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 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
6.06KNew |
$682K - $797K
|
6.06K
$811K
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.87K+ 7.28% |
$661K - $772K
|
86.5K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.59K+ 15.04% |
$630K - $736K
|
42.8K
$5.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.52K+ 280.68% |
$622K - $726K
|
7.49K
$1M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5.49KNew |
$619K - $723K
|
5.49K
$736K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5.38KNew |
$606K - $708K
|
5.38K
$721K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.37KNew |
$605K - $707K
|
5.37K
$719K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
5.37KNew |
$605K - $707K
|
5.37K
$719K
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
5.34KNew |
$601K - $702K
|
5.34K
$715K
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.26KNew |
$593K - $692K
|
5.26K
$705K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.21K+ 29.82% |
$587K - $686K
|
22.7K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.2KNew |
$585K - $684K
|
5.2K
$696K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
5.18K+ 12.07% |
$583K - $681K
|
48.1K
$6.44M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5.15K+ 10.61% |
$580K - $677K
|
53.7K
$7.19M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.13KNew |
$578K - $675K
|
5.13K
$687K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.13KNew |
$578K - $675K
|
5.13K
$687K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5K+ 1.11% |
$563K - $658K
|
456K
$61.1M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5K+ 1.11% |
$563K - $658K
|
456K
$61.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
4.98K+ 15.11% |
$561K - $655K
|
37.9K
$5.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4.95KNew |
$557K - $651K
|
4.95K
$662K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.87KNew |
$548K - $640K
|
4.87K
$652K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.8K+ 88.09% |
$541K - $632K
|
10.3K
$1.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.78KNew |
$538K - $629K
|
4.78K
$640K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4.68K+ 21.83% |
$527K - $616K
|
26.1K
$3.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
4.51K+ 259.74% |
$508K - $593K
|
6.25K
$836K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
4.5KNew |
$507K - $592K
|
4.5K
$603K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.47KNew |
$504K - $589K
|
4.47K
$599K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.46K+ 36.37% |
$502K - $586K
|
16.7K
$2.24M
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.42K+ 13.66% |
$498K - $581K
|
36.8K
$4.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
4.38KNew |
$493K - $576K
|
4.38K
$586K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.35K+ 124.68% |
$490K - $573K
|
7.85K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.33K+ 12.69% |
$488K - $570K
|
38.5K
$5.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.33K+ 42.11% |
$488K - $570K
|
14.6K
$1.96M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
4.27KNew |
$481K - $562K
|
4.27K
$572K
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
4.22K+ 24.12% |
$475K - $555K
|
21.7K
$2.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.08KNew |
$460K - $537K
|
4.08K
$547K
|
|
|
Feb 13, 2023
Q4 2022
|
Palouse Capital Management, Inc.
|
BUY
|
- |
3.99KNew |
$450K - $525K
|
3.99K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.95KNew |
$445K - $520K
|
3.95K
$529K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.95KNew |
$445K - $520K
|
3.95K
$529K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.95K+ 8.32% |
$445K - $519K
|
51.4K
$6.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.93KNew |
$443K - $517K
|
3.93K
$526K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.92KNew |
$442K - $516K
|
3.92K
$525K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
3.88K+ 22.16% |
$437K - $510K
|
21.4K
$2.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
3.85K+ 49.72% |
$434K - $507K
|
11.6K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.84KNew |
$432K - $505K
|
3.84K
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.79KNew |
$427K - $499K
|
3.79K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.71K+ 2.84% |
$418K - $488K
|
134K
$18M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
3.67K+ 133.27% |
$413K - $483K
|
6.42K
$860K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.65K+ 15.01% |
$411K - $480K
|
27.9K
$3.74M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.48KNew |
$392K - $458K
|
3.48K
$466K
|