Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
15+ 0.29% |
$1.82K - $1.96K
|
5.15K
$692K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
14+ 0.2% |
$1.7K - $1.83K
|
7.08K
$951K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
14+ 0.61% |
$1.7K - $1.83K
|
2.3K
$309K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
14+ 0.61% |
$1.7K - $1.83K
|
2.3K
$309K
|
|
|
Oct 25, 2024
Q1 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
14+ 0.67% |
$1.7K - $1.83K
|
2.1K
$282K
|
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
BUY
|
- |
13+ 0.3% |
$1.58K - $1.7K
|
4.38K
$588K
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12+ 0.1% |
$1.46K - $1.57K
|
11.8K
$1.59M
|
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
12+ 0.39% |
$1.46K - $1.57K
|
3.06K
$410K
|
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
12+ 0.37% |
$1.46K - $1.57K
|
3.22K
$432K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.31% |
$1.46K - $1.57K
|
3.89K
$522K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12+ 0.03% |
$1.46K - $1.57K
|
45K
$6.04M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11+ 0.21% |
$1.34K - $1.44K
|
5.27K
$707K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
11+ 0.53% |
$1.34K - $1.44K
|
2.08K
$279K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.26% |
$1.34K - $1.44K
|
4.21K
$566K
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
10+ 0.08% |
$1.22K - $1.31K
|
12.2K
$1.64M
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
9+ 0.19% |
$1.09K - $1.18K
|
4.7K
$631K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 0.3% |
$1.09K - $1.18K
|
3.02K
$405K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.11% |
$973 - $1.05K
|
7.11K
$955K
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
8+ 0.3% |
$973 - $1.05K
|
2.63K
$354K
|
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7+ 0.29% |
$852 - $915
|
2.45K
$329K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
7+ 0.23% |
$852 - $915
|
3K
$403K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.58% |
$852 - $915
|
1.22K
$164K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 0.65% |
$730 - $785
|
929
$125K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.6% |
$730 - $785
|
1.01K
$136K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.18% |
$730 - $785
|
3.29K
$441K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6New |
$730 - $785
|
6
$806
|
|
|
Apr 27, 2022
Q1 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
5+ 0.08% |
$608 - $654
|
6.39K
$858K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5+ 0.04% |
$608 - $654
|
13.5K
$1.82M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5+ 0.18% |
$608 - $654
|
2.77K
$371K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4+ 0.14% |
$487 - $523
|
2.83K
$380K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.16% |
$365 - $392
|
1.83K
$246K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.13% |
$365 - $392
|
2.34K
$313K
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.14% |
$365 - $392
|
2.09K
$280K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2+ 0.74% |
$243 - $262
|
271
$36.4K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.11% |
$243 - $262
|
1.75K
$235K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.12% |
$243 - $262
|
1.72K
$231K
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.01% |
$243 - $262
|
16K
$2.15M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.6% |
$243 - $262
|
337
$45.2K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$243 - $262
|
2.79K
$375K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.05% |
$243 - $262
|
3.78K
$507K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.09% |
$243 - $262
|
2.32K
$312K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.31% |
$243 - $262
|
649
$87.1K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.58% |
$243 - $262
|
348
$46.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.19% |
$243 - $262
|
1.04K
$139K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.21% |
$122 - $131
|
473
$63.5K
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.9% |
$122 - $131
|
112
$15K
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$122 - $131
|
612
$82.2K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.04% |
$122 - $131
|
2.67K
$358K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$122 - $131
|
4.26K
$572K
|
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1+ 0.01% |
$122 - $131
|
6.89K
$925K
|