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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-365- 2.46% |
$41.1K - $48K
|
14.5K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-390- 1.68% |
$43.9K - $51.3K
|
22.8K
$3.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-392- 3.46% |
$44.2K - $51.6K
|
10.9K
$1.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-394- 0.95% |
$44.4K - $51.8K
|
41K
$5.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-396- 2.3% |
$44.6K - $52.1K
|
16.8K
$2.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-400- 0.85% |
$45.1K - $52.6K
|
46.8K
$6.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-400- 3.54% |
$45.1K - $52.6K
|
10.9K
$1.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-425- 19.95% |
$47.9K - $55.9K
|
1.71K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-428- 0.67% |
$48.2K - $56.3K
|
63.3K
$8.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-429- 5.8% |
$48.3K - $56.4K
|
6.96K
$986K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-439- 2.55% |
$49.5K - $57.8K
|
16.8K
$2.38M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-464- 5.15% |
$52.3K - $61K
|
8.55K
$1.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-471- 6.06% |
$53.1K - $62K
|
7.3K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-477- 6.33% |
$53.7K - $62.8K
|
7.06K
$1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-492- 0.5% |
$55.4K - $64.7K
|
98.9K
$14M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-500- 1.79% |
$56.3K - $65.8K
|
27.4K
$3.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-506- 0.52% |
$57K - $66.6K
|
96.2K
$13.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-523- 7.43% |
$58.9K - $68.8K
|
6.51K
$922K
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-531- 13.98% |
$59.8K - $69.9K
|
3.27K
$463K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-545- 1.77% |
$61.4K - $71.7K
|
30.3K
$4.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-548- 2.27% |
$61.7K - $72.1K
|
23.6K
$3.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-552- 25.45% |
$62.2K - $72.6K
|
1.62K
$229K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-569- 23.22% |
$64.1K - $74.9K
|
1.88K
$266K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-573- 10.53% |
$64.5K - $75.4K
|
4.87K
$689K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-577- 10.59% |
$65K - $75.9K
|
4.87K
$689K
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-600- 16.38% |
$67.6K - $78.9K
|
3.06K
$434K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-606- 85.84% |
$68.3K - $79.7K
|
100
$14.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-613- 2.14% |
$69.1K - $80.7K
|
28K
$3.96M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-630- 13.67% |
$71K - $82.9K
|
3.98K
$563K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-632- 0.4% |
$71.2K - $83.2K
|
158K
$22.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-655- 5.23% |
$73.8K - $86.2K
|
11.9K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-658- 7.53% |
$74.1K - $86.6K
|
8.08K
$1.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-658- 3.72% |
$74.1K - $86.6K
|
17K
$2.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-698- 2.15% |
$78.6K - $91.8K
|
31.8K
$4.49M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-708- 6.86% |
$79.8K - $93.2K
|
9.61K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-722- 22.41% |
$81.3K - $95K
|
2.5K
$354K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-724- 0.9% |
$81.6K - $95.3K
|
79.4K
$11.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-745- 0.72% |
$83.9K - $98K
|
102K
$14.5M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-747- 1.57% |
$84.1K - $98.3K
|
46.8K
$6.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-763- 61.63% |
$86K - $100K
|
475
$67.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-781- 0.55% |
$88K - $103K
|
142K
$20.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-788- 0.94% |
$88.8K - $104K
|
83.2K
$11.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-800- 22.22% |
$90.1K - $105K
|
2.8K
$396K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-800- 3.67% |
$90.1K - $105K
|
21K
$2.97M
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-800- 24.62% |
$90.1K - $105K
|
2.45K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-821- 1.21% |
$92.5K - $108K
|
67.1K
$9.49M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-850- 1.75% |
$95.8K - $112K
|
47.7K
$6.75M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-878- 3.45% |
$98.9K - $116K
|
24.5K
$3.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-880- 7.63% |
$99.1K - $116K
|
10.6K
$1.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-905- 5.22% |
$102K - $119K
|
16.4K
$2.32M
|