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 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.4K+ 121.17% |
$383K - $447K
|
6.21K
$875K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.39KNew |
$382K - $446K
|
3.39K
$478K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3.3KNew |
$371K - $434K
|
3.3K
$465K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.23KNew |
$364K - $425K
|
3.23K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
3.16KNew |
$356K - $415K
|
3.16K
$445K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.15KNew |
$355K - $415K
|
3.15K
$444K
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3.13KNew |
$353K - $412K
|
3.13K
$442K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.12K+ 19.37% |
$352K - $411K
|
19.2K
$2.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.11K+ 2.49% |
$350K - $409K
|
128K
$18.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.07KNew |
$346K - $404K
|
3.07K
$433K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.01KNew |
$339K - $395K
|
3.01K
$424K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
3K+ 20.32% |
$337K - $394K
|
17.7K
$2.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.98KNew |
$335K - $392K
|
2.98K
$419K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.96KNew |
$334K - $390K
|
2.96K
$417K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
2.94K+ 157.75% |
$331K - $387K
|
4.81K
$678K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.93KNew |
$330K - $385K
|
2.93K
$413K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
2.89K+ 1.3% |
$325K - $380K
|
226K
$31.8M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.85KNew |
$321K - $375K
|
2.85K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
2.79K+ 7.38% |
$315K - $367K
|
40.6K
$5.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 49.77% |
$311K - $363K
|
8.31K
$1.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.74K+ 2.47% |
$309K - $360K
|
114K
$16M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.73K+ 0.46% |
$308K - $360K
|
602K
$84.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.72KNew |
$306K - $358K
|
2.72K
$383K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.71K+ 19.68% |
$305K - $356K
|
16.5K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.7KNew |
$304K - $355K
|
2.7K
$380K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.69KNew |
$303K - $354K
|
2.69K
$379K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.68K+ 28.72% |
$302K - $353K
|
12K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
2.65KNew |
$298K - $349K
|
2.65K
$373K
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.65KNew |
$298K - $348K
|
2.65K
$373K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.6K+ 7.28% |
$293K - $342K
|
38.3K
$5.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
2.57K+ 9.16% |
$290K - $339K
|
30.7K
$4.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.48KNew |
$280K - $327K
|
2.48K
$350K
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.47KNew |
$278K - $324K
|
2.47K
$347K
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.46KNew |
$277K - $323K
|
2.46K
$346K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.44K+ 15.06% |
$275K - $321K
|
18.6K
$2.63M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
2.44K+ 12.66% |
$275K - $321K
|
21.7K
$3.06M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
2.41K+ 104.52% |
$271K - $317K
|
4.71K
$664K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
2.41K+ 38.73% |
$271K - $316K
|
8.62K
$1.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.4KNew |
$270K - $315K
|
2.4K
$338K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
2.39K+ 1.19% |
$269K - $314K
|
203K
$28.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.35KNew |
$265K - $310K
|
2.35K
$332K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.35K+ 59.93% |
$265K - $309K
|
6.27K
$884K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.32K+ 3.55% |
$261K - $305K
|
67.6K
$9.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$260K - $304K
|
2.31K
$326K
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.3KNew |
$259K - $303K
|
2.3K
$324K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.27K+ 46.35% |
$256K - $299K
|
7.17K
$1.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.26KNew |
$254K - $297K
|
2.26K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.25K+ 0.98% |
$253K - $296K
|
232K
$32.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.22K+ 15.21% |
$250K - $292K
|
16.8K
$2.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.18K+ 99.27% |
$245K - $287K
|
4.37K
$616K
|