Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
525KNew |
$62.4M - $67.8M
|
525K
$74.3M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
374K+ 40.25% |
$44.4M - $48.3M
|
1.3M
$184M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
251K+ 572.56% |
$29.9M - $32.5M
|
295K
$41.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
174K+ 63.89% |
$20.7M - $22.5M
|
446K
$63.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
138K+ 2.36% |
$16.4M - $17.8M
|
5.99M
$848M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
116K+ 4.78% |
$13.8M - $15M
|
2.54M
$360M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
103K+ 4.47% |
$12.2M - $13.2M
|
2.4M
$339M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
98.4KNew |
$11.7M - $12.7M
|
98.4K
$13.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
88.3KNew |
$10.5M - $11.4M
|
88.3K
$12.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.6K+ 5.77% |
$10.3M - $11.2M
|
1.59M
$225M
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
85.6K+ 84.19% |
$10.2M - $11.1M
|
187K
$26.5M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
76.1KNew |
$9.04M - $9.83M
|
76.1K
$10.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
68.1KNew |
$8.09M - $8.8M
|
68.1K
$9.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
63.4KNew |
$7.53M - $8.18M
|
63.4K
$8.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
63.2K+ 150.23% |
$7.51M - $8.16M
|
105K
$14.9M
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
61.9KNew |
$7.35M - $7.99M
|
61.9K
$8.76M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.4K+ 237.01% |
$6.94M - $7.54M
|
83K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57K+ 2.88% |
$6.77M - $7.36M
|
2.04M
$289M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
54.7KNew |
$6.5M - $7.07M
|
54.7K
$7.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
54.5K+ 1259.92% |
$6.48M - $7.04M
|
58.8K
$8.33M
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
54.5KNew |
$6.47M - $7.03M
|
54.5K
$7.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.2K+ 4.75% |
$6.44M - $7M
|
1.19M
$169M
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
47.6K+ 99.13% |
$5.66M - $6.15M
|
95.6K
$13.5M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
46.2KNew |
$5.48M - $5.96M
|
46.2K
$6.53M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
45.8K+ 3657.15% |
$5.44M - $5.91M
|
47K
$6.65M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
45KNew |
$5.35M - $5.81M
|
45K
$6.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.4K+ 10.81% |
$5.04M - $5.48M
|
435K
$61.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.8K+ 7.96% |
$4.61M - $5.01M
|
526K
$74.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
35.7K+ 12.64% |
$4.24M - $4.61M
|
318K
$45.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
34.2K+ 3.2% |
$4.07M - $4.42M
|
1.1M
$156M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34K+ 6.41% |
$4.03M - $4.38M
|
564K
$79.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.5K+ 15.51% |
$3.86M - $4.2M
|
242K
$34.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
31.5KNew |
$3.74M - $4.06M
|
31.5K
$4.46M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
30.8K+ 24.48% |
$3.66M - $3.98M
|
157K
$22.2M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
29.4KNew |
$3.49M - $3.79M
|
29.4K
$4.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
29.2K+ 930.72% |
$3.47M - $3.77M
|
32.3K
$4.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.7K+ 22.81% |
$3.41M - $3.71M
|
155K
$21.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.4K+ 58.3% |
$3.38M - $3.67M
|
77.1K
$10.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
27.9K+ 1.42% |
$3.31M - $3.6M
|
1.99M
$281M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
27.9KNew |
$3.31M - $3.6M
|
27.9K
$3.94M
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
27.8K+ 690.74% |
$3.3M - $3.58M
|
31.8K
$4.5M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
27.7KNew |
$3.29M - $3.57M
|
27.7K
$3.91M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27.2KNew |
$3.23M - $3.52M
|
27.2K
$3.85M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
27.1K+ 25846.67% |
$3.22M - $3.5M
|
27.2K
$3.86M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
24.6KNew |
$2.93M - $3.18M
|
24.6K
$3.49M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.5K+ 3089.04% |
$2.91M - $3.17M
|
25.3K
$3.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24.5K+ 243.45% |
$2.91M - $3.16M
|
34.5K
$4.89M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
24.4KNew |
$2.9M - $3.15M
|
24.4K
$3.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
21.2K+ 379.59% |
$2.52M - $2.74M
|
26.8K
$3.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
20.5K+ 19.59% |
$2.43M - $2.64M
|
125K
$17.7M
|