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
|
Private Ocean, LLC
|
BUY
|
- |
1.17KNew |
$137K - $147K
|
1.17K
$157K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
1.12K+ 25.36% |
$131K - $141K
|
5.53K
$742K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1.11K+ 1.24% |
$130K - $140K
|
91.3K
$12.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.1K+ 0.86% |
$129K - $139K
|
129K
$17.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.08K+ 103.26% |
$126K - $135K
|
2.12K
$285K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06K+ 8.14% |
$124K - $134K
|
14.1K
$1.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.05K+ 199.05% |
$123K - $132K
|
1.58K
$212K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.02K+ 5.31% |
$119K - $128K
|
20.1K
$2.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.01K+ 2.21% |
$118K - $127K
|
46.8K
$6.29M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
950New |
$111K - $119K
|
950
$127K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
943+ 21.1% |
$110K - $119K
|
5.41K
$726K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
937+ 10.28% |
$110K - $118K
|
10K
$1.35M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
915+ 43.26% |
$107K - $115K
|
3.03K
$407K
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
835+ 1.06% |
$97.8K - $105K
|
79.6K
$10.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
800New |
$93.7K - $101K
|
800
$107K
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
750+ 45.18% |
$87.8K - $94.3K
|
2.41K
$323K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
719+ 1.52% |
$84.2K - $90.4K
|
48K
$6.44M
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
663+ 9.02% |
$77.7K - $83.4K
|
8.02K
$1.08M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
655+ 3.85% |
$76.7K - $82.4K
|
17.7K
$2.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
651+ 10.98% |
$76.2K - $81.9K
|
6.58K
$883K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
641+ 1.34% |
$75.1K - $80.6K
|
48.6K
$6.52M
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
606+ 0.43% |
$71K - $76.2K
|
142K
$19M
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
600+ 15.8% |
$70.3K - $75.5K
|
4.4K
$590K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
598+ 0.61% |
$70K - $75.2K
|
98.6K
$13.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
596+ 4.58% |
$69.8K - $75K
|
13.6K
$1.83M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
586+ 14.5% |
$68.6K - $73.7K
|
4.63K
$621K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
578+ 7.97% |
$67.7K - $72.7K
|
7.83K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
560+ 0.55% |
$65.6K - $70.4K
|
102K
$13.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
557+ 8.95% |
$65.2K - $70K
|
6.78K
$910K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
549+ 0.59% |
$64.3K - $69K
|
93.5K
$12.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
526+ 3.16% |
$61.6K - $66.1K
|
17.2K
$2.31M
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
518+ 1.31% |
$60.7K - $65.1K
|
40K
$5.37M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
515New |
$60.3K - $64.8K
|
515
$69.1K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
507+ 5.79% |
$59.4K - $63.8K
|
9.27K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
503+ 7.18% |
$58.9K - $63.3K
|
7.51K
$1.01M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500+ 23.7% |
$58.6K - $62.9K
|
2.61K
$350K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
500+ 3.71% |
$58.6K - $62.9K
|
14K
$1.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
498+ 10.48% |
$58.3K - $62.6K
|
5.25K
$705K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
480+ 12.2% |
$56.2K - $60.4K
|
4.41K
$592K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
444+ 33.04% |
$52K - $55.8K
|
1.79K
$240K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
413+ 18.69% |
$48.4K - $51.9K
|
2.62K
$352K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
410+ 2.41% |
$48K - $51.6K
|
17.4K
$2.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
407+ 1.37% |
$47.7K - $51.2K
|
30.1K
$4.04M
|
|
|
Nov 04, 2021
Q3 2021
|
Sawgrass Asset Management LLC
|
BUY
|
- |
400+ 8.73% |
$46.8K - $50.3K
|
4.98K
$668K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
384+ 0.47% |
$45K - $48.3K
|
82.9K
$11.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
376+ 22.08% |
$44K - $47.3K
|
2.08K
$279K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
376+ 3.94% |
$44K - $47.3K
|
9.91K
$1.33M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
367+ 80.84% |
$43K - $46.2K
|
821
$110K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
360+ 8.79% |
$42.2K - $45.3K
|
4.46K
$598K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
352New |
$41.2K - $44.3K
|
352
$47.2K
|