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 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
116+ 0.72% |
$13.6K - $14.6K
|
16.2K
$2.17M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
114+ 0.63% |
$13.4K - $14.3K
|
18.2K
$2.45M
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
110+ 4.67% |
$12.9K - $13.8K
|
2.46K
$331K
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
110+ 55.0% |
$12.9K - $13.8K
|
310
$41.6K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
109+ 0.44% |
$12.8K - $13.7K
|
24.9K
$3.34M
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
106+ 0.61% |
$12.4K - $13.3K
|
17.4K
$2.34M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
103+ 0.61% |
$12.1K - $13K
|
17K
$2.28M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
100+ 3.38% |
$11.7K - $12.6K
|
3.06K
$410K
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
100+ 3.87% |
$11.7K - $12.6K
|
2.69K
$360K
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
100+ 200.0% |
$11.7K - $12.6K
|
150
$20.1K
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
100New |
$11.7K - $12.6K
|
100
$13.4K
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
93+ 0.46% |
$10.9K - $11.7K
|
20.4K
$2.74M
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
92+ 3.05% |
$10.8K - $11.6K
|
3.11K
$417K
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
BUY
|
- |
90+ 0.61% |
$10.5K - $11.3K
|
14.8K
$1.99M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
85+ 4.74% |
$9.96K - $10.7K
|
1.88K
$252K
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
82+ 1.0% |
$9.6K - $10.3K
|
8.27K
$1.11M
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
81+ 0.06% |
$9.49K - $10.2K
|
129K
$17.3M
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
78+ 1.37% |
$9.14K - $9.81K
|
5.79K
$777K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
77+ 0.11% |
$9.02K - $9.68K
|
70.6K
$9.47M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
76+ 2.89% |
$8.9K - $9.56K
|
2.71K
$363K
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
72+ 0.14% |
$8.43K - $9.05K
|
50.1K
$6.72M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
68+ 2.23% |
$7.96K - $8.55K
|
3.11K
$418K
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
66+ 0.16% |
$7.73K - $8.3K
|
42.2K
$5.66M
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
63+ 0.7% |
$7.38K - $7.92K
|
9.06K
$1.22M
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
61+ 3.08% |
$7.14K - $7.67K
|
2.04K
$274K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
60+ 2.98% |
$7.03K - $7.55K
|
2.07K
$278K
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
58+ 0.89% |
$6.79K - $7.29K
|
6.59K
$884K
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
50+ 2.85% |
$5.86K - $6.29K
|
1.81K
$243K
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
50+ 0.39% |
$5.86K - $6.29K
|
13K
$1.75M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
48+ 0.67% |
$5.62K - $6.04K
|
7.25K
$972K
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
46+ 1.84% |
$5.39K - $5.78K
|
2.55K
$342K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
46+ 1.84% |
$5.39K - $5.78K
|
2.55K
$342K
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
42+ 0.85% |
$4.92K - $5.28K
|
4.99K
$669K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
41+ 0.23% |
$4.8K - $5.16K
|
17.6K
$2.36M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
40+ 0.69% |
$4.68K - $5.03K
|
5.86K
$787K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
37+ 3.45% |
$4.33K - $4.65K
|
1.11K
$149K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
37+ 0.44% |
$4.33K - $4.65K
|
8.44K
$1.13M
|
|
Jul 29, 2022
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
37+ 0.05% |
$4.33K - $4.65K
|
67.4K
$9.04M
|
|
Nov 01, 2021
Q3 2021
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
37+ 0.58% |
$4.33K - $4.65K
|
6.38K
$856K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.48% |
$4.1K - $4.4K
|
7.32K
$983K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
35+ 0.28% |
$4.1K - $4.4K
|
12.5K
$1.67M
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
31+ 0.67% |
$3.63K - $3.9K
|
4.65K
$624K
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
31+ 2.65% |
$3.63K - $3.9K
|
1.2K
$161K
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.73% |
$3.28K - $3.52K
|
3.84K
$515K
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
27+ 1.21% |
$3.16K - $3.4K
|
2.26K
$304K
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
27+ 1.29% |
$3.16K - $3.4K
|
2.12K
$285K
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
26+ 0.3% |
$3.05K - $3.27K
|
8.66K
$1.16M
|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
22+ 0.7% |
$2.58K - $2.77K
|
3.16K
$424K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20+ 0.35% |
$2.34K - $2.52K
|
5.68K
$762K
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
19+ 0.14% |
$2.23K - $2.39K
|
13.7K
$1.84M
|