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 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-175- 1.98% |
$19.7K - $23K
|
8.67K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-180- 15.22% |
$20.3K - $23.7K
|
1K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-182- 0.64% |
$20.5K - $23.9K
|
28.1K
$3.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-194- 3.86% |
$21.9K - $25.5K
|
4.83K
$684K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-200- 3.94% |
$22.5K - $26.3K
|
4.87K
$690K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-200- 1.57% |
$22.5K - $26.3K
|
12.6K
$1.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 40.08% |
$22.5K - $26.3K
|
299
$42.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-215- 3.89% |
$24.2K - $28.3K
|
5.31K
$752K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-215- 2.09% |
$24.2K - $28.3K
|
10.1K
$1.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-215- 0.73% |
$24.2K - $28.3K
|
29.1K
$4.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-216- 6.6% |
$24.3K - $28.4K
|
3.06K
$433K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-219- 9.51% |
$24.7K - $28.8K
|
2.08K
$295K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-220- 1.98% |
$24.8K - $28.9K
|
10.9K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-221- 0.74% |
$24.9K - $29.1K
|
29.8K
$4.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-222- 1.71% |
$25K - $29.2K
|
12.8K
$1.81M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-225- 5.4% |
$25.3K - $29.6K
|
3.94K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-225- 7.63% |
$25.3K - $29.6K
|
2.73K
$386K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-227- 2.93% |
$25.6K - $29.9K
|
7.52K
$1.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-228- 1.14% |
$25.7K - $30K
|
19.7K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-232- 12.29% |
$26.1K - $30.5K
|
1.66K
$234K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-235- 1.29% |
$26.5K - $30.9K
|
17.9K
$2.54M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-248- 8.98% |
$27.9K - $32.6K
|
2.51K
$356K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-250- 4.77% |
$28.2K - $32.9K
|
4.99K
$706K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-250- 5.4% |
$28.2K - $32.9K
|
4.38K
$620K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-250- 3.45% |
$28.2K - $32.9K
|
6.99K
$989K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-250- 10.57% |
$28.2K - $32.9K
|
2.12K
$299K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-250- 13.03% |
$28.2K - $32.9K
|
1.67K
$236K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-258- 0.92% |
$29.1K - $33.9K
|
27.9K
$3.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-260- 3.26% |
$29.3K - $34.2K
|
7.73K
$1.09M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-263- 1.25% |
$29.6K - $34.6K
|
20.8K
$2.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-264- 2.89% |
$29.7K - $34.7K
|
8.88K
$1.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-271- 0.38% |
$30.5K - $35.7K
|
70.9K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-275- 14.29% |
$31K - $36.2K
|
1.65K
$234K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-295- 4.61% |
$33.2K - $38.8K
|
6.1K
$863K
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-299- 0.94% |
$33.7K - $39.3K
|
31.6K
$4.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-299- 27.89% |
$33.7K - $39.3K
|
773
$109K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-300- 14.11% |
$33.8K - $39.5K
|
1.83K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-307- 12.92% |
$34.6K - $40.4K
|
2.07K
$293K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-309- 9.83% |
$34.8K - $40.7K
|
2.83K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-312- 14.25% |
$35.1K - $41K
|
1.88K
$266K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-318- 1.43% |
$35.8K - $41.8K
|
21.9K
$3.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-324- 3.38% |
$36.5K - $42.6K
|
9.25K
$1.31M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-325- 0.4% |
$36.6K - $42.8K
|
81.9K
$11.6M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-338- 7.55% |
$38.1K - $44.5K
|
4.14K
$586K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-339- 11.89% |
$38.2K - $44.6K
|
2.51K
$355K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-350- 1.28% |
$39.4K - $46K
|
27.1K
$3.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-351- 2.76% |
$39.5K - $46.2K
|
12.3K
$1.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-354- 1.69% |
$39.9K - $46.6K
|
20.6K
$2.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-360- 8.6% |
$40.6K - $47.4K
|
3.82K
$541K
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-364- 2.29% |
$41K - $47.9K
|
15.5K
$2.2M
|