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 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
18+ 0.73% |
$2.11K - $2.26K
|
2.49K
$334K
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
18+ 0.74% |
$2.11K - $2.26K
|
2.47K
$331K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
17+ 0.76% |
$1.99K - $2.14K
|
2.27K
$304K
|
|
|
Nov 09, 2021
Q3 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
17+ 0.28% |
$1.99K - $2.14K
|
6.19K
$831K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
16+ 0.22% |
$1.87K - $2.01K
|
7.22K
$968K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
16+ 0.09% |
$1.87K - $2.01K
|
18K
$2.42M
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.69% |
$1.76K - $1.89K
|
2.19K
$293K
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
14+ 0.46% |
$1.64K - $1.76K
|
3.03K
$406K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
13+ 0.56% |
$1.52K - $1.63K
|
2.32K
$312K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.03% |
$1.41K - $1.51K
|
42.1K
$5.65M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
11+ 0.06% |
$1.29K - $1.38K
|
19.1K
$2.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10+ 0.3% |
$1.17K - $1.26K
|
3.3K
$442K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 0.33% |
$1.17K - $1.26K
|
3K
$402K
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.1% |
$1.17K - $1.26K
|
10.2K
$1.36M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.13% |
$1.05K - $1.13K
|
7.1K
$952K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.57% |
$1.05K - $1.13K
|
1.59K
$213K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
9+ 0.24% |
$1.05K - $1.13K
|
3.84K
$515K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.63% |
$937 - $1.01K
|
1.27K
$170K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$937 - $1.01K
|
4.21K
$564K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
8+ 0.11% |
$937 - $1.01K
|
7.07K
$948K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.21% |
$820 - $880
|
3.27K
$439K
|
|
|
Oct 13, 2021
Q3 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
7+ 0.39% |
$820 - $880
|
1.82K
$244K
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
7+ 0.31% |
$820 - $880
|
2.26K
$304K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6New |
$703 - $755
|
6
$805
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 0.63% |
$703 - $755
|
953
$128K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6+ 0.62% |
$703 - $755
|
979
$131K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
5+ 0.06% |
$586 - $629
|
8.39K
$1.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.19% |
$586 - $629
|
2.68K
$360K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
4+ 0.03% |
$468 - $503
|
11.8K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.09% |
$468 - $503
|
4.68K
$627K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4+ 0.18% |
$468 - $503
|
2.19K
$293K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.22% |
$468 - $503
|
1.83K
$245K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4New |
$468 - $503
|
4
$537
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.16% |
$351 - $377
|
1.83K
$245K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
2+ 0.1% |
$234 - $252
|
1.99K
$266K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$234 - $252
|
3.95K
$531K
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.09% |
$234 - $252
|
2.32K
$311K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.08% |
$234 - $252
|
2.46K
$329K
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2+ 0.01% |
$234 - $252
|
14.6K
$1.95M
|
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$234 - $252
|
5.6K
$751K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.12% |
$234 - $252
|
1.61K
$216K
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.09% |
$234 - $252
|
2.25K
$302K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$117 - $126
|
2.03K
$272K
|
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.92% |
$117 - $126
|
110
$14.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.04% |
$117 - $126
|
2.4K
$322K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.02% |
$117 - $126
|
5.54K
$744K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.03% |
$117 - $126
|
3.77K
$505K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.05% |
$117 - $126
|
2.22K
$298K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 0.63% |
$117 - $126
|
161
$21.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.06% |
$117 - $126
|
1.71K
$230K
|