733K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 25.0% |
$563 - $658
|
25
$3.24K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.37% |
$451 - $526
|
1.07K
$139K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.13% |
$451 - $526
|
3.02K
$391K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.88% |
$338 - $395
|
344
$44.5K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3+ 0.12% |
$338 - $395
|
2.55K
$330K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.15% |
$338 - $395
|
2.05K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3+ 0.03% |
$338 - $395
|
9.95K
$1.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
3+ 0.07% |
$338 - $395
|
4.54K
$588K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$225 - $263
|
3.42K
$443K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
2+ 0.1% |
$225 - $263
|
2.07K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.04% |
$225 - $263
|
5.17K
$669K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.12% |
$225 - $263
|
1.7K
$220K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.15% |
$113 - $132
|
681
$88.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.88% |
$113 - $132
|
114
$14.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.99% |
$113 - $132
|
102
$13.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$113 - $132
|
473
$61.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.11% |
$113 - $132
|
941
$122K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1- 0.03% |
$113 - $132
|
3.79K
$491K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$225 - $263
|
24.5K
$3.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4- 0.13% |
$451 - $526
|
3.06K
$396K
|