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 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
8.17KNew |
$970K - $1.05M
|
8.17K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
7.84KNew |
$931K - $1.01M
|
7.84K
$1.05M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
7.26K+ 158.39% |
$862K - $937K
|
11.8K
$1.59M
|
|
|
Jan 25, 2022
Q4 2021
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
7KNew |
$832K - $904K
|
7K
$940K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
6.99KNew |
$830K - $902K
|
6.99K
$937K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.9K+ 4.95% |
$820K - $891K
|
146K
$19.7M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
6.89KNew |
$819K - $890K
|
6.89K
$925K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.77K+ 81.88% |
$805K - $874K
|
15K
$2.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.76K+ 20.21% |
$803K - $872K
|
40.2K
$5.39M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
6.7KNew |
$796K - $865K
|
6.7K
$899K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
6.68K+ 6.82% |
$794K - $863K
|
105K
$14M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
6.52KNew |
$775K - $842K
|
6.52K
$875K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.51K+ 6.56% |
$774K - $841K
|
106K
$14.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6.35KNew |
$755K - $820K
|
6.35K
$852K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.29K+ 8.13% |
$748K - $813K
|
83.7K
$11.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.27K+ 5.05% |
$745K - $809K
|
130K
$17.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
6.11KNew |
$726K - $789K
|
6.11K
$820K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
6.09KNew |
$724K - $787K
|
6.09K
$818K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.9K+ 290.69% |
$701K - $762K
|
7.93K
$1.06M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
5.79K+ 8.6% |
$688K - $748K
|
73.2K
$9.82M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.78K+ 8.77% |
$687K - $746K
|
71.6K
$9.61M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
5.62KNew |
$668K - $726K
|
5.62K
$754K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.44KNew |
$646K - $703K
|
5.44K
$730K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.39K+ 2.64% |
$640K - $696K
|
209K
$28.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.31K+ 3.01% |
$631K - $686K
|
182K
$24.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
5.3KNew |
$630K - $684K
|
5.3K
$711K
|
|
|
Jan 14, 2022
Q4 2021
|
Baugh & Associates, LLC
|
BUY
|
- |
5.1KNew |
$606K - $659K
|
5.1K
$685K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.07KNew |
$602K - $654K
|
5.07K
$680K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.01K+ 0.53% |
$595K - $647K
|
958K
$129M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
4.98K+ 69.79% |
$591K - $643K
|
12.1K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.82K+ 0.69% |
$572K - $622K
|
706K
$94.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
4.73KNew |
$562K - $611K
|
4.73K
$635K
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
4.7KNew |
$558K - $607K
|
4.7K
$630K
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4.69KNew |
$558K - $606K
|
4.69K
$630K
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.66KNew |
$554K - $602K
|
4.66K
$626K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.57KNew |
$543K - $590K
|
4.57K
$614K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.57K+ 12.34% |
$543K - $590K
|
41.6K
$5.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.48K+ 22.35% |
$533K - $579K
|
24.5K
$3.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.48K+ 5.65% |
$532K - $578K
|
83.7K
$11.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
4.36KNew |
$518K - $563K
|
4.36K
$586K
|
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
4.34KNew |
$515K - $560K
|
4.34K
$582K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.31K+ 30.09% |
$512K - $557K
|
18.6K
$2.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.31K+ 9.45% |
$512K - $556K
|
49.9K
$6.7M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.3KNew |
$510K - $555K
|
4.3K
$577K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.24KNew |
$504K - $547K
|
4.24K
$569K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.22KNew |
$501K - $544K
|
4.22K
$566K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.19KNew |
$498K - $541K
|
4.19K
$562K
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
4.15KNew |
$493K - $536K
|
4.15K
$557K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
4.12K+ 9.9% |
$490K - $532K
|
45.7K
$6.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.09KNew |
$486K - $528K
|
4.09K
$549K
|