Purchases and Sales Made in Q1 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 Q1 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
May 16, 2022 Q1 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
490
+ 1.9%
$59.6K - $64.1K
26.2K $3.51M
May 12, 2022 Q1 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
481
+ 30.39%
$58.5K - $62.9K
2.06K $276K
May 06, 2022 Q1 2022
Jacobi Capital Management LLC

BUY
 -
477
+ 9.97%
$58K - $62.4K
5.26K $705K
May 16, 2022 Q1 2022
V Wealth Advisors LLC

BUY
 -
477
+ 4.93%
$58K - $62.4K
10.1K $1.36M
Apr 27, 2022 Q1 2022
Horst & Graben Wealth Management LLC

BUY
 -
446
+ 4.8%
$54.3K - $58.3K
9.73K $1.3M
May 09, 2022 Q1 2022
Albion Financial Group

BUY
 -
440
+ 1.07%
$53.5K - $57.5K
41.6K $5.57M
May 10, 2022 Q1 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
434
+ 23.68%
$52.8K - $56.7K
2.27K $304K
May 13, 2022 Q1 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
433
+ 0.44%
$52.7K - $56.6K
99.1K $13.3M
Jun 17, 2022 Q1 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
432
New
$52.6K - $56.5K
432 $57.8K
May 16, 2022 Q1 2022
Saxon Interests, Inc.

BUY
 -
423
+ 15.48%
$51.5K - $55.3K
3.16K $423K
May 13, 2022 Q1 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
403
+ 51.67%
$49K - $52.7K
1.18K $158K
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
401
+ 0.07%
$48.8K - $52.4K
564K $75.6M
May 24, 2022 Q1 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
401
+ 0.56%
$48.8K - $52.4K
72K $9.65M
Dec 18, 2023 Q1 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
400
+ 11.36%
$48.7K - $52.3K
3.92K $525K
Apr 29, 2022 Q1 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
400
+ 2.53%
$48.7K - $52.3K
16.2K $2.17M
Apr 20, 2022 Q1 2022
Eagle Global Advisors LLC

Houston, TX
BUY
 -
400
+ 14.01%
$48.7K - $52.3K
3.26K $436K
Apr 28, 2022 Q1 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
398
+ 2.27%
$48.4K - $52K
18K $2.4M
May 09, 2022 Q1 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
394
+ 6.31%
$47.9K - $51.5K
6.64K $889K
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

BUY
 -
394
+ 13.25%
$47.9K - $51.5K
3.37K $451K
May 16, 2022 Q1 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
387
+ 3.81%
$47.1K - $50.6K
10.5K $1.41M
May 04, 2022 Q1 2022
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
366
+ 5.99%
$44.5K - $47.9K
6.48K $867K
May 16, 2022 Q1 2022
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
365
+ 4.42%
$44.4K - $47.7K
8.63K $1.16M
Apr 27, 2022 Q1 2022
Cyrus J. Lawrence, LLC

BUY
 -
362
New
$44K - $47.3K
362 $48.5K
May 09, 2022 Q1 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
362
+ 0.73%
$44K - $47.3K
49.8K $6.67M
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
360
New
$43.8K - $47.1K
360 $48.2K
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
355
+ 9.03%
$43.2K - $46.4K
4.29K $574K
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

BUY
 -
354
+ 9.77%
$43.1K - $46.3K
3.98K $532K
May 12, 2022 Q1 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
336
+ 2.35%
$40.9K - $43.9K
14.6K $1.96M
Apr 21, 2022 Q1 2022
Provident Wealth Management, LLC

BUY
 -
332
+ 32.81%
$40.4K - $43.4K
1.34K $180K
Apr 25, 2022 Q1 2022
Meritage Portfolio Management

BUY
 -
328
+ 5.75%
$39.9K - $42.9K
6.03K $808K
May 16, 2022 Q1 2022
Cypress Capital Group

BUY
 -
325
+ 5.99%
$39.5K - $42.5K
5.75K $770K
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
320
+ 10.07%
$38.9K - $41.8K
3.5K $468K
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
320
+ 10.07%
$38.9K - $41.8K
3.5K $468K
May 16, 2022 Q1 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
307
+ 18.38%
$37.3K - $40.1K
1.98K $265K
Apr 15, 2022 Q1 2022
York Bridge Wealth Partners, LLC

BUY
 -
305
+ 1.69%
$37.1K - $39.9K
18.3K $2.45M
May 13, 2022 Q1 2022
Ignite Planners, LLC

BUY
 -
300
+ 5.34%
$36.5K - $39.2K
5.92K $793K
Apr 15, 2022 Q1 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
292
+ 12.29%
$35.5K - $38.2K
2.67K $357K
May 11, 2023 Q1 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
278
New
$33.8K - $36.3K
278 $37.2K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
275
New
$33.5K - $36K
275 $36.8K
Apr 19, 2022 Q1 2022
Pfg Advisors

BUY
 -
271
+ 9.33%
$33K - $35.4K
3.18K $425K
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

BUY
 -
264
+ 1.32%
$32.1K - $34.5K
20.2K $2.71M
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
262
+ 7.23%
$31.9K - $34.3K
3.88K $520K
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
BUY
 -
254
+ 0.14%
$30.9K - $33.2K
182K $24.4M
May 03, 2022 Q1 2022
Walkner Condon Financial Advisors LLC

BUY
 -
245
+ 7.21%
$29.8K - $32K
3.65K $488K
Apr 29, 2022 Q1 2022
Bowman & CO S.C.

BUY
 -
242
+ 11.01%
$29.4K - $31.6K
2.44K $327K
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
242
+ 2.19%
$29.4K - $31.6K
11.3K $1.51M
Nov 14, 2022 Q1 2022
Brewin Dolphin LTD

London, X0
BUY
 -
235
+ 22.93%
$28.6K - $30.7K
1.26K $169K
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
226
+ 6.2%
$27.5K - $29.5K
3.87K $518K
May 05, 2022 Q1 2022
First Foundation Advisors

Irvine, CA
BUY
 -
225
+ 9.97%
$27.4K - $29.4K
2.48K $332K

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