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 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-95- 3.18% |
$10.7K - $12.5K
|
2.89K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-95- 5.17% |
$10.7K - $12.5K
|
1.74K
$243K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-95- 0.81% |
$10.7K - $12.5K
|
11.7K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-99- 0.53% |
$11.2K - $13K
|
18.7K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-99- 3.46% |
$11.2K - $13K
|
2.76K
$385K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-100- 0.9% |
$11.3K - $13.2K
|
11K
$1.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 3.94% |
$11.3K - $13.2K
|
2.44K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-100- 1.4% |
$11.3K - $13.2K
|
7.02K
$980K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-100- 0.23% |
$11.3K - $13.2K
|
44.3K
$6.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100- 1.04% |
$11.3K - $13.2K
|
9.52K
$1.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-102- 2.93% |
$11.5K - $13.4K
|
3.38K
$472K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-104- 1.58% |
$11.7K - $13.7K
|
6.49K
$906K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-107- 4.44% |
$12.1K - $14.1K
|
2.3K
$322K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-107- 2.59% |
$12.1K - $14.1K
|
4.02K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-113- 2.52% |
$12.7K - $14.9K
|
4.38K
$612K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-113- 1.47% |
$12.7K - $14.9K
|
7.57K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-114- 1.23% |
$12.8K - $15K
|
9.13K
$1.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-116- 0.54% |
$13.1K - $15.3K
|
21.5K
$3M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-116- 4.71% |
$13.1K - $15.3K
|
2.35K
$328K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-120- 2.04% |
$13.5K - $15.8K
|
5.75K
$803K
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-120- 1.22% |
$13.5K - $15.8K
|
9.75K
$1.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-122- 0.71% |
$13.7K - $16.1K
|
17.1K
$2.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-122- 0.52% |
$13.7K - $16.1K
|
23.3K
$3.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-124- 40.13% |
$14K - $16.3K
|
185
$25.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-127- 2.16% |
$14.3K - $16.7K
|
5.76K
$804K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-127- 2.88% |
$14.3K - $16.7K
|
4.28K
$598K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-128- 2.03% |
$14.4K - $16.8K
|
6.19K
$864K
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-129- 0.95% |
$14.5K - $17K
|
13.5K
$1.89M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-131- 19.49% |
$14.8K - $17.2K
|
541
$75.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-133- 1.68% |
$15K - $17.5K
|
7.81K
$1.09M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-134- 2.87% |
$15.1K - $17.6K
|
4.54K
$634K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-136- 31.48% |
$15.3K - $17.9K
|
296
$41.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-144- 0.95% |
$16.2K - $18.9K
|
15K
$2.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-148- 0.16% |
$16.7K - $19.5K
|
89.6K
$12.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-151- 6.29% |
$17K - $19.9K
|
2.25K
$314K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-152- 0.83% |
$17.1K - $20K
|
18.3K
$2.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-154- 4.29% |
$17.3K - $20.3K
|
3.43K
$479K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-154- 3.2% |
$17.3K - $20.3K
|
4.66K
$650K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-154- 3.9% |
$17.3K - $20.3K
|
3.79K
$529K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-155- 1.32% |
$17.5K - $20.4K
|
11.6K
$1.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-155- 3.5% |
$17.5K - $20.4K
|
4.27K
$596K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-158- 6.52% |
$17.8K - $20.8K
|
2.26K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-159- 4.83% |
$17.9K - $20.9K
|
3.13K
$438K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-160- 4.44% |
$18K - $21.1K
|
3.45K
$481K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-162- 0.31% |
$18.2K - $21.3K
|
51.3K
$7.16M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-165- 5.89% |
$18.6K - $21.7K
|
2.63K
$368K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-165- 3.27% |
$18.6K - $21.7K
|
4.88K
$681K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-167- 2.13% |
$18.8K - $22K
|
7.67K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-168- 4.19% |
$18.9K - $22.1K
|
3.84K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-173- 0.88% |
$19.5K - $22.8K
|
19.5K
$2.72M
|