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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.75K- 40.65% |
$309K - $361K
|
4.01K
$516K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.75K- 40.65% |
$309K - $361K
|
4.01K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.75K- 16.15% |
$310K - $362K
|
14.3K
$1.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.84K- 11.3% |
$320K - $374K
|
22.3K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.96K- 4.05% |
$333K - $389K
|
70K
$9.01M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-3K- 59.0% |
$338K - $395K
|
2.09K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.46K- 53.77% |
$389K - $455K
|
2.97K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.58K- 5.16% |
$403K - $470K
|
65.7K
$8.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-3.69K- 3.61% |
$415K - $485K
|
98.5K
$12.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.74K- 32.99% |
$422K - $492K
|
7.6K
$979K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.78K- 3.85% |
$425K - $497K
|
94.3K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.87K- 3.91% |
$436K - $509K
|
95K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.95K- 5.19% |
$445K - $519K
|
72K
$9.27M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.95K- 40.68% |
$445K - $520K
|
5.76K
$742K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3.96K- 8.67% |
$446K - $520K
|
41.7K
$5.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4K- 21.86% |
$451K - $526K
|
14.3K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.17K- 19.25% |
$470K - $549K
|
17.5K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.19K- 4.17% |
$472K - $551K
|
96.3K
$12.4M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-4.28K- 39.51% |
$482K - $564K
|
6.56K
$844K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.59K- 17.22% |
$517K - $604K
|
22.1K
$2.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.81K- 1.33% |
$542K - $633K
|
358K
$46.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-4.87K- 3.61% |
$548K - $640K
|
130K
$16.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5K- 13.15% |
$563K - $657K
|
33K
$4.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.25K- 4.89% |
$592K - $691K
|
102K
$13.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.48K- 2.82% |
$618K - $721K
|
189K
$24.3M
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-5.53K- 2.39% |
$623K - $728K
|
226K
$29.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.64K- 5.7% |
$636K - $743K
|
93.3K
$12M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-5.75K- 2.57% |
$648K - $757K
|
218K
$28M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.24K- 4.69% |
$702K - $820K
|
127K
$16.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.35K- 1.37% |
$715K - $835K
|
456K
$58.7M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.84K- 39.54% |
$883K - $1.03M
|
12K
$1.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-10.2K- 37.7% |
$1.15M - $1.34M
|
16.9K
$2.17M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.8K- 31.6% |
$1.22M - $1.42M
|
23.4K
$3.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.4K- 25.0% |
$1.28M - $1.49M
|
34.1K
$4.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.9K- 5.71% |
$1.57M - $1.83M
|
230K
$29.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-14.6K- 1.9% |
$1.65M - $1.92M
|
754K
$97M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15.5K- 6.34% |
$1.75M - $2.05M
|
230K
$29.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.9K- 69.34% |
$1.79M - $2.09M
|
7.03K
$905K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16K- 3.34% |
$1.81M - $2.11M
|
464K
$59.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-17K- 14.81% |
$1.92M - $2.24M
|
98.1K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.4K- 42.88% |
$1.96M - $2.28M
|
23.1K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-22.1K- 45.19% |
$2.49M - $2.91M
|
26.8K
$3.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.5K- 11.6% |
$2.54M - $2.96M
|
172K
$22.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-25.2K- 27.29% |
$2.84M - $3.31M
|
67.1K
$8.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-26.6K- 27.41% |
$2.99M - $3.5M
|
70.4K
$9.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-40.2K- 32.9% |
$4.53M - $5.29M
|
82.1K
$10.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-46.2K- 6.38% |
$5.21M - $6.08M
|
679K
$87.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-46.6K- 45.7% |
$5.25M - $6.13M
|
55.4K
$7.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-67.8K- 98.57% |
$7.63M - $8.92M
|
984
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-74.4K- 83.64% |
$8.38M - $9.78M
|
14.5K
$1.87M
|