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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-258- 11.51% |
$29.4K - $34.1K
|
1.98K
$266K
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-268- 8.49% |
$30.6K - $35.5K
|
2.89K
$388K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-270- 5.08% |
$30.8K - $35.7K
|
5.04K
$677K
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-272- 0.99% |
$31K - $36K
|
27.3K
$3.66M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-282- 27.17% |
$32.2K - $37.3K
|
756
$102K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-284- 7.63% |
$32.4K - $37.6K
|
3.44K
$461K
|
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-287- 0.89% |
$32.7K - $38K
|
32K
$4.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Tl Private Wealth
|
SELL
|
- |
-289- 0.61% |
$33K - $38.2K
|
47.2K
$6.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 2.92% |
$34.2K - $39.7K
|
9.98K
$1.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-300- 4.69% |
$34.2K - $39.7K
|
6.09K
$818K
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-302- 1.52% |
$34.4K - $40K
|
19.5K
$2.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-311- 21.92% |
$35.5K - $41.1K
|
1.11K
$149K
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-322- 13.19% |
$36.7K - $42.6K
|
2.12K
$284K
|
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-323- 86.36% |
$36.8K - $42.7K
|
51
$6.85K
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-327- 29.62% |
$37.3K - $43.3K
|
777
$104K
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-334- 4.17% |
$38.1K - $44.2K
|
7.67K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-348Closed |
$39.7K - $46K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-350Closed |
$39.9K - $46.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-356- 1.39% |
$40.6K - $47.1K
|
25.2K
$3.39M
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
SELL
|
- |
-369- 2.39% |
$42.1K - $48.8K
|
15K
$2.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-371Closed |
$42.3K - $49.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-375- 0.05% |
$42.8K - $49.6K
|
712K
$95.6M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-381- 2.12% |
$43.5K - $50.4K
|
17.6K
$2.36M
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-402- 3.24% |
$45.9K - $53.2K
|
12K
$1.61M
|
|
|
Aug 04, 2022
Q2 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-408- 8.72% |
$46.5K - $54K
|
4.27K
$573K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-427- 7.83% |
$48.7K - $56.5K
|
5.02K
$675K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-437- 5.3% |
$49.8K - $57.8K
|
7.82K
$1.05M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-440- 9.8% |
$50.2K - $58.2K
|
4.05K
$544K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-448- 15.02% |
$51.1K - $59.3K
|
2.54K
$340K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-451- 0.97% |
$51.4K - $59.7K
|
45.9K
$6.16M
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-463- 1.86% |
$52.8K - $61.3K
|
24.5K
$3.29M
|
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-465- 1.13% |
$53K - $61.5K
|
40.5K
$5.44M
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-479- 1.34% |
$54.6K - $63.4K
|
35.2K
$4.72M
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-500Closed |
$57K - $66.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-500- 12.19% |
$57K - $66.2K
|
3.6K
$484K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-505- 8.97% |
$57.6K - $66.8K
|
5.12K
$688K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-513- 7.89% |
$58.5K - $67.9K
|
5.99K
$804K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-514- 0.42% |
$58.6K - $68K
|
122K
$16.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-515- 7.47% |
$58.7K - $68.1K
|
6.38K
$856K
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-525- 4.54% |
$59.9K - $69.5K
|
11K
$1.48M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-525- 3.01% |
$59.9K - $69.5K
|
16.9K
$2.27M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-549- 3.45% |
$62.6K - $72.6K
|
15.4K
$2.07M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-558Closed |
$63.7K - $73.8K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-562- 6.61% |
$64.1K - $74.4K
|
7.94K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-562Closed |
$64.1K - $74.4K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-575- 1.83% |
$65.6K - $76.1K
|
30.8K
$4.13M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-583- 7.88% |
$66.5K - $77.1K
|
6.82K
$915K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-589- 13.82% |
$67.2K - $77.9K
|
3.67K
$493K
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-600- 14.77% |
$68.4K - $79.4K
|
3.46K
$465K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-631- 13.94% |
$72K - $83.5K
|
3.89K
$523K
|