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 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-307- 0.37% |
$36.5K - $39.6K
|
83K
$11.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-310Closed |
$36.8K - $40K
|
0
$0
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-313- 52.25% |
$37.2K - $40.4K
|
286
$40.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-314- 11.52% |
$37.3K - $40.5K
|
2.41K
$340K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-315- 88.73% |
$37.4K - $40.7K
|
40
$5.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-318- 3.4% |
$37.8K - $41.1K
|
9.05K
$1.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-320- 0.81% |
$38K - $41.3K
|
39.1K
$5.52M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-321- 1.78% |
$38.1K - $41.4K
|
17.7K
$2.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-325- 4.79% |
$38.6K - $42K
|
6.45K
$910K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-333- 3.58% |
$39.6K - $43K
|
8.96K
$1.26M
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-350- 1.7% |
$41.6K - $45.2K
|
20.3K
$2.86M
|
|
|
Feb 03, 2022
Q4 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-350- 1.64% |
$41.6K - $45.2K
|
21K
$2.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-352Closed |
$41.8K - $45.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-352- 6.74% |
$41.8K - $45.5K
|
4.87K
$687K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-355- 5.55% |
$42.2K - $45.8K
|
6.05K
$852K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-360Closed |
$42.8K - $46.5K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-365- 6.6% |
$43.4K - $47.1K
|
5.17K
$728K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-373- 5.62% |
$44.3K - $48.2K
|
6.27K
$883K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-375- 1.55% |
$44.6K - $48.4K
|
23.7K
$3.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-386- 12.41% |
$45.9K - $49.8K
|
2.73K
$384K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-392- 2.7% |
$46.6K - $50.6K
|
14.1K
$1.99M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-395- 13.88% |
$46.9K - $51K
|
2.45K
$345K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-402- 5.38% |
$47.8K - $51.9K
|
7.08K
$997K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-409- 0.14% |
$48.6K - $52.8K
|
290K
$40.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-411- 6.76% |
$48.8K - $53.1K
|
5.67K
$799K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-412- 7.44% |
$48.9K - $53.2K
|
5.13K
$723K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-420- 0.56% |
$49.9K - $54.2K
|
74.5K
$10.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-421- 2.06% |
$50K - $54.4K
|
20K
$2.82M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-425Closed |
$50.5K - $54.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-430- 7.01% |
$51.1K - $55.5K
|
5.71K
$804K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-431- 0.68% |
$51.2K - $55.7K
|
62.8K
$8.85M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-439- 8.36% |
$52.2K - $56.7K
|
4.81K
$678K
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-450- 8.66% |
$53.5K - $58.1K
|
4.75K
$669K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-452- 6.96% |
$53.7K - $58.4K
|
6.05K
$852K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-459- 17.29% |
$54.5K - $59.3K
|
2.2K
$309K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-467- 2.02% |
$55.5K - $60.3K
|
22.7K
$3.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-485- 2.2% |
$57.6K - $62.6K
|
21.5K
$3.03M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-485- 16.03% |
$57.6K - $62.6K
|
2.54K
$358K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-500- 62.5% |
$59.4K - $64.6K
|
300
$42.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-502- 1.74% |
$59.6K - $64.8K
|
28.4K
$4M
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-510- 2.31% |
$60.6K - $65.9K
|
21.6K
$3.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-521- 2.52% |
$61.9K - $67.3K
|
20.2K
$2.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-537- 16.29% |
$63.8K - $69.3K
|
2.76K
$389K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
SELL
|
- |
-537- 14.69% |
$63.8K - $69.3K
|
3.12K
$440K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-539- 9.45% |
$64K - $69.6K
|
5.17K
$728K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-587- 13.92% |
$69.7K - $75.8K
|
3.63K
$512K
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-600- 1.16% |
$71.3K - $77.5K
|
51K
$7.19M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-640- 2.12% |
$76K - $82.6K
|
29.5K
$4.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-642- 4.83% |
$76.3K - $82.9K
|
12.6K
$1.78M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-648- 1.39% |
$77K - $83.7K
|
46K
$6.48M
|