Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
3.23K+ 34.11% |
$384K - $412K
|
12.7K
$1.76M
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.22K+ 3.79% |
$382K - $411K
|
88.1K
$12.2M
|
|
|
Aug 10, 2021
Q2 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.17KNew |
$376K - $404K
|
3.17K
$438K
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.11K+ 9.35% |
$370K - $397K
|
36.4K
$5.03M
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
3K+ 29.97% |
$356K - $382K
|
13K
$1.8M
|
|
|
Aug 10, 2021
Q2 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.9KNew |
$344K - $369K
|
2.9K
$400K
|
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.86KNew |
$340K - $365K
|
2.86K
$395K
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.86K+ 10.16% |
$339K - $364K
|
31K
$4.28M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.83K+ 4.53% |
$336K - $361K
|
65.3K
$9.02M
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
2.81K+ 1.02% |
$334K - $359K
|
279K
$38.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.58K+ 2.64% |
$306K - $329K
|
100K
$13.9M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.49K+ 1.38% |
$296K - $318K
|
184K
$25.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.49KNew |
$296K - $318K
|
2.49K
$344K
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.38KNew |
$282K - $303K
|
2.38K
$328K
|
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.34KNew |
$277K - $298K
|
2.34K
$323K
|
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
2.32K+ 1.02% |
$275K - $296K
|
229K
$31.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
2.27KNew |
$269K - $289K
|
2.27K
$314K
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.24K+ 2.44% |
$266K - $286K
|
94.3K
$13M
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.18K+ 0.74% |
$259K - $278K
|
296K
$40.8M
|
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.12K+ 4.48% |
$252K - $270K
|
49.5K
$6.83M
|
|
|
Aug 12, 2021
Q2 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
2.12K+ 5.41% |
$252K - $270K
|
41.3K
$5.71M
|
|
|
Jul 29, 2021
Q2 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.11K+ 17.94% |
$251K - $269K
|
13.9K
$1.92M
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.11K+ 5.17% |
$250K - $269K
|
42.9K
$5.93M
|
|
|
Jul 20, 2021
Q2 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.08K+ 2.87% |
$247K - $265K
|
74.5K
$10.3M
|
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.07K+ 14.05% |
$246K - $264K
|
16.8K
$2.32M
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
2.02K+ 431.56% |
$240K - $258K
|
2.49K
$344K
|
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.02K+ 97.16% |
$240K - $257K
|
4.1K
$566K
|
|
|
Jul 29, 2021
Q2 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2.02K+ 11.36% |
$240K - $257K
|
19.8K
$2.73M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.01KNew |
$239K - $256K
|
2.01K
$278K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.98K+ 6.61% |
$236K - $253K
|
32K
$4.42M
|
|
|
Aug 09, 2021
Q2 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.98KNew |
$235K - $253K
|
1.98K
$274K
|
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
1.97KNew |
$234K - $251K
|
1.97K
$272K
|
|
|
Aug 12, 2021
Q2 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.9KNew |
$226K - $242K
|
1.9K
$263K
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.88K+ 55.07% |
$224K - $240K
|
5.31K
$733K
|
|
|
Aug 06, 2021
Q2 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.88KNew |
$224K - $240K
|
1.88K
$260K
|
|
|
Jul 22, 2021
Q2 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.87K+ 9.02% |
$223K - $239K
|
22.6K
$3.13M
|
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.86K+ 14.91% |
$221K - $237K
|
14.3K
$1.98M
|
|
|
Aug 06, 2021
Q2 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
1.82K+ 32.77% |
$216K - $231K
|
7.35K
$1.02M
|
|
|
Aug 10, 2021
Q2 2021
|
Af Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$214K - $229K
|
1.8K
$249K
|
|
|
Jul 30, 2021
Q2 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.79K+ 44.22% |
$213K - $229K
|
5.85K
$808K
|
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.76KNew |
$209K - $224K
|
1.76K
$243K
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 31.88% |
$207K - $222K
|
7.2K
$995K
|
|
|
Aug 09, 2021
Q2 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.71KNew |
$203K - $218K
|
1.71K
$237K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
1.71K+ 10.97% |
$203K - $218K
|
17.3K
$2.39M
|
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.69KNew |
$201K - $215K
|
1.69K
$234K
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.69K+ 149.47% |
$200K - $215K
|
2.81K
$389K
|
|
|
Aug 10, 2021
Q2 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.69KNew |
$200K - $215K
|
1.69K
$233K
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Wealth Management Group
|
BUY
|
- |
1.68KNew |
$200K - $215K
|
1.68K
$233K
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
1.66KNew |
$197K - $212K
|
1.66K
$230K
|
|
|
Aug 13, 2021
Q2 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.66KNew |
$197K - $212K
|
1.66K
$229K
|