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 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
12.4KNew |
$1.4M - $1.63M
|
12.4K
$1.66M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12.3K+ 4.88% |
$1.38M - $1.62M
|
264K
$35.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
12.2KNew |
$1.38M - $1.61M
|
12.2K
$1.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
12KNew |
$1.35M - $1.58M
|
12K
$1.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.9K+ 375.88% |
$1.34M - $1.57M
|
15.1K
$2.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
11.7K+ 91.08% |
$1.32M - $1.54M
|
24.5K
$3.29M
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
11.7K+ 290.23% |
$1.32M - $1.54M
|
15.7K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
11.6KNew |
$1.31M - $1.53M
|
11.6K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
11.5K+ 12.62% |
$1.29M - $1.51M
|
102K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
11K+ 77.89% |
$1.24M - $1.45M
|
25.1K
$3.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.9KNew |
$1.22M - $1.43M
|
10.9K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
10.7K+ 13.46% |
$1.2M - $1.41M
|
90.1K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.5K+ 14.26% |
$1.18M - $1.38M
|
84.1K
$11.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10.5K+ 409.03% |
$1.18M - $1.38M
|
13K
$1.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
9.64K+ 14.84% |
$1.09M - $1.27M
|
74.6K
$9.99M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.51K+ 15.7% |
$1.07M - $1.25M
|
70.1K
$9.39M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
9.49K+ 32.0% |
$1.07M - $1.25M
|
39.2K
$5.24M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
9.37KNew |
$1.06M - $1.23M
|
9.37K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
9.32KNew |
$1.05M - $1.23M
|
9.32K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
9.07K+ 71.75% |
$1.02M - $1.19M
|
21.7K
$2.91M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
8.84K+ 160.08% |
$996K - $1.16M
|
14.4K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8.8K+ 6.5% |
$992K - $1.16M
|
144K
$19.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
8.77KNew |
$988K - $1.15M
|
8.77K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.73K+ 14.38% |
$984K - $1.15M
|
69.5K
$9.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.46K+ 9.1% |
$953K - $1.11M
|
101K
$13.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.42K+ 10.84% |
$948K - $1.11M
|
86.1K
$11.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.37K+ 23.92% |
$943K - $1.1M
|
43.4K
$5.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.28KNew |
$932K - $1.09M
|
8.28K
$1.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
8.1K+ 34.91% |
$913K - $1.07M
|
31.3K
$4.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7.71K+ 14.27% |
$869K - $1.01M
|
61.7K
$8.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.24K+ 15.53% |
$816K - $953K
|
53.9K
$7.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7.15KNew |
$805K - $940K
|
7.15K
$957K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.08K+ 7.23% |
$798K - $932K
|
105K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.07K+ 10.91% |
$796K - $930K
|
71.8K
$9.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
6.87K+ 135.88% |
$774K - $904K
|
11.9K
$1.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
6.87K+ 75.03% |
$773K - $903K
|
16K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
6.85K+ 12.74% |
$771K - $901K
|
60.6K
$8.11M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.82K+ 6.86% |
$768K - $897K
|
106K
$14.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
6.81K+ 1098.87% |
$767K - $896K
|
7.43K
$995K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
6.81K+ 114.33% |
$767K - $896K
|
12.8K
$1.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
6.75K+ 23.1% |
$760K - $888K
|
36K
$4.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.66K+ 33.14% |
$750K - $876K
|
26.7K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.58K+ 105.39% |
$741K - $865K
|
12.8K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.57KNew |
$740K - $865K
|
6.57K
$880K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.57K+ 5.25% |
$740K - $865K
|
132K
$17.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.5K+ 22.41% |
$732K - $855K
|
35.5K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.35K+ 69.0% |
$716K - $836K
|
15.6K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.34KNew |
$715K - $835K
|
6.34K
$849K
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
6.29K+ 10.18% |
$709K - $828K
|
68.1K
$9.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.21K+ 81.19% |
$700K - $817K
|
13.9K
$1.86M
|