Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
15+ 0.65% |
$1.67K - $1.99K
|
2.31K
$320K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
14+ 0.66% |
$1.56K - $1.85K
|
2.13K
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
14+ 0.66% |
$1.56K - $1.85K
|
2.14K
$296K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
14+ 0.34% |
$1.56K - $1.85K
|
4.16K
$577K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
14+ 0.64% |
$1.56K - $1.85K
|
2.19K
$304K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
13New |
$1.45K - $1.72K
|
13
$1.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
13+ 0.3% |
$1.45K - $1.72K
|
4.4K
$610K
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
12+ 0.37% |
$1.34K - $1.59K
|
3.24K
$449K
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
11+ 0.49% |
$1.23K - $1.46K
|
2.25K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.26% |
$1.23K - $1.46K
|
4.24K
$587K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 0.23% |
$1.12K - $1.32K
|
4.37K
$605K
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.21% |
$1.12K - $1.32K
|
4.73K
$655K
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
10+ 0.4% |
$1.12K - $1.32K
|
2.54K
$352K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
10+ 0.02% |
$1.12K - $1.32K
|
54.1K
$7.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 0.3% |
$1K - $1.19K
|
3.04K
$421K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.53% |
$892 - $1.06K
|
1.52K
$211K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
8+ 0.16% |
$892 - $1.06K
|
4.9K
$680K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
8+ 0.27% |
$892 - $1.06K
|
3.02K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
8+ 0.33% |
$892 - $1.06K
|
2.46K
$341K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8+ 0.03% |
$892 - $1.06K
|
24.5K
$3.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.73% |
$781 - $926
|
966
$134K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.57% |
$781 - $926
|
1.23K
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.69% |
$781 - $926
|
1.02K
$142K
|
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
6+ 0.02% |
$669 - $794
|
26K
$3.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6+ 0.01% |
$669 - $794
|
48.5K
$6.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.09% |
$558 - $662
|
5.42K
$752K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.53% |
$558 - $662
|
940
$130K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4+ 0.14% |
$446 - $529
|
2.8K
$388K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 0.6% |
$446 - $529
|
672
$93.2K
|
|
|
Mar 04, 2025
Q3 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
4+ 0.07% |
$446 - $529
|
5.66K
$785K
|
|
|
Mar 28, 2025
Q3 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
4+ 0.07% |
$446 - $529
|
5.66K
$785K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4+ 0.04% |
$446 - $529
|
10.8K
$1.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3+ 0.41% |
$335 - $397
|
733
$102K
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
3+ 5.88% |
$335 - $397
|
54
$7.49K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3+ 0.14% |
$335 - $397
|
2.13K
$295K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.5% |
$335 - $397
|
607
$84.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
3+ 0.15% |
$335 - $397
|
2.07K
$287K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.18% |
$335 - $397
|
1.7K
$236K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3+ 0.04% |
$335 - $397
|
7.07K
$980K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.15% |
$335 - $397
|
2.04K
$283K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.06% |
$335 - $397
|
5.17K
$716K
|
|
|
Nov 14, 2022
Q3 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.01% |
$223 - $265
|
15.9K
$2.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.05% |
$223 - $265
|
3.78K
$524K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$223 - $265
|
9.62K
$1.33M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.59% |
$223 - $265
|
341
$47.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.04% |
$223 - $265
|
5.45K
$756K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2New |
$223 - $265
|
2
$277
|
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$223 - $265
|
14.9K
$2.06M
|
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$112 - $132
|
1.91K
$265K
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.89% |
$112 - $132
|
113
$15.7K
|