Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 8.51% |
$456 - $529
|
51
$6.85K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.03% |
$342 - $397
|
10.6K
$1.43M
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.02% |
$342 - $397
|
17K
$2.28M
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3+ 0.13% |
$342 - $397
|
2.26K
$303K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$342 - $397
|
2.8K
$375K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.18% |
$342 - $397
|
1.7K
$228K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3+ 0.17% |
$342 - $397
|
1.76K
$236K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.05% |
$228 - $265
|
3.78K
$508K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.59% |
$228 - $265
|
339
$45.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.1% |
$228 - $265
|
2.06K
$276K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.24% |
$228 - $265
|
846
$114K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$228 - $265
|
14.9K
$2M
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.09% |
$228 - $265
|
2.32K
$312K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$228 - $265
|
3.42K
$459K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.06% |
$114 - $132
|
1.72K
$231K
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.01% |
$114 - $132
|
8.87K
$1.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.01% |
$114 - $132
|
8.54K
$1.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.0% |
$114 - $132
|
101
$13.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$114 - $132
|
2.77K
$371K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 3.57% |
$114 - $132
|
29
$3.89K
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1+ 0.02% |
$114 - $132
|
5.01K
$672K
|
|
|
Aug 15, 2022
Q2 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1+ 0.02% |
$114 - $132
|
5.16K
$692K
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$114 - $132
|
1.91K
$256K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.1% |
$114 - $132
|
957
$128K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$114 - $132
|
62.3K
$8.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.99% |
$114 - $132
|
102
$13.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$114 - $132
|
5.45K
$731K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1- 0.01% |
$114 - $132
|
12.2K
$1.64M
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-1- 0.02% |
$114 - $132
|
4.15K
$557K
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 4.76% |
$228 - $265
|
40
$5.37K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-4- 0.04% |
$456 - $529
|
11.4K
$1.52M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6Closed |
$684 - $794
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-10- 0.1% |
$1.14K - $1.32K
|
9.88K
$1.33M
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-10- 0.26% |
$1.14K - $1.32K
|
3.91K
$525K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-10- 0.42% |
$1.14K - $1.32K
|
2.36K
$316K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-10- 0.65% |
$1.14K - $1.32K
|
1.53K
$206K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-14- 0.05% |
$1.6K - $1.85K
|
29.2K
$3.93M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-14- 0.1% |
$1.6K - $1.85K
|
14.6K
$1.96M
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-15- 7.5% |
$1.71K - $1.98K
|
185
$24.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-16- 0.17% |
$1.83K - $2.12K
|
9.52K
$1.28M
|
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-19- 0.3% |
$2.17K - $2.51K
|
6.33K
$850K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-20- 0.07% |
$2.28K - $2.65K
|
27.9K
$3.75M
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-21- 1.37% |
$2.4K - $2.78K
|
1.51K
$203K
|
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-22- 0.46% |
$2.51K - $2.91K
|
4.79K
$643K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-22- 0.38% |
$2.51K - $2.91K
|
5.81K
$780K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25- 0.9% |
$2.85K - $3.31K
|
2.74K
$368K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-25- 0.51% |
$2.85K - $3.31K
|
4.85K
$650K
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-25- 1.01% |
$2.85K - $3.31K
|
2.45K
$329K
|