Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
17.7KNew |
$2.02M - $2.34M
|
17.7K
$2.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.1K+ 5.89% |
$1.95M - $2.27M
|
308K
$39.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
16.8KNew |
$1.92M - $2.22M
|
16.8K
$2.16M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
16.7K+ 24.41% |
$1.9M - $2.21M
|
85K
$10.9M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.3KNew |
$1.75M - $2.03M
|
15.3K
$1.98M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15.2K+ 63.46% |
$1.74M - $2.02M
|
39.3K
$5.05M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
14.8K+ 56.78% |
$1.69M - $1.96M
|
40.9K
$5.27M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
14.2KNew |
$1.62M - $1.87M
|
14.2K
$1.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.9K+ 13.85% |
$1.59M - $1.84M
|
114K
$14.7M
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
13.3K+ 1.43% |
$1.52M - $1.76M
|
943K
$121M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.1K+ 9.51% |
$1.49M - $1.73M
|
151K
$19.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
11.9K+ 13.14% |
$1.35M - $1.57M
|
102K
$13.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
BUY
|
- |
11.7K+ 12.04% |
$1.33M - $1.54M
|
108K
$14M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.5K+ 0.45% |
$1.32M - $1.53M
|
2.55M
$329M
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
11.4K+ 54.74% |
$1.3M - $1.5M
|
32.1K
$4.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
11.3K+ 64.45% |
$1.29M - $1.5M
|
28.9K
$3.72M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 12.58% |
$1.23M - $1.42M
|
96.4K
$12.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
BUY
|
- |
10.2K+ 24.17% |
$1.16M - $1.35M
|
52.5K
$6.75M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.1K+ 1.02% |
$1.15M - $1.33M
|
994K
$128M
|
|
|
Aug 02, 2022
Q2 2022
|
Lynwood Capital Management Inc.
|
BUY
|
- |
10KNew |
$1.14M - $1.32M
|
10K
$1.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.96K+ 3.12% |
$1.14M - $1.32M
|
330K
$42.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.89K+ 69.59% |
$1.13M - $1.31M
|
24.1K
$3.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.45K+ 5.19% |
$1.08M - $1.25M
|
192K
$24.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.38K+ 41.97% |
$1.07M - $1.24M
|
31.7K
$4.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.86KNew |
$1.01M - $1.17M
|
8.86K
$1.14M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8.64K+ 3.36% |
$985K - $1.14M
|
266K
$34.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.38K+ 8.52% |
$956K - $1.11M
|
107K
$13.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
8.26K+ 113.71% |
$943K - $1.09M
|
15.5K
$2M
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8.1K+ 26.65% |
$924K - $1.07M
|
38.5K
$4.96M
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.99K+ 21.48% |
$911K - $1.06M
|
45.2K
$5.82M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.94K+ 1.36% |
$906K - $1.05M
|
591K
$76.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
7.83K+ 24.99% |
$893K - $1.04M
|
39.1K
$5.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7.27KNew |
$830K - $962K
|
7.27K
$936K
|
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.19K+ 83.31% |
$820K - $951K
|
15.8K
$2.04M
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
7.18K+ 3.07% |
$819K - $949K
|
241K
$31M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.13K+ 25.1% |
$813K - $943K
|
35.5K
$4.57M
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7.04KNew |
$803K - $931K
|
7.04K
$906K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.03K+ 3.94% |
$802K - $930K
|
185K
$23.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.97K+ 15.31% |
$795K - $922K
|
52.5K
$6.76M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
6.95K+ 342.32% |
$793K - $919K
|
8.98K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
6.73K+ 6.39% |
$768K - $890K
|
112K
$14.4M
|
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
6.47KNew |
$738K - $856K
|
6.47K
$833K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
6.41K+ 4.25% |
$731K - $848K
|
157K
$20.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.32K+ 14.97% |
$721K - $836K
|
48.5K
$6.25M
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.27KNew |
$715K - $830K
|
6.27K
$807K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.78K+ 51.36% |
$659K - $764K
|
17K
$2.19M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.57K+ 26.17% |
$635K - $737K
|
26.8K
$3.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.55K+ 6.27% |
$633K - $734K
|
94K
$12.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.55KNew |
$633K - $734K
|
5.55K
$715K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.19K+ 194.53% |
$592K - $686K
|
7.86K
$1.01M
|