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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.24K+ 19.25% |
$379K - $407K
|
20.1K
$2.68M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.23KNew |
$379K - $407K
|
3.23K
$433K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.08K+ 49.03% |
$361K - $387K
|
9.36K
$1.25M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.98K+ 18.68% |
$349K - $375K
|
18.9K
$2.53M
|
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.98K+ 11.52% |
$349K - $375K
|
28.8K
$3.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.86KNew |
$334K - $359K
|
2.86K
$382K
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.72K+ 23.56% |
$318K - $342K
|
14.2K
$1.91M
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.71KNew |
$317K - $340K
|
2.71K
$362K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.7K+ 7.53% |
$316K - $339K
|
38.5K
$5.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.55K+ 2550.0% |
$299K - $321K
|
2.65K
$355K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.4KNew |
$282K - $302K
|
2.4K
$322K
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.39KNew |
$279K - $300K
|
2.39K
$319K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.38K+ 239.4% |
$279K - $300K
|
3.38K
$452K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.36KNew |
$277K - $297K
|
2.36K
$316K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.36K+ 6.47% |
$276K - $296K
|
38.8K
$5.19M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.35K+ 20.35% |
$275K - $296K
|
13.9K
$1.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.34K+ 16.52% |
$274K - $295K
|
16.5K
$2.21M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.3KNew |
$269K - $289K
|
2.3K
$307K
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.19KNew |
$256K - $275K
|
2.19K
$293K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
2.18K+ 97.28% |
$255K - $274K
|
4.42K
$591K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.09K+ 2.83% |
$244K - $262K
|
76K
$10.2M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.99K+ 4.65% |
$234K - $251K
|
44.9K
$6.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.96K+ 47.09% |
$230K - $247K
|
6.13K
$820K
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.95KNew |
$229K - $245K
|
1.95K
$261K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.94K+ 0.87% |
$228K - $244K
|
226K
$30.3M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.93KNew |
$226K - $243K
|
1.93K
$258K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.91KNew |
$223K - $240K
|
1.91K
$255K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$223K - $239K
|
1.9K
$254K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.89K+ 3.29% |
$221K - $237K
|
59.2K
$7.93M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.88K+ 0.49% |
$220K - $236K
|
384K
$51.4M
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.82KNew |
$213K - $229K
|
1.82K
$244K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.77KNew |
$207K - $223K
|
1.77K
$237K
|
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.76K+ 1.76% |
$206K - $221K
|
102K
$13.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.75KNew |
$204K - $219K
|
1.75K
$233K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
1.74KNew |
$203K - $218K
|
1.74K
$232K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.73K+ 15.75% |
$202K - $217K
|
12.7K
$1.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.72K+ 14.88% |
$201K - $216K
|
13.2K
$1.77M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
1.71KNew |
$200K - $215K
|
1.71K
$228K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.7K+ 3.78% |
$199K - $214K
|
46.6K
$6.24M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.7K+ 43.8% |
$199K - $213K
|
5.57K
$745K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.61K+ 12.69% |
$189K - $203K
|
14.3K
$1.92M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.59K+ 3.47% |
$186K - $200K
|
47.4K
$6.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
1.57K+ 3.33% |
$184K - $198K
|
48.8K
$6.53M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.53K+ 5.22% |
$179K - $192K
|
30.7K
$4.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.43K+ 36.82% |
$168K - $180K
|
5.33K
$712K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.42K+ 2.21% |
$167K - $179K
|
65.9K
$8.81M
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.41K+ 6.21% |
$165K - $177K
|
24.1K
$3.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.37KNew |
$160K - $172K
|
1.37K
$183K
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.31K+ 9.12% |
$153K - $164K
|
15.6K
$2.09M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
1.23KNew |
$144K - $155K
|
1.23K
$165K
|