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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
253+ 6.71% |
$28.5K - $33.3K
|
4.02K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
252+ 2.27% |
$28.4K - $33.2K
|
11.4K
$1.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
251+ 7.73% |
$28.3K - $33K
|
3.5K
$498K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
250New |
$28.2K - $32.9K
|
250
$35.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
250+ 193.8% |
$28.2K - $32.9K
|
379
$53.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
239+ 7.37% |
$26.9K - $31.4K
|
3.48K
$495K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
237+ 9.48% |
$26.7K - $31.2K
|
2.74K
$389K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
235+ 10.51% |
$26.5K - $30.9K
|
2.47K
$352K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
230+ 61.33% |
$25.9K - $30.3K
|
605
$86.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
227New |
$25.6K - $29.9K
|
227
$32.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
214+ 0.89% |
$24.1K - $28.2K
|
24.1K
$3.44M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
212+ 3.0% |
$23.9K - $27.9K
|
7.28K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
210+ 1.46% |
$23.7K - $27.6K
|
14.6K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
207New |
$23.3K - $27.2K
|
207
$29.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
207+ 2.12% |
$23.3K - $27.2K
|
9.98K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
206+ 11.29% |
$23.2K - $27.1K
|
2.03K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
205+ 1.36% |
$23.1K - $27K
|
15.2K
$2.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
203+ 1.43% |
$22.9K - $26.7K
|
14.4K
$2.06M
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
BUY
|
- |
201+ 2.06% |
$22.6K - $26.4K
|
9.96K
$1.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
200New |
$22.5K - $26.3K
|
200
$28.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
200New |
$22.5K - $26.3K
|
200
$28.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
196+ 2.4% |
$22.1K - $25.8K
|
8.37K
$1.19M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
194+ 0.73% |
$21.9K - $25.5K
|
26.9K
$3.83M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
190+ 5.74% |
$21.4K - $25K
|
3.5K
$498K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
188+ 3.72% |
$21.2K - $24.7K
|
5.25K
$747K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
181+ 58.39% |
$20.4K - $23.8K
|
491
$69.9K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
180+ 8.46% |
$20.3K - $23.7K
|
2.31K
$328K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
180+ 65.45% |
$20.3K - $23.7K
|
455
$64.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
179+ 0.7% |
$20.2K - $23.6K
|
25.6K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
173+ 0.98% |
$19.5K - $22.8K
|
17.9K
$2.54M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
173+ 0.98% |
$19.5K - $22.8K
|
17.9K
$2.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
167+ 7.55% |
$18.8K - $22K
|
2.38K
$339K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
165+ 1.09% |
$18.6K - $21.7K
|
15.3K
$2.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
164New |
$18.5K - $21.6K
|
164
$23.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
163+ 1.78% |
$18.4K - $21.4K
|
9.32K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
158+ 6.89% |
$17.8K - $20.8K
|
2.45K
$349K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
153+ 2.83% |
$17.2K - $20.1K
|
5.56K
$791K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
151+ 0.73% |
$17K - $19.9K
|
20.8K
$2.96M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
150New |
$16.9K - $19.7K
|
150
$21.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
145+ 0.73% |
$16.3K - $19.1K
|
19.9K
$2.83M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
137+ 11.14% |
$15.4K - $18K
|
1.37K
$195K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
132+ 9.23% |
$14.9K - $17.4K
|
1.56K
$222K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
130+ 0.74% |
$14.6K - $17.1K
|
17.7K
$2.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
128+ 0.53% |
$14.4K - $16.8K
|
24.2K
$3.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
125New |
$14.1K - $16.4K
|
125
$17.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
125New |
$14.1K - $16.4K
|
125
$17.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
120+ 1.64% |
$13.5K - $15.8K
|
7.43K
$1.06M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
119+ 2.69% |
$13.4K - $15.7K
|
4.55K
$647K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
119+ 0.72% |
$13.4K - $15.7K
|
16.8K
$2.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
97+ 1.1% |
$10.9K - $12.8K
|
8.91K
$1.27M
|