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 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
900New |
$101K - $118K
|
900
$127K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
896+ 0.57% |
$101K - $118K
|
157K
$22.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
862+ 5.8% |
$97.1K - $113K
|
15.7K
$2.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
816+ 6.92% |
$91.9K - $107K
|
12.6K
$1.78M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
813+ 35.97% |
$91.6K - $107K
|
3.07K
$433K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
804+ 16.16% |
$90.6K - $106K
|
5.78K
$815K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
793+ 84.0% |
$89.3K - $104K
|
1.74K
$245K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
781+ 29.72% |
$88K - $103K
|
3.41K
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
768+ 28.2% |
$86.5K - $101K
|
3.49K
$492K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
767+ 10.7% |
$86.4K - $101K
|
7.93K
$1.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
757+ 38.82% |
$85.3K - $99.6K
|
2.71K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
755+ 32.36% |
$85.1K - $99.3K
|
3.09K
$435K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
753New |
$84.8K - $99.1K
|
753
$106K
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
750+ 14.06% |
$84.5K - $98.7K
|
6.09K
$858K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
739+ 6.04% |
$83.2K - $97.2K
|
13K
$1.83M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
734+ 78.42% |
$82.7K - $96.6K
|
1.67K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
722+ 0.27% |
$81.3K - $95K
|
272K
$38.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
718+ 2.52% |
$80.9K - $94.5K
|
29.2K
$4.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
714New |
$80.4K - $93.9K
|
714
$101K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
699+ 4.5% |
$78.7K - $92K
|
16.2K
$2.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
690+ 0.99% |
$77.7K - $90.8K
|
70.1K
$9.88M
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
685+ 3.87% |
$77.2K - $90.1K
|
18.4K
$2.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
684+ 7.92% |
$77.1K - $90K
|
9.32K
$1.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
664+ 0.52% |
$74.8K - $87.4K
|
129K
$18.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
642+ 9.22% |
$72.3K - $84.5K
|
7.61K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
635+ 1.51% |
$71.5K - $83.5K
|
42.6K
$6.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
633New |
$71.3K - $83.3K
|
633
$89.2K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
633+ 0.94% |
$71.3K - $83.3K
|
68.2K
$9.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
625+ 9.74% |
$70.4K - $82.2K
|
7.04K
$993K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
624New |
$70.3K - $82.1K
|
624
$88K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
608+ 14.42% |
$68.5K - $80K
|
4.82K
$680K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
602+ 13.78% |
$67.8K - $79.2K
|
4.97K
$701K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
595New |
$67K - $78.3K
|
595
$83.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
589+ 2.39% |
$66.4K - $77.5K
|
25.2K
$3.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
582New |
$65.6K - $76.6K
|
582
$82K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
573+ 4.6% |
$64.5K - $75.4K
|
13K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
570+ 1.47% |
$64.2K - $75K
|
39.5K
$5.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
570+ 15.57% |
$64.2K - $75K
|
4.23K
$597K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
569+ 10.51% |
$64.1K - $74.9K
|
5.98K
$843K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
554New |
$62.4K - $72.9K
|
554
$78.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
549+ 8.34% |
$61.8K - $72.2K
|
7.13K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
549+ 12.47% |
$61.8K - $72.2K
|
4.95K
$698K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
534+ 0.5% |
$60.2K - $70.3K
|
107K
$15.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
531+ 1.95% |
$59.8K - $69.9K
|
27.8K
$3.92M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
530New |
$59.7K - $69.7K
|
530
$74.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
514+ 9.02% |
$57.9K - $67.6K
|
6.21K
$876K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500+ 14.43% |
$56.3K - $65.8K
|
3.97K
$559K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
500New |
$56.3K - $65.8K
|
500
$70.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
490+ 0.91% |
$55.2K - $64.5K
|
54.6K
$7.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
484+ 1.1% |
$54.5K - $63.7K
|
44.4K
$6.26M
|