Purchases and Sales Made in Q4 2019 in Spdr S&P Global Dividend ETF (WDIV)
This table provides information about the institutional ownership of Spdr S&P Global Dividend ETF (WDIV) during Q4 2019. The information is specifically focused on institutions that hold shares of SPDR S&P GLOBAL DIVIDEND ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 04, 2020
Q4 2019
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
255K+ 40.85% |
$16.8M - $18.3M
|
880K
$56.7M
|
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
BUY
|
- |
48.2K+ 9.54% |
$3.17M - $3.46M
|
553K
$35.6M
|
|
Feb 12, 2020
Q4 2019
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
45.7KNew |
$3.01M - $3.29M
|
45.7K
$2.95M
|
|
Jan 22, 2020
Q4 2019
|
Exane Derivatives
|
BUY
|
- |
44.4KNew |
$2.93M - $3.19M
|
44.4K
$2.86M
|
|
Feb 12, 2020
Q4 2019
|
Sawtooth Solutions, LLC
|
BUY
|
- |
43.4K+ 8.83% |
$2.86M - $3.12M
|
536K
$34.5M
|
|
Feb 14, 2020
Q4 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.5K+ 12.63% |
$2.34M - $2.55M
|
316K
$20.4M
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
23.6KNew |
$1.55M - $1.7M
|
23.6K
$1.52M
|
|
Feb 10, 2020
Q4 2019
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.3K+ 13.7% |
$415K - $453K
|
52.3K
$3.37M
|
|
Feb 14, 2020
Q4 2019
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.97K+ 49.64% |
$327K - $357K
|
15K
$965K
|
|
Feb 20, 2020
Q4 2019
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.78KNew |
$315K - $343K
|
4.78K
$308K
|
|
Feb 11, 2020
Q4 2019
|
Fortem Financial Group, LLC
|
BUY
|
- |
4KNew |
$264K - $288K
|
4K
$258K
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.51K+ 42.79% |
$231K - $252K
|
11.7K
$754K
|
|
Feb 14, 2020
Q4 2019
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.92KNew |
$192K - $210K
|
2.92K
$188K
|
|
Aug 30, 2021
Q4 2019
|
Retirement Group, LLC
|
BUY
|
- |
2.41KNew |
$159K - $173K
|
2.41K
$155K
|
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.36KNew |
$89.6K - $97.7K
|
1.36K
$87.6K
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
BUY
|
- |
518+ 6.14% |
$34.1K - $37.2K
|
8.95K
$577K
|
|
Feb 12, 2020
Q4 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
514+ 6.56% |
$33.9K - $37K
|
8.35K
$538K
|
|
Feb 11, 2020
Q4 2019
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
477+ 6.65% |
$31.4K - $34.3K
|
7.65K
$493K
|
|
May 05, 2020
Q4 2019
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
401New |
$26.4K - $28.8K
|
401
$25.9K
|
|
Jan 17, 2020
Q4 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
345New |
$22.7K - $24.8K
|
345
$22.2K
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
279+ 186.0% |
$18.4K - $20.1K
|
429
$27.7K
|
|
Jan 27, 2020
Q4 2019
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
180New |
$11.9K - $12.9K
|
180
$11.6K
|
|
Feb 11, 2020
Q4 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
135+ 0.2% |
$8.9K - $9.71K
|
67.8K
$4.37M
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108+ 1.48% |
$7.12K - $7.76K
|
7.39K
$476K
|
|
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
57+ 1.42% |
$3.76K - $4.1K
|
4.06K
$262K
|
|
Sep 14, 2021
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
16New |
$1.05K - $1.15K
|
16
$1.03K
|
|
Jan 31, 2020
Q4 2019
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7New |
$461 - $503
|
7
$451
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.0% |
$132 - $144
|
59.7K
$3.85M
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Cwm, LLC
|
SELL
|
- |
-16Closed |
$1.05K - $1.15K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-25- 43.86% |
$1.65K - $1.8K
|
32
$2.06K
|
|
Feb 11, 2020
Q4 2019
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-44Closed |
$2.9K - $3.16K
|
0
$0
|
|
Jan 14, 2020
Q4 2019
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-50- 1.34% |
$3.3K - $3.59K
|
3.68K
$237K
|
|
Feb 14, 2020
Q4 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-54- 2.44% |
$3.56K - $3.88K
|
2.16K
$139K
|
|
Feb 10, 2020
Q4 2019
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-156- 50.0% |
$10.3K - $11.2K
|
156
$10.1K
|
|
Feb 10, 2020
Q4 2019
|
Private Advisor Group, LLC
|
SELL
|
- |
-166- 3.59% |
$10.9K - $11.9K
|
4.46K
$288K
|
|
Feb 11, 2020
Q4 2019
|
Assetmark, Inc
|
SELL
|
- |
-237- 1.17% |
$15.6K - $17K
|
19.9K
$1.29M
|
|
Feb 14, 2020
Q4 2019
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-262- 1.79% |
$17.3K - $18.8K
|
14.4K
$928K
|
|
Feb 18, 2020
Q4 2019
|
Belpointe Asset Management LLC
|
SELL
|
- |
-273- 2.75% |
$18K - $19.6K
|
9.66K
$623K
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-372Closed |
$24.5K - $26.7K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-434Closed |
$28.6K - $31.2K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-445- 2.95% |
$29.3K - $32K
|
14.6K
$944K
|
|
Jan 21, 2020
Q4 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.8KClosed |
$119K - $129K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.02K- 24.34% |
$133K - $145K
|
6.28K
$405K
|
|
Feb 07, 2020
Q4 2019
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-6.72K- 25.32% |
$443K - $483K
|
19.8K
$1.28M
|
|
Feb 14, 2020
Q4 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.7KClosed |
$903K - $985K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-105K- 70.27% |
$6.9M - $7.52M
|
44.3K
$2.85M
|