Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-905- 5.22% |
$102K - $119K
|
16.4K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-911- 4.25% |
$103K - $120K
|
20.5K
$2.73M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-937- 14.09% |
$106K - $123K
|
5.71K
$759K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-948- 13.32% |
$107K - $125K
|
6.17K
$820K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-965- 0.33% |
$109K - $127K
|
288K
$38.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-977- 6.79% |
$110K - $129K
|
13.4K
$1.78M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-985- 6.32% |
$111K - $130K
|
14.6K
$1.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-990- 2.19% |
$112K - $130K
|
44.1K
$5.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1K- 19.94% |
$113K - $132K
|
4.02K
$534K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1K- 33.92% |
$113K - $132K
|
1.95K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.01K- 2.04% |
$114K - $133K
|
48.5K
$6.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 12.67% |
$116K - $135K
|
7.07K
$939K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
SELL
|
- |
-1.1K- 17.92% |
$124K - $145K
|
5.04K
$670K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.14K- 1.44% |
$128K - $149K
|
77.6K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.14K- 34.75% |
$128K - $150K
|
2.14K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.16K- 21.76% |
$130K - $152K
|
4.16K
$552K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.16K- 1.88% |
$131K - $153K
|
60.6K
$8.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-1.18K- 1.36% |
$133K - $155K
|
85.7K
$11.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.27K- 12.84% |
$143K - $166K
|
8.59K
$1.14M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.29K- 11.79% |
$145K - $170K
|
9.65K
$1.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.32K- 35.87% |
$148K - $173K
|
2.36K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.34K- 8.1% |
$151K - $176K
|
15.2K
$2.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.34K- 2.37% |
$151K - $177K
|
55.3K
$7.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.45K- 92.96% |
$164K - $191K
|
110
$14.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.48K- 2.6% |
$167K - $195K
|
55.4K
$7.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.54K- 14.92% |
$173K - $203K
|
8.78K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.56K- 59.12% |
$176K - $205K
|
1.08K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.56K- 14.85% |
$176K - $206K
|
8.97K
$1.19M
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
SELL
|
- |
-1.57K- 3.38% |
$177K - $207K
|
44.9K
$5.97M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 16.15% |
$178K - $208K
|
8.19K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-1.69K- 3.58% |
$190K - $222K
|
45.5K
$6.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.73K- 50.78% |
$195K - $228K
|
1.68K
$223K
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.76K- 4.44% |
$198K - $231K
|
37.7K
$5.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.9K- 2.76% |
$213K - $249K
|
66.9K
$8.89M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.94K- 4.44% |
$219K - $255K
|
41.8K
$5.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.03K- 7.42% |
$228K - $266K
|
25.3K
$3.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2.04K- 12.48% |
$230K - $269K
|
14.3K
$1.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.09K- 11.63% |
$235K - $275K
|
15.9K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.1K- 18.83% |
$236K - $276K
|
9.03K
$1.2M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.13K- 4.93% |
$240K - $281K
|
41.1K
$5.46M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.16K- 4.21% |
$244K - $284K
|
49.2K
$6.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.33K- 1.63% |
$262K - $306K
|
140K
$18.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
SELL
|
- |
-2.36K- 5.59% |
$266K - $310K
|
39.9K
$5.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.37K- 1.98% |
$267K - $312K
|
117K
$15.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.49K- 13.51% |
$280K - $327K
|
15.9K
$2.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.52K- 2.84% |
$284K - $332K
|
86.1K
$11.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.61K- 3.32% |
$294K - $344K
|
76.1K
$10.1M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-2.63K- 3.11% |
$296K - $346K
|
81.8K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.63K- 18.99% |
$297K - $347K
|
11.2K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.69K- 18.61% |
$303K - $354K
|
11.8K
$1.56M
|