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 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
688+ 3.23% |
$81.7K - $88.8K
|
22K
$2.95M
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
660+ 15.75% |
$78.4K - $85.2K
|
4.85K
$651K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
647New |
$76.9K - $83.5K
|
647
$86.9K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
628+ 20.98% |
$74.6K - $81.1K
|
3.62K
$486K
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
614+ 0.94% |
$72.9K - $79.3K
|
65.8K
$8.83M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
613+ 5.65% |
$72.8K - $79.2K
|
11.5K
$1.54M
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
611New |
$72.6K - $78.9K
|
611
$82.1K
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
600+ 19.68% |
$71.3K - $77.5K
|
3.65K
$490K
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
598+ 3.64% |
$71K - $77.2K
|
17K
$2.29M
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
580+ 13.29% |
$68.9K - $74.9K
|
4.95K
$664K
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
567+ 0.75% |
$67.4K - $73.2K
|
76.2K
$10.2M
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
565New |
$67.1K - $73K
|
565
$75.9K
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
564+ 0.52% |
$67K - $72.8K
|
109K
$14.6M
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
564+ 24.92% |
$67K - $72.8K
|
2.83K
$380K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
562New |
$66.8K - $72.6K
|
562
$75.5K
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
535+ 1.12% |
$63.6K - $69.1K
|
48.5K
$6.51M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
513+ 1.51% |
$60.9K - $66.2K
|
34.6K
$4.65M
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
512+ 8.93% |
$60.8K - $66.1K
|
6.25K
$839K
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
512+ 10.37% |
$60.8K - $66.1K
|
5.45K
$732K
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
506+ 5.93% |
$60.1K - $65.3K
|
9.05K
$1.21M
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
495New |
$58.8K - $63.9K
|
495
$66.5K
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
490+ 3.76% |
$58.2K - $63.3K
|
13.5K
$1.82M
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
477New |
$56.7K - $61.6K
|
477
$64.1K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
449+ 0.89% |
$53.3K - $58K
|
51.1K
$6.86M
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
448+ 3.23% |
$53.2K - $57.8K
|
14.3K
$1.92M
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
445+ 1.1% |
$52.9K - $57.5K
|
41.1K
$5.51M
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
441+ 24.41% |
$52.4K - $56.9K
|
2.25K
$302K
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
437+ 2.79% |
$51.9K - $56.4K
|
16.1K
$2.16M
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
429+ 7.55% |
$51K - $55.4K
|
6.11K
$820K
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
424+ 5.88% |
$50.4K - $54.7K
|
7.64K
$1.03M
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
424+ 23.94% |
$50.4K - $54.7K
|
2.2K
$295K
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
411+ 24.08% |
$48.8K - $53.1K
|
2.12K
$284K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
403+ 37.01% |
$47.9K - $52K
|
1.49K
$200K
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
402+ 2.19% |
$47.8K - $51.9K
|
18.8K
$2.52M
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
397New |
$47.2K - $51.3K
|
397
$53.3K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
393New |
$46.7K - $50.7K
|
393
$52.8K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
379+ 6.8% |
$45K - $48.9K
|
5.95K
$799K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
368+ 0.17% |
$43.7K - $47.5K
|
222K
$29.7M
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
359New |
$42.7K - $46.4K
|
359
$48.2K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
359+ 4.9% |
$42.7K - $46.4K
|
7.68K
$1.03M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
350New |
$41.6K - $45.2K
|
350
$47K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
338New |
$40.2K - $43.6K
|
338
$45.4K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
335New |
$39.8K - $43.3K
|
335
$45K
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
332New |
$39.4K - $42.9K
|
332
$44.6K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
329+ 15.89% |
$39.1K - $42.5K
|
2.4K
$322K
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
326+ 3.29% |
$38.7K - $42.1K
|
10.2K
$1.37M
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
315+ 7.07% |
$37.4K - $40.7K
|
4.77K
$641K
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
308+ 0.54% |
$36.6K - $39.8K
|
57K
$7.66M
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
306New |
$36.4K - $39.5K
|
306
$41.1K
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
300+ 8.4% |
$35.6K - $38.7K
|
3.87K
$520K
|