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 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
170+ 0.49% |
$19.4K - $22.5K
|
34.7K
$4.66M
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
157+ 4.31% |
$17.9K - $20.8K
|
3.8K
$510K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
154+ 1.35% |
$17.6K - $20.4K
|
11.5K
$1.55M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
151+ 36.47% |
$17.2K - $20K
|
565
$75.9K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
151+ 151.0% |
$17.2K - $20K
|
251
$33.7K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
150+ 5.1% |
$17.1K - $19.8K
|
3.09K
$415K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
150+ 7.5% |
$17.1K - $19.8K
|
2.15K
$289K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
150New |
$17.1K - $19.8K
|
150
$20.1K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
148New |
$16.9K - $19.6K
|
148
$19.9K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
144+ 6.17% |
$16.4K - $19.1K
|
2.48K
$333K
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
133+ 8.03% |
$15.2K - $17.6K
|
1.79K
$240K
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
132+ 4.1% |
$15.1K - $17.5K
|
3.35K
$450K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
132+ 1.79% |
$15.1K - $17.5K
|
7.5K
$1.01M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
131+ 7.55% |
$14.9K - $17.3K
|
1.87K
$251K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
123+ 0.73% |
$14K - $16.3K
|
16.9K
$2.26M
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
120+ 2.28% |
$13.7K - $15.9K
|
5.39K
$723K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
118+ 1.46% |
$13.5K - $15.6K
|
8.21K
$1.1M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
113+ 1.71% |
$12.9K - $14.9K
|
6.72K
$903K
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
110+ 4.23% |
$12.5K - $14.6K
|
2.71K
$364K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
107+ 39.93% |
$12.2K - $14.2K
|
375
$50.3K
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
107+ 0.65% |
$12.2K - $14.2K
|
16.5K
$2.22M
|
|
Feb 13, 2025
Q2 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
104+ 0.4% |
$11.9K - $13.8K
|
26K
$3.49M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
102+ 1.59% |
$11.6K - $13.5K
|
6.51K
$875K
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
100+ 2.31% |
$11.4K - $13.2K
|
4.43K
$594K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
96+ 240.0% |
$11K - $12.7K
|
136
$18.3K
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
90+ 1.0% |
$10.3K - $11.9K
|
9.05K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
82New |
$9.35K - $10.8K
|
82
$11K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
81+ 9.7% |
$9.24K - $10.7K
|
916
$123K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
81+ 12.48% |
$9.24K - $10.7K
|
730
$98K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
80+ 1.24% |
$9.13K - $10.6K
|
6.51K
$873K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
77+ 2.12% |
$8.78K - $10.2K
|
3.71K
$498K
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
77+ 2.22% |
$8.78K - $10.2K
|
3.55K
$476K
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
71+ 3.33% |
$8.1K - $9.39K
|
2.2K
$296K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
70+ 7.87% |
$7.98K - $9.26K
|
959
$129K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
70New |
$7.98K - $9.26K
|
70
$9.4K
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
BUY
|
- |
70+ 0.29% |
$7.98K - $9.26K
|
23.8K
$3.2M
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
63+ 3.07% |
$7.19K - $8.33K
|
2.11K
$284K
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
61+ 0.35% |
$6.96K - $8.07K
|
17.7K
$2.37M
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
60+ 0.31% |
$6.84K - $7.94K
|
19.4K
$2.6M
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
58+ 0.63% |
$6.62K - $7.67K
|
9.25K
$1.24M
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
58+ 44.62% |
$6.62K - $7.67K
|
188
$25.2K
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
52+ 2.58% |
$5.93K - $6.88K
|
2.07K
$278K
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
51+ 0.95% |
$5.82K - $6.75K
|
5.42K
$727K
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.49% |
$5.7K - $6.62K
|
10.3K
$1.38M
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
50+ 0.54% |
$5.7K - $6.62K
|
9.37K
$1.26M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45+ 1.81% |
$5.13K - $5.95K
|
2.53K
$339K
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
45+ 1.69% |
$5.13K - $5.95K
|
2.71K
$364K
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.7% |
$5.13K - $5.95K
|
2.7K
$362K
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
43+ 1.4% |
$4.91K - $5.69K
|
3.12K
$419K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
39New |
$4.45K - $5.16K
|
39
$5.24K
|