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 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
483+ 6.32% |
$54.4K - $63.5K
|
8.13K
$1.14M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
477New |
$53.7K - $62.8K
|
477
$66.6K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
470+ 7.12% |
$52.9K - $61.8K
|
7.07K
$987K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
469+ 1.97% |
$52.8K - $61.7K
|
24.3K
$3.39M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
460New |
$51.8K - $60.5K
|
460
$64.2K
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
452+ 4.61% |
$50.9K - $59.5K
|
10.3K
$1.43M
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
450New |
$50.7K - $59.2K
|
450
$62.8K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
430New |
$48.4K - $56.6K
|
430
$60K
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
422+ 14.35% |
$47.5K - $55.5K
|
3.36K
$470K
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
421+ 23.13% |
$47.4K - $55.4K
|
2.24K
$313K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
400+ 15.81% |
$45.1K - $52.6K
|
2.93K
$409K
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
400+ 0.75% |
$45.1K - $52.6K
|
54.1K
$7.55M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
394+ 1.44% |
$44.4K - $51.8K
|
27.7K
$3.86M
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
392+ 0.54% |
$44.2K - $51.6K
|
72.5K
$10.1M
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
392+ 5.55% |
$44.2K - $51.6K
|
7.46K
$1.04M
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
386+ 20.56% |
$43.5K - $50.8K
|
2.26K
$316K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
386+ 1.95% |
$43.5K - $50.8K
|
20.2K
$2.82M
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
381+ 4.07% |
$42.9K - $50.1K
|
9.75K
$1.36M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
377+ 0.2% |
$42.5K - $49.6K
|
188K
$26.2M
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
375+ 17.04% |
$42.2K - $49.3K
|
2.58K
$360K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
354+ 23.27% |
$39.9K - $46.6K
|
1.88K
$262K
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
350+ 2.9% |
$39.4K - $46K
|
12.4K
$1.73M
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
348+ 5.83% |
$39.2K - $45.8K
|
6.31K
$881K
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
346New |
$39K - $45.5K
|
346
$48.3K
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
342New |
$38.5K - $45K
|
342
$47.8K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
331+ 1.53% |
$37.3K - $43.5K
|
21.9K
$3.06M
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
323+ 3.51% |
$36.4K - $42.5K
|
9.52K
$1.33M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
323New |
$36.4K - $42.5K
|
323
$45.1K
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
319+ 5.58% |
$35.9K - $42K
|
6.04K
$843K
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
309+ 4.56% |
$34.8K - $40.7K
|
7.08K
$988K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
308New |
$34.7K - $40.5K
|
308
$43K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
306+ 2.82% |
$34.5K - $40.3K
|
11.1K
$1.56M
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
303+ 5.2% |
$34.1K - $39.9K
|
6.13K
$856K
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
300+ 11.06% |
$33.8K - $39.5K
|
3.01K
$421K
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
300+ 4.97% |
$33.8K - $39.5K
|
6.34K
$885K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
300+ 30.0% |
$33.8K - $39.5K
|
1.3K
$182K
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
292New |
$32.9K - $38.4K
|
292
$40.8K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
291+ 39.7% |
$32.8K - $38.3K
|
1.02K
$143K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
286+ 0.29% |
$32.2K - $37.6K
|
98.2K
$13.7M
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
285+ 10.56% |
$32.1K - $37.5K
|
2.98K
$416K
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
284+ 0.44% |
$32K - $37.4K
|
64.1K
$8.95M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
283+ 8.64% |
$31.9K - $37.2K
|
3.56K
$497K
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
276+ 0.72% |
$31.1K - $36.3K
|
38.5K
$5.37M
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
275New |
$31K - $36.2K
|
275
$38.4K
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
270New |
$30.4K - $35.5K
|
270
$37.7K
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
269+ 0.22% |
$30.3K - $35.4K
|
123K
$17.2M
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
265+ 2.86% |
$29.9K - $34.9K
|
9.54K
$1.33M
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
262+ 3.0% |
$29.5K - $34.5K
|
9K
$1.26M
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
262+ 2.83% |
$29.5K - $34.5K
|
9.5K
$1.33M
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
258+ 5.86% |
$29.1K - $33.9K
|
4.66K
$651K
|