Purchases and Sales Made in Q4 2022 in Spdr Series Tr Spdr S&P Divide (SDY)

SDY Quotes by TradingView

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 07, 2023 Q4 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
93
+ 1.29%
$10.5K - $12.2K
7.28K $1.04M
Jan 20, 2023 Q4 2022
Bourgeon Capital Management LLC

BUY
 -
90
+ 26.01%
$10.1K - $11.8K
436 $62K
Aug 13, 2024 Q4 2022
Meridian Financial, LLC

Holliston, MA
BUY
 -
86
+ 0.66%
$9.69K - $11.3K
13K $1.85M
Feb 07, 2023 Q4 2022
Modera Wealth Management, LLC

BUY
 -
85
+ 2.26%
$9.58K - $11.2K
3.84K $546K
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
82
+ 25.31%
$9.24K - $10.8K
406 $57.8K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
81
+ 1.59%
$9.12K - $10.7K
5.18K $737K
Feb 01, 2023 Q4 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
77
+ 116.67%
$8.67K - $10.1K
143 $20.4K
Jan 27, 2023 Q4 2022
Barnes Pettey Financial Advisors, LLC

BUY
 -
74
+ 3.23%
$8.34K - $9.74K
2.36K $336K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
72
New
$8.11K - $9.47K
72 $10.2K
Feb 02, 2023 Q4 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
70
+ 0.97%
$7.89K - $9.21K
7.31K $1.04M
Jan 31, 2023 Q4 2022
Canal Capital Management, LLC

BUY
 -
67
+ 1.3%
$7.55K - $8.82K
5.21K $741K
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
66
+ 0.57%
$7.43K - $8.68K
11.6K $1.65M
Feb 13, 2023 Q4 2022
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
65
+ 0.7%
$7.32K - $8.55K
9.37K $1.33M
Feb 06, 2023 Q4 2022
Wescott Financial Advisory Group, LLC

BUY
 -
65
+ 0.64%
$7.32K - $8.55K
10.2K $1.46M
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
64
+ 1.34%
$7.21K - $8.42K
4.85K $691K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
64
+ 6.63%
$7.21K - $8.42K
1.03K $147K
Jan 26, 2023 Q4 2022
Central Trust CO

Jefferson City, MO
BUY
 -
63
+ 0.15%
$7.1K - $8.29K
43.1K $6.14M
Jan 11, 2023 Q4 2022
Ellenbecker Investment Group

BUY
 -
61
+ 0.34%
$6.87K - $8.03K
18.2K $2.59M
Feb 09, 2023 Q4 2022
Financial Futures LTD Liability Co.

BUY
 -
60
+ 0.15%
$6.76K - $7.89K
40.6K $5.78M
Feb 13, 2023 Q4 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
56
+ 0.51%
$6.31K - $7.37K
11.1K $1.58M
Jan 26, 2023 Q4 2022
Howard Wealth Management, LLC

Madison, CT
BUY
 -
55
+ 0.53%
$6.2K - $7.24K
10.5K $1.5M
Feb 14, 2023 Q4 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
50
+ 1.18%
$5.63K - $6.58K
4.29K $610K
Jan 24, 2023 Q4 2022
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
50
+ 0.35%
$5.63K - $6.58K
14.5K $2.06M
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
45
New
$5.07K - $5.92K
45 $6.4K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
45
New
$5.07K - $5.92K
45 $6.4K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
40
+ 0.54%
$4.51K - $5.26K
7.41K $1.06M
Feb 14, 2023 Q4 2022
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
39
New
$4.39K - $5.13K
39 $5.55K
Feb 06, 2023 Q4 2022
Princeton Global Asset Management LLC

BUY
 -
39
+ 14.55%
$4.39K - $5.13K
307 $43.7K
Jan 24, 2023 Q4 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
38
+ 0.33%
$4.28K - $5K
11.5K $1.63M
Jan 31, 2023 Q4 2022
Atticus Wealth Management, LLC

BUY
 -
38
+ 0.42%
$4.28K - $5K
9.09K $1.29M
Jan 11, 2023 Q4 2022
M&R Capital Management Inc

BUY
 -
35
+ 19.55%
$3.94K - $4.6K
214 $30.5K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
35
New
$3.94K - $4.6K
35 $4.98K
Feb 07, 2023 Q4 2022
Holistic Financial Partners

BUY
 -
32
+ 0.71%
$3.6K - $4.21K
4.54K $647K
Feb 10, 2023 Q4 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
31
+ 0.35%
$3.49K - $4.08K
8.93K $1.27M
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
30
New
$3.38K - $3.95K
30 $4.27K
Jan 18, 2023 Q4 2022
Family Asset Management, LLC

Charleston, SC
BUY
 -
29
New
$3.27K - $3.82K
29 $4.13K
Feb 08, 2023 Q4 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
27
+ 0.24%
$3.04K - $3.55K
11.1K $1.58M
Feb 13, 2023 Q4 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
26
+ 0.7%
$2.93K - $3.42K
3.73K $531K
Jan 18, 2023 Q4 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
25
+ 0.7%
$2.82K - $3.29K
3.59K $511K
Jan 30, 2023 Q4 2022
Peak Asset Management, LLC

Louisville, CO
BUY
 -
25
+ 0.18%
$2.82K - $3.29K
13.8K $1.97M
Feb 10, 2023 Q4 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
24
+ 0.11%
$2.7K - $3.16K
21K $2.99M
Jan 19, 2023 Q4 2022
Mkt Advisors LLC

Escondido, CA
BUY
 -
24
+ 0.3%
$2.7K - $3.16K
7.94K $1.13M
Feb 14, 2023 Q4 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
24
+ 0.08%
$2.7K - $3.16K
31.2K $4.44M
Jan 09, 2023 Q4 2022
Wedmont Private Capital

BUY
 -
23
+ 0.7%
$2.59K - $3.03K
3.29K $468K
Feb 14, 2023 Q4 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
22
+ 0.71%
$2.48K - $2.89K
3.13K $445K
Jan 10, 2023 Q4 2022
Jdm Financial Group LLC

Encino, CA
BUY
 -
20
New
$2.25K - $2.63K
20 $2.85K
Feb 14, 2023 Q4 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
19
+ 0.53%
$2.14K - $2.5K
3.64K $518K
Jan 19, 2023 Q4 2022
Greenhouse Wealth Management, LLC

BUY
 -
19
+ 0.3%
$2.14K - $2.5K
6.28K $893K
Feb 08, 2023 Q4 2022
Hc Advisors, LLC

BUY
 -
18
+ 0.71%
$2.03K - $2.37K
2.54K $362K

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