Purchases and Sales Made in Q4 2022 in Spdr Series Tr Spdr S&P Divide (SDY)

SDY Quotes by TradingView

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 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
34.7K
+ 2.58%
$3.9M - $4.56M
1.38M $194M
Feb 08, 2023 Q4 2022
Madison Asset Management, LLC

Madison, WI
BUY
 -
34.2K
+ 28.62%
$3.85M - $4.5M
154K $21.7M
Feb 13, 2023 Q4 2022
1 St Source Bank

BUY
 -
33.9K
+ 3.52%
$3.82M - $4.46M
998K $141M
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
33.5K
+ 15.02%
$3.78M - $4.41M
257K $36.2M
Jan 25, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
33.4K
New
$3.76M - $4.39M
33.4K $4.7M
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
33.3K
+ 9.9%
$3.75M - $4.38M
369K $52.1M
Feb 08, 2023 Q4 2022
Prudential PLC

London, England, X0
BUY
 -
32.2K
+ 23.51%
$3.63M - $4.24M
169K $23.8M
Jan 30, 2023 Q4 2022
Americana Partners, LLC

Houston, TX
BUY
 -
31.9K
+ 50.47%
$3.59M - $4.2M
95.1K $13.4M
Jul 31, 2024 Q4 2022
First American Bank

Dundee, IL
BUY
 -
31.2K
+ 791.89%
$3.51M - $4.1M
35.1K $4.95M
Jun 12, 2023 Q4 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
29.9K
+ 299.43%
$3.37M - $3.94M
39.9K $5.63M
Feb 09, 2023 Q4 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
29.1K
+ 44.24%
$3.27M - $3.82M
94.7K $13.4M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
28.8K
+ 2.29%
$3.25M - $3.79M
1.29M $181M
Feb 01, 2023 Q4 2022
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
27.6K
New
$3.11M - $3.64M
27.6K $3.9M
Feb 08, 2023 Q4 2022
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
27.3K
+ 196.3%
$3.08M - $3.6M
41.3K $5.82M
May 01, 2023 Q4 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
27.2K
New
$3.06M - $3.57M
27.2K $3.83M
Feb 15, 2023 Q4 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
27K
+ 18.0%
$3.05M - $3.56M
177K $25M
Feb 13, 2023 Q4 2022
Brown Advisory Inc

BUY
 -
26.8K
+ 13.07%
$3.01M - $3.52M
231K $32.6M
Jan 30, 2023 Q4 2022
Simon Quick Advisors, LLC

BUY
 -
25.7K
+ 117.77%
$2.89M - $3.38M
47.5K $6.69M
Jan 13, 2023 Q4 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
24.8K
New
$2.79M - $3.26M
24.8K $3.49M
Feb 13, 2023 Q4 2022
Avalon Investment & Advisory

Houston, TX
BUY
 -
23.7K
+ 121.76%
$2.67M - $3.12M
43.1K $6.08M
Jan 23, 2023 Q4 2022
Index Fund Advisors, Inc.

BUY
 -
23.5K
New
$2.65M - $3.09M
23.5K $3.31M
Feb 14, 2023 Q4 2022
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
23.3K
New
$2.63M - $3.07M
23.3K $3.29M
Jan 19, 2023 Q4 2022
Elk River Wealth Management, LLC

BUY
 -
22.5K
+ 6.72%
$2.53M - $2.95M
357K $50.3M
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
21.9K
+ 2.13%
$2.47M - $2.88M
1.05M $148M
Feb 13, 2023 Q4 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
21.3K
+ 53.87%
$2.4M - $2.81M
60.9K $8.59M
Feb 10, 2023 Q4 2022
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
20K
New
$2.25M - $2.63M
20K $2.82M
Jan 25, 2023 Q4 2022
Whittier Trust CO

BUY
 -
19.9K
+ 22.53%
$2.24M - $2.61M
108K $15.2M
Feb 09, 2023 Q4 2022
Venture Visionary Partners LLC

BUY
 -
19.7K
New
$2.22M - $2.6M
19.7K $2.78M
Feb 08, 2023 Q4 2022
Prospera Financial Services Inc

BUY
 -
19.7K
+ 89.16%
$2.22M - $2.59M
41.8K $5.89M
Feb 14, 2023 Q4 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
19.3K
+ 89.94%
$2.18M - $2.54M
40.8K $5.75M
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
19.2K
+ 41.54%
$2.17M - $2.53M
65.5K $9.23M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
19.1K
+ 2.93%
$2.15M - $2.51M
671K $94.5M
Jan 10, 2023 Q4 2022
Umb Bank, N.A.

BUY
 -
18.6K
+ 9.81%
$2.09M - $2.44M
208K $29.3M
Feb 21, 2023 Q4 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
17.3K
New
$1.95M - $2.27M
17.3K $2.44M
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
16.9K
+ 59.25%
$1.9M - $2.22M
45.3K $6.39M
Feb 14, 2023 Q4 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
15.9K
New
$1.79M - $2.09M
15.9K $2.24M
Jan 18, 2023 Q4 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
15.7K
+ 26.28%
$1.77M - $2.07M
75.5K $10.6M
Jan 24, 2023 Q4 2022
Smart Money Group LLC

BUY
 -
15.4K
+ 12.84%
$1.73M - $2.02M
135K $19.1M
Feb 02, 2023 Q4 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
15.4K
New
$1.73M - $2.02M
15.4K $2.16M
Feb 09, 2023 Q4 2022
Star Financial Bank

Fort Wayne, IN
BUY
 -
15.3K
New
$1.73M - $2.02M
15.3K $2.16M
Sep 04, 2024 Q4 2022
Mas Advisors LLC

Miami, FL
BUY
 -
15.3K
+ 152.56%
$1.72M - $2.01M
25.3K $3.56M
Feb 02, 2023 Q4 2022
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
14.8K
New
$1.66M - $1.94M
14.8K $2.08M
Feb 09, 2023 Q4 2022
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
14.7K
New
$1.66M - $1.93M
14.7K $2.07M
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
14.6K
+ 23.9%
$1.64M - $1.92M
75.6K $10.7M
Mar 02, 2023 Q4 2022
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
14.2K
New
$1.6M - $1.87M
14.2K $2.01M
Jan 30, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
13.5K
+ 234.2%
$1.52M - $1.77M
19.3K $2.71M
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

BUY
 -
13.2K
+ 305.08%
$1.48M - $1.73M
17.5K $2.46M
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
BUY
 -
13K
+ 97.62%
$1.46M - $1.71M
26.3K $3.7M
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
12.7K
New
$1.43M - $1.67M
12.7K $1.79M

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