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
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.66KNew |
$187K - $219K
|
1.66K
$234K
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.66K+ 56.71% |
$187K - $218K
|
4.58K
$645K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
1.63KNew |
$184K - $215K
|
1.63K
$230K
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.63KNew |
$183K - $214K
|
1.63K
$229K
|
|
|
Feb 16, 2023
Q4 2022
|
Weybosset Research & Management LLC
|
BUY
|
- |
1.63KNew |
$183K - $214K
|
1.63K
$229K
|
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.62KNew |
$183K - $213K
|
1.62K
$229K
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
1.62KNew |
$182K - $213K
|
1.62K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
BUY
|
- |
1.62KNew |
$182K - $212K
|
1.62K
$228K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.61KNew |
$181K - $212K
|
1.61K
$227K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1.61KNew |
$181K - $211K
|
1.61K
$227K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
1.6K+ 17.29% |
$181K - $211K
|
10.9K
$1.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.6KNew |
$180K - $211K
|
1.6K
$226K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
1.6KNew |
$180K - $211K
|
1.6K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.6KNew |
$180K - $211K
|
1.6K
$226K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.6KNew |
$180K - $211K
|
1.6K
$226K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.58KNew |
$177K - $207K
|
1.58K
$222K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.5K+ 43.99% |
$169K - $197K
|
4.91K
$693K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.45K+ 47.77% |
$163K - $191K
|
4.48K
$632K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 38.82% |
$162K - $189K
|
5.13K
$723K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.42K+ 17.69% |
$160K - $187K
|
9.47K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.41K+ 3.68% |
$159K - $186K
|
39.8K
$5.6M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.37K+ 0.37% |
$155K - $181K
|
375K
$52.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.36KNew |
$153K - $178K
|
1.36K
$191K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.34K+ 22.93% |
$151K - $176K
|
7.18K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.32K+ 32.19% |
$149K - $174K
|
5.42K
$764K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.3K+ 17.99% |
$146K - $170K
|
8.5K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.29KNew |
$145K - $169K
|
1.29K
$181K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.27K+ 3.52% |
$143K - $167K
|
37.3K
$5.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.23K+ 0.72% |
$138K - $161K
|
171K
$24.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.21K+ 1.41% |
$136K - $159K
|
86.9K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.19K+ 3.51% |
$134K - $157K
|
35.2K
$4.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.17K+ 1.1% |
$132K - $154K
|
108K
$15.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
1.16K+ 33.05% |
$130K - $152K
|
4.65K
$656K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1.14K+ 52.59% |
$128K - $149K
|
3.29K
$464K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.12K+ 3.54% |
$126K - $147K
|
32.7K
$4.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
1.11K+ 32.38% |
$125K - $146K
|
4.55K
$641K
|
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.04K+ 1.58% |
$118K - $137K
|
67.1K
$9.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.04K+ 9.95% |
$117K - $136K
|
11.4K
$1.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.01K+ 10.78% |
$114K - $133K
|
10.4K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.01K+ 29.36% |
$114K - $133K
|
4.45K
$628K
|
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1K+ 7.24% |
$113K - $132K
|
14.8K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
996+ 51.82% |
$112K - $131K
|
2.92K
$411K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
988New |
$111K - $130K
|
988
$139K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
985New |
$111K - $130K
|
985
$139K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
981+ 9.93% |
$111K - $129K
|
10.9K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
980+ 1.77% |
$110K - $129K
|
56.2K
$7.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
971+ 0.83% |
$109K - $128K
|
119K
$16.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
965+ 11.33% |
$109K - $127K
|
9.48K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
951+ 2.16% |
$107K - $125K
|
45.1K
$6.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
900New |
$101K - $118K
|
900
$127K
|