Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.43K+ 17.89% |
$828K - $983K
|
49K
$6.56M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.35K+ 3.41% |
$820K - $973K
|
223K
$29.9M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.33K+ 98.75% |
$817K - $970K
|
14.7K
$1.97M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.28K+ 111.74% |
$812K - $963K
|
13.8K
$1.85M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.27K+ 6.33% |
$810K - $962K
|
122K
$16.4M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.15K+ 7.78% |
$797K - $946K
|
99K
$13.3M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.85K+ 40.53% |
$764K - $907K
|
23.8K
$3.18M
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6.78K+ 5.27% |
$756K - $897K
|
135K
$18.1M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.76KNew |
$754K - $894K
|
6.76K
$905K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.74K+ 190.15% |
$751K - $892K
|
10.3K
$1.38M
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6.7K+ 120.72% |
$747K - $887K
|
12.3K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.67K+ 11.07% |
$744K - $883K
|
66.9K
$8.96M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.65KNew |
$741K - $880K
|
6.65K
$890K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.64K+ 32.15% |
$740K - $879K
|
27.3K
$3.65M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
6.62K+ 8.13% |
$739K - $877K
|
88.1K
$11.8M
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.57K+ 26.24% |
$732K - $869K
|
31.6K
$4.23M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.44K+ 1.95% |
$718K - $852K
|
336K
$45M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.43KNew |
$717K - $851K
|
6.43K
$861K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.4K+ 6.8% |
$713K - $847K
|
100K
$13.4M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.39KNew |
$713K - $846K
|
6.39K
$856K
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
6.19K+ 53.11% |
$690K - $819K
|
17.8K
$2.39M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.01K+ 4.92% |
$670K - $795K
|
128K
$17.1M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
5.85K+ 4.54% |
$652K - $774K
|
135K
$18M
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.63K+ 2.12% |
$627K - $744K
|
271K
$36.4M
|
|
Nov 14, 2022
Q3 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
5.51K+ 8.72% |
$615K - $730K
|
68.8K
$9.21M
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
5.5K+ 2.82% |
$613K - $727K
|
200K
$26.8M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
5.44K+ 8.59% |
$607K - $720K
|
68.8K
$9.21M
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.07KNew |
$565K - $671K
|
5.07K
$679K
|
|
Nov 02, 2022
Q3 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
5.06KNew |
$564K - $669K
|
5.06K
$677K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.02KNew |
$560K - $665K
|
5.02K
$673K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.97K+ 269.95% |
$554K - $657K
|
6.81K
$912K
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.95K+ 159.57% |
$551K - $654K
|
8.04K
$1.08M
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
4.91K+ 0.68% |
$547K - $650K
|
725K
$97.1M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.49K+ 65.91% |
$501K - $595K
|
11.3K
$1.51M
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
4.4KNew |
$491K - $583K
|
4.4K
$590K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.35K+ 181.0% |
$485K - $576K
|
6.76K
$905K
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
4.28K+ 12.77% |
$478K - $567K
|
37.8K
$5.06M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.24K+ 649.69% |
$472K - $561K
|
4.89K
$655K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.16K+ 4.49% |
$464K - $550K
|
96.7K
$13M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.07K+ 217.89% |
$454K - $538K
|
5.94K
$795K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.05KNew |
$452K - $536K
|
4.05K
$542K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.01K+ 62.81% |
$447K - $531K
|
10.4K
$1.39M
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.91K+ 3.66% |
$436K - $518K
|
111K
$14.8M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.88K+ 18.26% |
$433K - $514K
|
25.1K
$3.37M
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.75K+ 14.74% |
$418K - $497K
|
29.2K
$3.91M
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.72K+ 52.28% |
$415K - $492K
|
10.8K
$1.45M
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
3.69K+ 7.38% |
$412K - $489K
|
53.7K
$7.19M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.6K+ 40.69% |
$402K - $477K
|
12.5K
$1.67M
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
3.55K+ 14.44% |
$395K - $469K
|
28.1K
$3.76M
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
3.46KNew |
$385K - $457K
|
3.46K
$463K
|