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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
351+ 11.61% |
$40K - $46.4K
|
3.38K
$480K
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
347+ 5.72% |
$39.6K - $45.9K
|
6.42K
$913K
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
342+ 14.26% |
$39K - $45.2K
|
2.74K
$390K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
342+ 5.15% |
$39K - $45.2K
|
6.98K
$994K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
341+ 119.23% |
$38.9K - $45.1K
|
627
$89.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
334+ 0.75% |
$38.1K - $44.2K
|
45K
$6.41M
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
330+ 5.79% |
$37.6K - $43.7K
|
6.03K
$859K
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
320+ 5.36% |
$36.5K - $42.3K
|
6.29K
$895K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
317+ 4.51% |
$36.2K - $41.9K
|
7.34K
$1.04M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
315+ 10.77% |
$35.9K - $41.7K
|
3.24K
$461K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
311+ 1.26% |
$35.5K - $41.1K
|
25K
$3.55M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
301+ 4.65% |
$34.3K - $39.8K
|
6.78K
$965K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
300New |
$34.2K - $39.7K
|
300
$42.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
300+ 8.0% |
$34.2K - $39.7K
|
4.05K
$577K
|
|
|
Aug 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
300+ 7.58% |
$34.2K - $39.7K
|
4.26K
$606K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
296+ 2.74% |
$33.8K - $39.2K
|
11.1K
$1.58M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
291+ 7.31% |
$33.2K - $38.5K
|
4.27K
$608K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
282+ 2.72% |
$32.2K - $37.3K
|
10.6K
$1.51M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
278+ 179.35% |
$31.7K - $36.8K
|
433
$61.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
270+ 0.6% |
$30.8K - $35.7K
|
45.3K
$6.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
265+ 9.44% |
$30.2K - $35.1K
|
3.07K
$437K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
262+ 3.65% |
$29.9K - $34.7K
|
7.44K
$1.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
260+ 58.96% |
$29.7K - $34.4K
|
701
$99.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
250+ 4.32% |
$28.5K - $33.1K
|
6.04K
$860K
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
250New |
$28.5K - $33.1K
|
250
$35.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Nvest Financial, LLC
|
BUY
|
- |
247+ 0.57% |
$28.2K - $32.7K
|
43.7K
$6.21M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
245+ 0.37% |
$27.9K - $32.4K
|
66.4K
$9.44M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
239+ 5.71% |
$27.3K - $31.6K
|
4.42K
$629K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
BUY
|
- |
238New |
$27.1K - $31.5K
|
238
$33.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
232+ 4.98% |
$26.5K - $30.7K
|
4.89K
$696K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
226+ 226.0% |
$25.8K - $29.9K
|
326
$46.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
224+ 1.34% |
$25.6K - $29.6K
|
16.9K
$2.41M
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
209+ 3.79% |
$23.8K - $27.7K
|
5.73K
$815K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
205+ 7.24% |
$23.4K - $27.1K
|
3.04K
$432K
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
204+ 0.52% |
$23.3K - $27K
|
39.3K
$5.59M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
201+ 9.25% |
$22.9K - $26.6K
|
2.38K
$338K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
201+ 49.88% |
$22.9K - $26.6K
|
604
$86K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
197+ 0.28% |
$22.5K - $26.1K
|
71.7K
$10.2M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
197+ 2.21% |
$22.5K - $26.1K
|
9.12K
$1.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
194+ 4.03% |
$22.1K - $25.7K
|
5.01K
$713K
|
|
|
Oct 25, 2024
Q2 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
193+ 9.19% |
$22K - $25.5K
|
2.29K
$326K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
193+ 0.75% |
$22K - $25.5K
|
26K
$3.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
190+ 1.0% |
$21.7K - $25.1K
|
19.1K
$2.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
190+ 1.94% |
$21.7K - $25.1K
|
10K
$1.42M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
189New |
$21.6K - $25K
|
189
$26.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
186+ 3.33% |
$21.2K - $24.6K
|
5.77K
$821K
|
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
180+ 2.17% |
$20.5K - $23.8K
|
8.49K
$1.21M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
176+ 1.81% |
$20.1K - $23.3K
|
9.91K
$1.41M
|
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
BUY
|
- |
174+ 5.7% |
$19.8K - $23K
|
3.23K
$460K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
170+ 0.49% |
$19.4K - $22.5K
|
34.7K
$4.94M
|