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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
993+ 1256.96% |
$111K - $131K
|
1.07K
$144K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
990+ 0.83% |
$110K - $131K
|
120K
$16.1M
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
969+ 0.96% |
$108K - $128K
|
101K
$13.6M
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
941New |
$105K - $125K
|
941
$127K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
938+ 2.16% |
$105K - $124K
|
44.4K
$5.97M
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
921+ 1.43% |
$103K - $122K
|
65.4K
$8.8M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
904+ 8.19% |
$101K - $120K
|
11.9K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
890+ 105.2% |
$99.2K - $118K
|
1.74K
$234K
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
880+ 20.27% |
$98.1K - $116K
|
5.22K
$702K
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
875+ 35.74% |
$97.6K - $116K
|
3.32K
$447K
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
874+ 1.66% |
$97.5K - $116K
|
53.7K
$7.22M
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
860+ 1.44% |
$95.9K - $114K
|
60.6K
$8.15M
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
859+ 1.03% |
$95.8K - $114K
|
84.5K
$11.4M
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
817+ 19.73% |
$91.1K - $108K
|
4.96K
$667K
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
814+ 1.5% |
$90.8K - $108K
|
55.2K
$7.43M
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
812+ 2.45% |
$90.5K - $107K
|
34K
$4.57M
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
800+ 400.0% |
$89.2K - $106K
|
1K
$135K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
786+ 0.74% |
$87.6K - $104K
|
107K
$14.5M
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
752New |
$83.8K - $99.5K
|
752
$101K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
752+ 0.6% |
$83.8K - $99.5K
|
125K
$16.8M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
750+ 12.86% |
$83.6K - $99.3K
|
6.58K
$885K
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
744+ 4.21% |
$83K - $98.5K
|
18.4K
$2.48M
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
732+ 42.98% |
$81.6K - $96.9K
|
2.44K
$328K
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
729+ 8.7% |
$81.3K - $96.5K
|
9.11K
$1.23M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
711+ 10.08% |
$79.3K - $94.1K
|
7.77K
$1.04M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
711+ 4.61% |
$79.3K - $94.1K
|
16.1K
$2.17M
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
708+ 5.79% |
$78.9K - $93.7K
|
12.9K
$1.74M
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
706+ 20.81% |
$78.7K - $93.4K
|
4.1K
$551K
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
700+ 1.51% |
$78.1K - $92.6K
|
47.2K
$6.35M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
698+ 19.01% |
$77.8K - $92.4K
|
4.37K
$588K
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
670+ 446.67% |
$74.7K - $88.7K
|
820
$110K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
670+ 3.3% |
$74.7K - $88.7K
|
21K
$2.82M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
669+ 3.0% |
$74.6K - $88.5K
|
22.9K
$3.09M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
664+ 4.28% |
$74K - $87.9K
|
16.2K
$2.18M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
659+ 25.67% |
$73.5K - $87.2K
|
3.23K
$434K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
650+ 7.13% |
$72.5K - $86K
|
9.77K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
633+ 37.24% |
$70.6K - $83.8K
|
2.33K
$314K
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
594+ 9.18% |
$66.2K - $78.6K
|
7.07K
$951K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
590+ 38.46% |
$65.8K - $78.1K
|
2.12K
$286K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
572+ 211.85% |
$63.8K - $75.7K
|
842
$113K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
570+ 2.29% |
$63.6K - $75.4K
|
25.4K
$3.42M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
566+ 23.83% |
$63.1K - $74.9K
|
2.94K
$396K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
562New |
$62.7K - $74.4K
|
562
$75.6K
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
559+ 8.01% |
$62.3K - $74K
|
7.54K
$1.01M
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
550+ 22.92% |
$61.3K - $72.8K
|
2.95K
$397K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
538+ 3.18% |
$60K - $71.2K
|
17.5K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
509+ 16.47% |
$56.8K - $67.4K
|
3.6K
$484K
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
498+ 4.68% |
$55.5K - $65.9K
|
11.1K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
492+ 22.94% |
$54.9K - $65.1K
|
2.64K
$355K
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
481+ 7.74% |
$53.6K - $63.7K
|
6.7K
$901K
|