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 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
460+ 8.0% |
$51.3K - $60.9K
|
6.21K
$832K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
445+ 3.04% |
$49.6K - $58.9K
|
15.1K
$2.02M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
441+ 7.01% |
$49.2K - $58.4K
|
6.73K
$901K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
435+ 0.59% |
$48.5K - $57.6K
|
73.6K
$9.86M
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
430+ 4.03% |
$47.9K - $56.9K
|
11.1K
$1.49M
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
418+ 2.16% |
$46.6K - $55.3K
|
19.7K
$2.64M
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
413+ 6.87% |
$46K - $54.7K
|
6.43K
$861K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
407+ 8.13% |
$45.4K - $53.9K
|
5.41K
$725K
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
404+ 5.9% |
$45K - $53.5K
|
7.25K
$971K
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
400+ 6.95% |
$44.6K - $52.9K
|
6.15K
$824K
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
400+ 14.04% |
$44.6K - $52.9K
|
3.25K
$435K
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
400+ 1.76% |
$44.6K - $52.9K
|
23.2K
$3.1M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
397+ 5.84% |
$44.3K - $52.5K
|
7.19K
$963K
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
397+ 0.51% |
$44.3K - $52.5K
|
78.7K
$10.5M
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
396+ 4.43% |
$44.2K - $52.4K
|
9.34K
$1.25M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
386+ 11.1% |
$43K - $51.1K
|
3.87K
$518K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
386+ 11.1% |
$43K - $51.1K
|
3.87K
$518K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
361+ 3.41% |
$40.3K - $47.8K
|
10.9K
$1.46M
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
357+ 0.36% |
$39.8K - $47.2K
|
99.3K
$13.3M
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
354+ 7.59% |
$39.5K - $46.8K
|
5.02K
$672K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
353+ 18.08% |
$39.4K - $46.7K
|
2.31K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
344+ 0.36% |
$38.4K - $45.5K
|
95.1K
$12.7M
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
342+ 3.43% |
$38.1K - $45.3K
|
10.3K
$1.38M
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
328+ 1.02% |
$36.6K - $43.4K
|
32.3K
$4.33M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
324+ 0.83% |
$36.1K - $42.9K
|
39.6K
$5.3M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
322+ 29.06% |
$35.9K - $42.6K
|
1.43K
$191K
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
314+ 1.43% |
$35K - $41.6K
|
22.2K
$2.97M
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
309+ 10.91% |
$34.5K - $40.9K
|
3.14K
$421K
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
308New |
$34.3K - $40.8K
|
308
$41.2K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
305New |
$34K - $40.4K
|
305
$40.8K
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
302+ 4.67% |
$33.7K - $40K
|
6.77K
$907K
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300+ 40.0% |
$33.5K - $39.7K
|
1.05K
$141K
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
294+ 0.33% |
$32.8K - $38.9K
|
89.8K
$12M
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
BUY
|
- |
286+ 0.9% |
$31.9K - $37.8K
|
31.9K
$4.27M
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
280+ 2.07% |
$31.2K - $37.1K
|
13.8K
$1.85M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
279+ 0.37% |
$31.1K - $36.9K
|
76K
$10.2M
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
BUY
|
- |
266+ 4.67% |
$29.7K - $35.2K
|
5.96K
$798K
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
264+ 25.63% |
$29.4K - $34.9K
|
1.29K
$173K
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
263+ 12.66% |
$29.3K - $34.8K
|
2.34K
$313K
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
254+ 9.36% |
$28.3K - $33.6K
|
2.97K
$397K
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
240+ 0.91% |
$26.8K - $31.8K
|
26.7K
$3.57M
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
236+ 7.77% |
$26.3K - $31.2K
|
3.27K
$438K
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
235+ 2.57% |
$26.2K - $31.1K
|
9.37K
$1.25M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
226+ 7.43% |
$25.2K - $29.9K
|
3.27K
$438K
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
225+ 0.57% |
$25.1K - $29.8K
|
39.5K
$5.29M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
219+ 0.1% |
$24.4K - $29K
|
224K
$29.9M
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
209+ 1.43% |
$23.3K - $27.7K
|
14.8K
$1.99M
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
202+ 2.37% |
$22.5K - $26.7K
|
8.74K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
200+ 4.82% |
$22.3K - $26.5K
|
4.35K
$582K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
188+ 24.87% |
$21K - $24.9K
|
944
$126K
|