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 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.01K- 9.99% |
$343K - $398K
|
27.1K
$3.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.06KClosed |
$349K - $404K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3.09K- 33.55% |
$352K - $409K
|
6.12K
$871K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.2K- 1.71% |
$365K - $423K
|
184K
$26.2M
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-3.23KClosed |
$368K - $427K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-3.39KClosed |
$386K - $448K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.39K- 33.13% |
$387K - $449K
|
6.85K
$975K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-3.43KClosed |
$391K - $453K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.46KClosed |
$395K - $458K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.57K- 15.99% |
$408K - $473K
|
18.8K
$2.67M
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.58KClosed |
$408K - $473K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-3.72KClosed |
$424K - $491K
|
0
$0
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.76K- 0.88% |
$429K - $497K
|
423K
$60.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-3.78K- 2.85% |
$432K - $500K
|
129K
$18.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.81K- 3.03% |
$435K - $504K
|
122K
$17.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.86K- 15.25% |
$440K - $510K
|
21.4K
$3.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3.87K- 6.97% |
$442K - $513K
|
51.7K
$7.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3.95K- 54.06% |
$450K - $522K
|
3.36K
$478K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.01K- 19.82% |
$457K - $531K
|
16.2K
$2.31M
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.04K- 3.18% |
$460K - $534K
|
123K
$17.5M
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4.07K- 33.66% |
$465K - $539K
|
8.03K
$1.14M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.16K- 37.06% |
$475K - $551K
|
7.07K
$1.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.39K- 3.25% |
$500K - $580K
|
131K
$18.6M
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.4K- 5.49% |
$502K - $582K
|
75.7K
$10.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.43K- 17.12% |
$505K - $586K
|
21.4K
$3.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-4.44K- 8.0% |
$506K - $587K
|
51K
$7.26M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.47K- 16.35% |
$509K - $591K
|
22.8K
$3.25M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.49K- 1.18% |
$512K - $593K
|
376K
$53.5M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-4.73K- 39.93% |
$540K - $626K
|
7.12K
$1.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-5.24K- 74.01% |
$598K - $693K
|
1.84K
$262K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.41K- 2.45% |
$617K - $716K
|
216K
$30.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-5.48K- 10.1% |
$625K - $725K
|
48.8K
$6.94M
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-5.54K- 0.76% |
$631K - $732K
|
720K
$102M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.92K- 5.84% |
$675K - $783K
|
95.5K
$13.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.07K- 8.19% |
$692K - $803K
|
68.1K
$9.69M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.29K- 8.73% |
$718K - $832K
|
65.7K
$9.36M
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-6.38K- 6.63% |
$728K - $844K
|
89.8K
$12.8M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.38K- 7.15% |
$728K - $845K
|
82.9K
$11.8M
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-6.81K- 13.04% |
$776K - $900K
|
45.4K
$6.46M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.89KClosed |
$786K - $912K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.96K- 40.51% |
$794K - $920K
|
10.2K
$1.45M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-7.11KClosed |
$811K - $941K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.16K- 4.86% |
$816K - $947K
|
140K
$20M
|
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
SELL
|
- |
-7.28K- 9.92% |
$830K - $962K
|
66.1K
$9.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7.69KClosed |
$877K - $1.02M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-8.26K- 16.68% |
$942K - $1.09M
|
41.3K
$5.87M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-8.4K- 3.63% |
$959K - $1.11M
|
223K
$31.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-8.77K- 6.39% |
$1M - $1.16M
|
129K
$18.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-9.03KClosed |
$1.03M - $1.19M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.3K- 8.57% |
$1.06M - $1.23M
|
99.2K
$14.1M
|