Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
356M+ 103758.68% |
$40B - $46.8B
|
356M
$49.7B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.5MNew |
$168M - $197M
|
1.5M
$209M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.21M+ 65.18% |
$137M - $160M
|
3.07M
$429M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
686KNew |
$77.2M - $90.2M
|
686K
$95.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
667K+ 24744.54% |
$75.1M - $87.7M
|
669K
$93.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
522K+ 5.66% |
$58.8M - $68.6M
|
9.73M
$1.36B
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
443K+ 15.21% |
$49.9M - $58.3M
|
3.36M
$469M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
391K+ 11.63% |
$44M - $51.4M
|
3.75M
$524M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
330K+ 6037.85% |
$37.1M - $43.4M
|
335K
$46.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
291K+ 238.18% |
$32.8M - $38.3M
|
413K
$57.7M
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
281K+ 655.55% |
$31.7M - $37M
|
324K
$45.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
245K+ 11.69% |
$27.6M - $32.2M
|
2.34M
$326M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
203K+ 8.14% |
$22.9M - $26.7M
|
2.7M
$377M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
158K+ 7.78% |
$17.8M - $20.8M
|
2.19M
$306M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
151K+ 117.83% |
$17M - $19.9M
|
279K
$38.9M
|
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
150KNew |
$16.9M - $19.7M
|
150K
$20.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 1.85% |
$11.9M - $13.9M
|
5.81M
$811M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
104K+ 753.77% |
$11.7M - $13.7M
|
118K
$16.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
101K+ 4.8% |
$11.4M - $13.3M
|
2.21M
$309M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.5K+ 4.73% |
$10.5M - $12.3M
|
2.07M
$289M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
89.1K+ 53.43% |
$10M - $11.7M
|
256K
$35.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
79.8K+ 14.26% |
$8.99M - $10.5M
|
639K
$89.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
79.4K+ 1639.99% |
$8.95M - $10.5M
|
84.3K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
76.1K+ 16.55% |
$8.58M - $10M
|
536K
$74.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.6K+ 7.62% |
$8.29M - $9.68M
|
1.04M
$145M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
72.9KNew |
$8.22M - $9.6M
|
72.9K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.9K+ 42.48% |
$8.1M - $9.46M
|
241K
$33.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.4K+ 16.15% |
$7.93M - $9.27M
|
507K
$70.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.7KNew |
$7.63M - $8.91M
|
67.7K
$9.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
62.6K+ 15.89% |
$7.05M - $8.23M
|
457K
$63.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
62.2KNew |
$7M - $8.18M
|
62.2K
$8.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
61.3KNew |
$6.9M - $8.06M
|
61.3K
$8.55M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60.8K+ 9.54% |
$6.85M - $8M
|
698K
$97.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
58K+ 640.4% |
$6.54M - $7.64M
|
67.1K
$9.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
57.3K+ 103.31% |
$6.45M - $7.53M
|
113K
$15.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57K+ 2.25% |
$6.42M - $7.5M
|
2.59M
$361M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
56.6K+ 100.86% |
$6.38M - $7.45M
|
113K
$15.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
56.2K+ 741.44% |
$6.33M - $7.39M
|
63.7K
$8.9M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
53.7KNew |
$6.05M - $7.06M
|
53.7K
$7.49M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
53.6KNew |
$6.04M - $7.06M
|
53.6K
$7.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
51.2KNew |
$5.77M - $6.74M
|
51.2K
$7.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
49.7K+ 779.1% |
$5.59M - $6.53M
|
56K
$7.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48.9K+ 77.93% |
$5.51M - $6.43M
|
112K
$15.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
47.9K+ 159.51% |
$5.39M - $6.3M
|
77.9K
$10.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
45.9K+ 4.02% |
$5.17M - $6.04M
|
1.19M
$166M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.2K+ 26.22% |
$4.98M - $5.81M
|
213K
$29.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
44.2K+ 608.88% |
$4.98M - $5.81M
|
51.4K
$7.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
38.3K+ 67.65% |
$4.32M - $5.04M
|
95K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
37.1K+ 2.58% |
$4.18M - $4.88M
|
1.47M
$206M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
36K+ 133.22% |
$4.06M - $4.74M
|
63.1K
$8.81M
|