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 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.17K+ 0.53% |
$245K - $286K
|
412K
$57.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2.13K+ 1.35% |
$240K - $280K
|
160K
$22.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
2.12K+ 3.82% |
$238K - $279K
|
57.5K
$8.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.11K+ 9.18% |
$237K - $277K
|
25K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.06K+ 14.91% |
$232K - $271K
|
15.9K
$2.21M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.06K+ 63.73% |
$232K - $271K
|
5.28K
$737K
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
2.04KNew |
$230K - $269K
|
2.04K
$285K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.94K+ 1.91% |
$218K - $255K
|
103K
$14.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.93KNew |
$218K - $254K
|
1.93K
$270K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.93KNew |
$217K - $254K
|
1.93K
$269K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.92KNew |
$216K - $252K
|
1.92K
$267K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.92KNew |
$216K - $252K
|
1.92K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.91K+ 624.59% |
$215K - $251K
|
2.21K
$309K
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.9K+ 12.98% |
$214K - $249K
|
16.5K
$2.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.9KNew |
$214K - $249K
|
1.9K
$265K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.89K+ 2.97% |
$213K - $249K
|
65.7K
$9.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.89K+ 37.29% |
$213K - $249K
|
6.96K
$972K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 31.81% |
$213K - $248K
|
7.82K
$1.09M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.89K+ 2.7% |
$212K - $248K
|
71.8K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.88K+ 12.46% |
$212K - $247K
|
17K
$2.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.85K+ 16.95% |
$208K - $243K
|
12.8K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.85KNew |
$208K - $243K
|
1.85K
$258K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.85K+ 11.88% |
$208K - $243K
|
17.4K
$2.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.84K+ 15.39% |
$207K - $242K
|
13.8K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.84KNew |
$207K - $242K
|
1.84K
$257K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
1.83KNew |
$206K - $241K
|
1.83K
$256K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.83KNew |
$206K - $241K
|
1.83K
$256K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.82K+ 4.11% |
$205K - $239K
|
46K
$6.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.79KNew |
$202K - $236K
|
1.79K
$250K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.79K+ 11.1% |
$202K - $236K
|
17.9K
$2.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$202K - $235K
|
1.79K
$250K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.75KNew |
$197K - $230K
|
1.75K
$244K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.75KNew |
$197K - $230K
|
1.75K
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
1.74KNew |
$196K - $229K
|
1.74K
$243K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.73KNew |
$195K - $228K
|
1.73K
$242K
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.73KNew |
$195K - $228K
|
1.73K
$242K
|
|
|
Feb 09, 2023
Q4 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
1.73K+ 16.42% |
$195K - $228K
|
12.3K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.73KNew |
$195K - $227K
|
1.73K
$241K
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.72KNew |
$194K - $227K
|
1.72K
$241K
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
BUY
|
- |
1.71KNew |
$193K - $225K
|
1.71K
$239K
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.71KNew |
$193K - $225K
|
1.71K
$239K
|
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
BUY
|
- |
1.71KNew |
$193K - $225K
|
1.71K
$239K
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
1.71KNew |
$193K - $225K
|
1.71K
$239K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.7KNew |
$192K - $224K
|
1.7K
$238K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
1.7KNew |
$192K - $224K
|
1.7K
$237K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.7K+ 3.66% |
$192K - $224K
|
48.1K
$6.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
1.69KNew |
$191K - $223K
|
1.69K
$236K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.69KNew |
$191K - $223K
|
1.69K
$236K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
1.68KNew |
$190K - $222K
|
1.68K
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.68K+ 62.17% |
$189K - $221K
|
4.37K
$610K
|