Purchases and Sales Made in Q4 2022 in Spdr S&P Global Dividend ETF (WDIV)
This table provides information about the institutional ownership of Spdr S&P Global Dividend ETF (WDIV) during Q4 2022. The information is specifically focused on institutions that hold shares of SPDR S&P GLOBAL DIVIDEND ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
23.3K+ 6.03% |
$1.21M - $1.41M
|
410K
$26.8M
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
17.7KNew |
$919K - $1.07M
|
17.7K
$1.16M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 29.23% |
$806K - $936K
|
68.6K
$4.48M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
12.7K+ 254.56% |
$659K - $766K
|
17.7K
$1.15M
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
10.2KNew |
$528K - $613K
|
10.2K
$664K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.69KNew |
$451K - $524K
|
8.69K
$567K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.66KNew |
$398K - $462K
|
7.66K
$500K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.96K+ 8.65% |
$362K - $420K
|
87.5K
$5.71M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.79K+ 6.68% |
$352K - $409K
|
108K
$7.07M
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.5K+ 42.7% |
$337K - $392K
|
21.7K
$1.42M
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.56KNew |
$289K - $335K
|
5.56K
$363K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.46KNew |
$231K - $269K
|
4.46K
$291K
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.34KNew |
$225K - $261K
|
4.34K
$283K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.17KNew |
$216K - $251K
|
4.17K
$272K
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.99KNew |
$207K - $240K
|
3.99K
$260K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.76KNew |
$195K - $227K
|
3.76K
$246K
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.75KNew |
$195K - $226K
|
3.75K
$245K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.59KNew |
$186K - $217K
|
3.59K
$234K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.45KNew |
$179K - $208K
|
3.45K
$225K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
2.38K+ 103.89% |
$123K - $143K
|
4.67K
$305K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.56K+ 15.57% |
$81.2K - $94.3K
|
11.6K
$758K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.03K+ 20.87% |
$53.5K - $62.2K
|
5.97K
$390K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
758+ 7.86% |
$39.4K - $45.7K
|
10.4K
$680K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
724+ 17.24% |
$37.6K - $43.7K
|
4.92K
$321K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
500+ 242.72% |
$26K - $30.2K
|
706
$46.1K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
492+ 6.67% |
$25.5K - $29.7K
|
7.87K
$514K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
319+ 2.81% |
$16.6K - $19.2K
|
11.7K
$763K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
288+ 1.31% |
$15K - $17.4K
|
22.2K
$1.45M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
262+ 0.9% |
$13.6K - $15.8K
|
29.4K
$1.92M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
225New |
$11.7K - $13.6K
|
225
$14.7K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
179New |
$9.29K - $10.8K
|
179
$11.7K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
143New |
$7.42K - $8.63K
|
143
$9.34K
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
80+ 0.87% |
$4.15K - $4.83K
|
9.26K
$605K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
54+ 0.82% |
$2.8K - $3.26K
|
6.63K
$433K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
51New |
$2.65K - $3.08K
|
51
$3.33K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46+ 0.51% |
$2.39K - $2.77K
|
9.02K
$589K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40+ 148.15% |
$2.08K - $2.41K
|
67
$4.38K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
27New |
$1.4K - $1.63K
|
27
$1.76K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.98% |
$156 - $181
|
310
$20.2K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4Closed |
$208 - $241
|
0
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-26- 1.58% |
$1.35K - $1.57K
|
1.62K
$106K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78Closed |
$4.05K - $4.7K
|
0
$0
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-80- 6.24% |
$4.15K - $4.83K
|
1.2K
$78.6K
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-83- 2.0% |
$4.31K - $5.01K
|
4.07K
$266K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-155- 0.95% |
$8.05K - $9.35K
|
16.1K
$1.05M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-341- 4.81% |
$17.7K - $20.6K
|
6.75K
$441K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-933- 29.64% |
$48.4K - $56.3K
|
2.22K
$145K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-1.08K- 15.71% |
$56K - $65K
|
5.79K
$378K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.58K- 10.1% |
$82K - $95.3K
|
14.1K
$918K
|