Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.19MNew |
$607M - $652M
|
5.19M
$717M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.06M+ 6456.84% |
$124M - $133M
|
1.08M
$149M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
404K+ 21.35% |
$47.3M - $50.8M
|
2.3M
$317M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
392KNew |
$46M - $49.4M
|
392K
$54.2M
|
|
Feb 11, 2022
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
219KNew |
$25.7M - $27.6M
|
219K
$30.3M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
210KNew |
$24.6M - $26.4M
|
210K
$29M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
186K+ 1034.27% |
$21.8M - $23.4M
|
204K
$28.2M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
184K+ 139.9% |
$21.5M - $23.1M
|
315K
$43.5M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
144K+ 18.42% |
$16.9M - $18.2M
|
929K
$128M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
139K+ 67.18% |
$16.2M - $17.4M
|
345K
$47.7M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
105K+ 7.5% |
$12.3M - $13.2M
|
1.5M
$207M
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
78.6K+ 165.67% |
$9.2M - $9.88M
|
126K
$17.4M
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
66.4K+ 3.5% |
$7.77M - $8.34M
|
1.96M
$271M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
65.6KNew |
$7.68M - $8.25M
|
65.6K
$9.07M
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
50.3K+ 74.28% |
$5.89M - $6.32M
|
118K
$16.3M
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
44.7KNew |
$5.23M - $5.62M
|
44.7K
$6.18M
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
40.3K+ 4.95% |
$4.72M - $5.07M
|
855K
$118M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
38.5K+ 1685.95% |
$4.51M - $4.84M
|
40.8K
$5.64M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33.1K+ 13.82% |
$3.87M - $4.16M
|
272K
$37.6M
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
28.9KNew |
$3.38M - $3.63M
|
28.9K
$3.99M
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
27.7KNew |
$3.25M - $3.49M
|
27.7K
$3.83M
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
BUY
|
- |
27K+ 452.78% |
$3.16M - $3.4M
|
33K
$4.56M
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26.8K+ 737.34% |
$3.13M - $3.37M
|
30.4K
$4.2M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
25.6KNew |
$3M - $3.22M
|
25.6K
$3.54M
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
25.3KNew |
$2.97M - $3.19M
|
25.3K
$3.5M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.8K+ 40.06% |
$2.79M - $3M
|
83.3K
$11.5M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 4.65% |
$2.76M - $2.96M
|
530K
$73.2M
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
22.2KNew |
$2.6M - $2.8M
|
22.2K
$3.07M
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
20.9K+ 21.52% |
$2.45M - $2.63M
|
118K
$16.3M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.4K+ 66.21% |
$2.27M - $2.44M
|
48.7K
$6.73M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.2K+ 1.95% |
$2.14M - $2.29M
|
953K
$132M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.8K+ 1.59% |
$2.09M - $2.24M
|
1.14M
$158M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.6K+ 2.28% |
$2.07M - $2.22M
|
792K
$109M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
16.6K+ 1.58% |
$1.95M - $2.09M
|
1.07M
$148M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.5K+ 5.58% |
$1.81M - $1.95M
|
293K
$40.4M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
15.3K+ 2.23% |
$1.79M - $1.93M
|
701K
$96.8M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2K+ 117.49% |
$1.78M - $1.91M
|
28.1K
$3.89M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
15.1K+ 58.45% |
$1.77M - $1.9M
|
41K
$5.66M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.4K+ 3.04% |
$1.68M - $1.81M
|
487K
$67.3M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.9KNew |
$1.62M - $1.74M
|
13.9K
$1.91M
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
13.8K+ 7.07% |
$1.62M - $1.73M
|
209K
$28.9M
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
13.5K+ 750.83% |
$1.58M - $1.7M
|
15.3K
$2.12M
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
13.5K+ 31.2% |
$1.58M - $1.7M
|
56.7K
$7.84M
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
13.4K+ 7.62% |
$1.57M - $1.68M
|
189K
$26.1M
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
12.2K+ 3.53% |
$1.42M - $1.53M
|
356K
$49.3M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
11.8K+ 9.25% |
$1.38M - $1.49M
|
140K
$19.3M
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.2K+ 128.07% |
$1.31M - $1.41M
|
20K
$2.76M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10.7K+ 55.1% |
$1.25M - $1.35M
|
30.1K
$4.16M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.6K+ 79.67% |
$1.24M - $1.33M
|
23.9K
$3.31M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
10.4KNew |
$1.21M - $1.3M
|
10.4K
$1.43M
|