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 |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5- 0.96% |
$563 - $658
|
518
$66.7K
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-6- 0.03% |
$676 - $789
|
21.8K
$2.8M
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-8- 0.03% |
$901 - $1.05K
|
23.4K
$3.01M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8- 0.01% |
$901 - $1.05K
|
66.9K
$8.61M
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-10- 0.29% |
$1.13K - $1.32K
|
3.38K
$435K
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-11- 0.1% |
$1.24K - $1.45K
|
11.4K
$1.47M
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-13- 0.59% |
$1.46K - $1.71K
|
2.2K
$284K
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-14- 25.93% |
$1.58K - $1.84K
|
40
$5.15K
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
SELL
|
- |
-15- 0.12% |
$1.69K - $1.97K
|
12.6K
$1.63M
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-15- 0.65% |
$1.69K - $1.97K
|
2.29K
$294K
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-15- 0.22% |
$1.69K - $1.97K
|
6.9K
$889K
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.67% |
$1.92K - $2.24K
|
2.52K
$324K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-17- 0.44% |
$1.92K - $2.24K
|
3.85K
$495K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-19- 0.39% |
$2.14K - $2.5K
|
4.83K
$621K
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-22- 0.1% |
$2.48K - $2.89K
|
22.3K
$2.87M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-23- 0.53% |
$2.59K - $3.03K
|
4.35K
$560K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-24- 0.32% |
$2.7K - $3.16K
|
7.5K
$966K
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-24- 0.34% |
$2.7K - $3.16K
|
6.98K
$899K
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-24- 0.82% |
$2.7K - $3.16K
|
2.9K
$373K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-25- 0.1% |
$2.82K - $3.29K
|
25.4K
$3.27M
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-30- 39.47% |
$3.38K - $3.95K
|
46
$5.92K
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-32- 0.48% |
$3.6K - $4.21K
|
6.7K
$862K
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-33- 1.47% |
$3.72K - $4.34K
|
2.21K
$284K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-40- 0.69% |
$4.51K - $5.26K
|
5.73K
$738K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-43- 1.23% |
$4.84K - $5.66K
|
3.46K
$445K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-43- 1.23% |
$4.84K - $5.66K
|
3.46K
$445K
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-48- 0.32% |
$5.41K - $6.32K
|
14.8K
$1.91M
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-49- 0.24% |
$5.52K - $6.45K
|
20.5K
$2.64M
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-49- 0.77% |
$5.52K - $6.45K
|
6.28K
$808K
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-50- 0.2% |
$5.63K - $6.58K
|
25.3K
$3.25M
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 1.88% |
$5.63K - $6.58K
|
2.61K
$336K
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 0.28% |
$5.63K - $6.58K
|
17.7K
$2.28M
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-50- 0.68% |
$5.63K - $6.58K
|
7.33K
$943K
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-55- 3.06% |
$6.2K - $7.24K
|
1.74K
$224K
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-55- 26.57% |
$6.2K - $7.24K
|
152
$19.6K
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-56- 0.79% |
$6.31K - $7.37K
|
7.06K
$909K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-58- 1.06% |
$6.53K - $7.63K
|
5.44K
$700K
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-59- 2.24% |
$6.65K - $7.76K
|
2.58K
$332K
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-60- 1.54% |
$6.76K - $7.89K
|
3.84K
$494K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-61- 1.21% |
$6.87K - $8.03K
|
4.98K
$641K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-62- 9.37% |
$6.98K - $8.16K
|
600
$77.2K
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-63- 1.12% |
$7.1K - $8.29K
|
5.56K
$716K
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-65- 3.49% |
$7.32K - $8.55K
|
1.8K
$232K
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-68- 0.97% |
$7.66K - $8.95K
|
6.94K
$893K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-69- 3.0% |
$7.77K - $9.08K
|
2.23K
$287K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-70- 2.73% |
$7.89K - $9.21K
|
2.5K
$321K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-70- 16.09% |
$7.89K - $9.21K
|
365
$47K
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-78- 3.79% |
$8.79K - $10.3K
|
1.98K
$255K
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-80- 0.23% |
$9.01K - $10.5K
|
35.1K
$4.52M
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-83- 5.53% |
$9.35K - $10.9K
|
1.42K
$182K
|