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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
73+ 0.34% |
$8.14K - $9.66K
|
21.5K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
73+ 29.08% |
$8.14K - $9.66K
|
324
$45.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
71New |
$7.92K - $9.4K
|
71
$9.91K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
70+ 0.23% |
$7.81K - $9.26K
|
30.8K
$4.31M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
69New |
$7.69K - $9.13K
|
69
$9.63K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
66+ 2.05% |
$7.36K - $8.73K
|
3.29K
$460K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
66New |
$7.36K - $8.73K
|
66
$9.21K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
62+ 12.04% |
$6.91K - $8.21K
|
577
$80.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
59+ 0.64% |
$6.58K - $7.81K
|
9.31K
$1.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
58+ 0.61% |
$6.47K - $7.68K
|
9.57K
$1.34M
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
55+ 2.07% |
$6.13K - $7.28K
|
2.71K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
55+ 0.54% |
$6.13K - $7.28K
|
10.3K
$1.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
51+ 2.08% |
$5.69K - $6.75K
|
2.5K
$349K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
51+ 1.31% |
$5.69K - $6.75K
|
3.95K
$551K
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
51+ 0.47% |
$5.69K - $6.75K
|
11K
$1.54M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
46+ 0.1% |
$5.13K - $6.09K
|
47.2K
$6.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
40+ 0.58% |
$4.46K - $5.29K
|
6.96K
$972K
|
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
BUY
|
- |
40+ 0.23% |
$4.46K - $5.29K
|
17.5K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 0.42% |
$4.24K - $5.03K
|
9.16K
$1.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
35+ 1.41% |
$3.9K - $4.63K
|
2.51K
$351K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
32+ 0.2% |
$3.57K - $4.23K
|
16.3K
$2.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
31+ 0.09% |
$3.46K - $4.1K
|
35.2K
$4.91M
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
30+ 0.67% |
$3.35K - $3.97K
|
4.51K
$630K
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
28+ 0.32% |
$3.12K - $3.71K
|
8.9K
$1.24M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
27New |
$3.01K - $3.57K
|
27
$3.77K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
25New |
$2.79K - $3.31K
|
25
$3.49K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
25+ 0.22% |
$2.79K - $3.31K
|
11.5K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
24+ 0.65% |
$2.68K - $3.18K
|
3.7K
$517K
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
23+ 0.65% |
$2.56K - $3.04K
|
3.56K
$497K
|
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
22+ 0.26% |
$2.45K - $2.91K
|
8.52K
$1.19M
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
22+ 0.28% |
$2.45K - $2.91K
|
7.92K
$1.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.87% |
$2.45K - $2.91K
|
2.55K
$356K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22+ 0.11% |
$2.45K - $2.91K
|
19.8K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21+ 3.0% |
$2.34K - $2.78K
|
722
$101K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
20New |
$2.23K - $2.65K
|
20
$2.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
20+ 0.65% |
$2.23K - $2.65K
|
3.1K
$433K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
20+ 0.3% |
$2.23K - $2.65K
|
6.59K
$920K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 0.29% |
$2.12K - $2.51K
|
6.59K
$920K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
19+ 0.67% |
$2.12K - $2.51K
|
2.86K
$399K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
19+ 0.69% |
$2.12K - $2.51K
|
2.75K
$384K
|
|
|
Oct 17, 2022
Q3 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
17+ 0.27% |
$1.9K - $2.25K
|
6.26K
$874K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
17+ 1.22% |
$1.9K - $2.25K
|
1.42K
$198K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
16+ 0.63% |
$1.78K - $2.12K
|
2.55K
$356K
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
16+ 0.21% |
$1.78K - $2.12K
|
7.69K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
16+ 0.31% |
$1.78K - $2.12K
|
5.17K
$722K
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
16+ 0.08% |
$1.78K - $2.12K
|
19.3K
$2.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
16+ 0.64% |
$1.78K - $2.12K
|
2.52K
$352K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16+ 0.44% |
$1.78K - $2.12K
|
3.62K
$505K
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
15+ 0.65% |
$1.67K - $1.99K
|
2.33K
$325K
|
|
|
Oct 25, 2024
Q3 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
15+ 0.65% |
$1.67K - $1.99K
|
2.31K
$322K
|