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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8+ 0.67% |
$950 - $1.03K
|
1.21K
$163K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
7+ 0.27% |
$832 - $904
|
2.55K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.21% |
$832 - $904
|
3.28K
$440K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6+ 0.29% |
$713 - $775
|
2.05K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.11% |
$594 - $646
|
4.68K
$628K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
5+ 0.23% |
$594 - $646
|
2.19K
$294K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5+ 0.09% |
$594 - $646
|
5.33K
$716K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.27% |
$594 - $646
|
1.83K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.19% |
$594 - $646
|
2.69K
$361K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.04% |
$475 - $516
|
9.54K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4+ 6.15% |
$475 - $516
|
69
$9.27K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.22% |
$475 - $516
|
1.83K
$246K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.87% |
$356 - $387
|
346
$46.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.14% |
$356 - $387
|
2.08K
$280K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
3+ 0.07% |
$356 - $387
|
4.58K
$615K
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
3+ 0.15% |
$356 - $387
|
1.99K
$267K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.19% |
$356 - $387
|
1.61K
$216K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$356 - $387
|
1.93K
$260K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.34% |
$356 - $387
|
886
$119K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2+ 0.05% |
$238 - $258
|
3.76K
$505K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.12% |
$238 - $258
|
1.72K
$230K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.05% |
$238 - $258
|
3.78K
$507K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2+ 0.1% |
$238 - $258
|
1.95K
$262K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.75% |
$238 - $258
|
268
$36K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.09% |
$238 - $258
|
2.32K
$312K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$119 - $129
|
2.03K
$273K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.0% |
$119 - $129
|
101
$13.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
BUY
|
- |
1+ 0.02% |
$119 - $129
|
4.45K
$598K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.09% |
$119 - $129
|
1.17K
$157K
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.91% |
$119 - $129
|
111
$14.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
1+ 0.01% |
$119 - $129
|
8.1K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.04% |
$119 - $129
|
2.4K
$322K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.02% |
$119 - $129
|
5.56K
$747K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1- 0.04% |
$119 - $129
|
2.33K
$313K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.09% |
$238 - $258
|
2.25K
$302K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4Closed |
$475 - $516
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5- 0.15% |
$594 - $646
|
3.36K
$451K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 0.67% |
$713 - $775
|
889
$119K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6Closed |
$713 - $775
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6- 0.13% |
$713 - $775
|
4.54K
$609K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 2.9% |
$950 - $1.03K
|
268
$36K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-10- 0.45% |
$1.19K - $1.29K
|
2.23K
$299K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-10- 0.39% |
$1.19K - $1.29K
|
2.57K
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-11- 0.26% |
$1.31K - $1.42K
|
4.2K
$564K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-12- 8.45% |
$1.43K - $1.55K
|
130
$17.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-12- 0.06% |
$1.43K - $1.55K
|
20.6K
$2.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-13- 1.7% |
$1.54K - $1.68K
|
751
$101K
|
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
SELL
|
- |
-14- 0.17% |
$1.66K - $1.81K
|
8K
$1.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-15- 0.15% |
$1.78K - $1.94K
|
10.2K
$1.36M
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-16- 0.23% |
$1.9K - $2.07K
|
6.98K
$937K
|