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 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
10.3K+ 102.11% |
$1.21M - $1.3M
|
20.4K
$2.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
9.29KNew |
$1.09M - $1.17M
|
9.29K
$1.25M
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
9.15K+ 15.72% |
$1.07M - $1.15M
|
67.3K
$9.04M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8.97K+ 3.76% |
$1.05M - $1.13M
|
248K
$33.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.85K+ 7.56% |
$1.04M - $1.11M
|
126K
$16.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8.66K+ 2665.23% |
$1.01M - $1.09M
|
8.99K
$1.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Pecaut & Co.
|
BUY
|
- |
8.53K+ 244.5% |
$999K - $1.07M
|
12K
$1.61M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
8.36KNew |
$979K - $1.05M
|
8.36K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.96K+ 10.77% |
$932K - $1M
|
81.8K
$11M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.62K+ 3.57% |
$892K - $958K
|
221K
$29.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.48K+ 8.85% |
$876K - $940K
|
91.9K
$12.3M
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.41K+ 7.34% |
$868K - $932K
|
108K
$14.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.74K+ 5.66% |
$789K - $847K
|
126K
$16.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
6.57K+ 17.74% |
$769K - $826K
|
43.6K
$5.85M
|
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
6.52K+ 20.82% |
$764K - $820K
|
37.8K
$5.08M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.41K+ 95.94% |
$751K - $806K
|
13.1K
$1.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.3K+ 340.57% |
$738K - $793K
|
8.16K
$1.09M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.1K+ 8.56% |
$714K - $767K
|
77.4K
$10.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
6.08K+ 0.78% |
$713K - $765K
|
789K
$106M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.7K+ 6.47% |
$668K - $717K
|
93.8K
$12.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.59K+ 24.99% |
$654K - $703K
|
27.9K
$3.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.51KNew |
$645K - $693K
|
5.51K
$740K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.23KNew |
$613K - $658K
|
5.23K
$702K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.21K+ 7.15% |
$611K - $656K
|
78.1K
$10.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.19K+ 184.0% |
$608K - $652K
|
8.01K
$1.07M
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.16KNew |
$604K - $649K
|
5.16K
$692K
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.08K+ 4.24% |
$595K - $639K
|
125K
$16.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
5.01K+ 2.14% |
$587K - $630K
|
239K
$32.1M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5K+ 9.68% |
$586K - $629K
|
56.7K
$7.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
4.91K+ 13.37% |
$575K - $617K
|
41.6K
$5.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.82KNew |
$564K - $606K
|
4.82K
$646K
|
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.7K+ 33.84% |
$551K - $591K
|
18.6K
$2.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
4.68K+ 5.01% |
$548K - $588K
|
98K
$13.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.63KNew |
$542K - $582K
|
4.63K
$621K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
4.59K+ 33.63% |
$538K - $577K
|
18.2K
$2.45M
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.58KNew |
$537K - $576K
|
4.58K
$615K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.54K+ 3.65% |
$531K - $571K
|
129K
$17.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.33KNew |
$507K - $544K
|
4.33K
$581K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.28K+ 5.71% |
$502K - $539K
|
79.2K
$10.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
4.16K+ 1.49% |
$487K - $523K
|
283K
$37.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.12K+ 70.79% |
$482K - $518K
|
9.94K
$1.33M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.11K+ 9.91% |
$481K - $517K
|
45.6K
$6.12M
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.02KNew |
$471K - $505K
|
4.02K
$539K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.98K+ 2.51% |
$466K - $501K
|
163K
$21.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.96K+ 4.05% |
$464K - $498K
|
102K
$13.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
3.8K+ 4.3% |
$445K - $478K
|
92.1K
$12.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.64KNew |
$426K - $457K
|
3.64K
$488K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.48K+ 12.81% |
$407K - $437K
|
30.6K
$4.11M
|
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.36K+ 9.98% |
$394K - $423K
|
37K
$4.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.34KNew |
$391K - $420K
|
3.34K
$448K
|