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 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.7K+ 2.58% |
$3.9M - $4.56M
|
1.38M
$192M
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
34.2K+ 28.62% |
$3.85M - $4.5M
|
154K
$21.5M
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
33.9K+ 3.52% |
$3.82M - $4.46M
|
998K
$139M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
33.5K+ 15.02% |
$3.78M - $4.41M
|
257K
$35.8M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
33.4KNew |
$3.76M - $4.39M
|
33.4K
$4.66M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.3K+ 9.9% |
$3.75M - $4.38M
|
369K
$51.6M
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
32.2K+ 23.51% |
$3.63M - $4.24M
|
169K
$23.6M
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
31.9K+ 50.47% |
$3.59M - $4.2M
|
95.1K
$13.3M
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
31.2K+ 791.89% |
$3.51M - $4.1M
|
35.1K
$4.9M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
29.9K+ 299.43% |
$3.37M - $3.94M
|
39.9K
$5.58M
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
29.1K+ 619.36% |
$3.28M - $3.83M
|
33.8K
$4.72M
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
29.1K+ 44.24% |
$3.27M - $3.82M
|
94.7K
$13.2M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.8K+ 2.29% |
$3.25M - $3.79M
|
1.29M
$179M
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
27.6KNew |
$3.11M - $3.64M
|
27.6K
$3.86M
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
27.3K+ 196.3% |
$3.08M - $3.6M
|
41.3K
$5.76M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.2KNew |
$3.06M - $3.57M
|
27.2K
$3.79M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
27K+ 18.0% |
$3.05M - $3.56M
|
177K
$24.8M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
26.8K+ 13.07% |
$3.01M - $3.52M
|
231K
$32.3M
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
25.7K+ 117.77% |
$2.89M - $3.38M
|
47.5K
$6.63M
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
24.8KNew |
$2.79M - $3.26M
|
24.8K
$3.46M
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
23.7K+ 121.76% |
$2.67M - $3.12M
|
43.1K
$6.02M
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
23.5KNew |
$2.65M - $3.09M
|
23.5K
$3.28M
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
23.3KNew |
$2.63M - $3.07M
|
23.3K
$3.25M
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
22.5K+ 6.72% |
$2.53M - $2.95M
|
357K
$49.8M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.9K+ 2.13% |
$2.47M - $2.88M
|
1.05M
$147M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
21.3K+ 53.87% |
$2.4M - $2.81M
|
60.9K
$8.5M
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
20KNew |
$2.25M - $2.63M
|
20K
$2.79M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
19.9K+ 22.53% |
$2.24M - $2.61M
|
108K
$15.1M
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
19.7KNew |
$2.22M - $2.6M
|
19.7K
$2.76M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
19.7K+ 89.16% |
$2.22M - $2.59M
|
41.8K
$5.83M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19.3K+ 89.94% |
$2.18M - $2.54M
|
40.8K
$5.7M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.2K+ 41.54% |
$2.17M - $2.53M
|
65.5K
$9.15M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.1K+ 2.93% |
$2.15M - $2.51M
|
671K
$93.6M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
18.6K+ 9.81% |
$2.09M - $2.44M
|
208K
$29M
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
17.3KNew |
$1.95M - $2.27M
|
17.3K
$2.41M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.9K+ 59.25% |
$1.9M - $2.22M
|
45.3K
$6.33M
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$1.79M - $2.09M
|
15.9K
$2.22M
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
15.7K+ 26.28% |
$1.77M - $2.07M
|
75.5K
$10.5M
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
15.4K+ 12.84% |
$1.73M - $2.02M
|
135K
$18.9M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15.4KNew |
$1.73M - $2.02M
|
15.4K
$2.14M
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
15.3KNew |
$1.73M - $2.02M
|
15.3K
$2.14M
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
15.3K+ 152.56% |
$1.72M - $2.01M
|
25.3K
$3.53M
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
14.8KNew |
$1.66M - $1.94M
|
14.8K
$2.06M
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14.7KNew |
$1.66M - $1.93M
|
14.7K
$2.05M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.6K+ 23.9% |
$1.64M - $1.92M
|
75.6K
$10.6M
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
14.2KNew |
$1.6M - $1.87M
|
14.2K
$1.99M
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.5K+ 234.2% |
$1.52M - $1.77M
|
19.3K
$2.69M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
13.2K+ 305.08% |
$1.48M - $1.73M
|
17.5K
$2.44M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13K+ 97.62% |
$1.46M - $1.71M
|
26.3K
$3.67M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
12.7KNew |
$1.43M - $1.67M
|
12.7K
$1.77M
|