Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-214- 5.49% |
$25.1K - $26.9K
|
3.69K
$495K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-218- 2.81% |
$25.5K - $27.4K
|
7.54K
$1.01M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-223- 2.52% |
$26.1K - $28K
|
8.64K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-229- 10.31% |
$26.8K - $28.8K
|
1.99K
$267K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-230- 0.37% |
$26.9K - $28.9K
|
62.5K
$8.39M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-231- 25.78% |
$27.1K - $29.1K
|
665
$89.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-232Closed |
$27.2K - $29.2K
|
0
$0
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-235- 3.1% |
$27.5K - $29.6K
|
7.34K
$986K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-241- 21.44% |
$28.2K - $30.3K
|
883
$119K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-241Closed |
$28.2K - $30.3K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-242- 6.02% |
$28.3K - $30.4K
|
3.78K
$507K
|
|
|
Nov 15, 2021
Q3 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-245- 0.71% |
$28.7K - $30.8K
|
34.3K
$4.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-250- 1.74% |
$29.3K - $31.4K
|
14.1K
$1.89M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-253- 7.79% |
$29.6K - $31.8K
|
2.99K
$402K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-254- 4.27% |
$29.7K - $31.9K
|
5.7K
$765K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-255Closed |
$29.9K - $32.1K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-256- 5.43% |
$30K - $32.2K
|
4.46K
$599K
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-257- 15.38% |
$30.1K - $32.3K
|
1.41K
$190K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-259Closed |
$30.3K - $32.6K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-265- 89.53% |
$31K - $33.3K
|
31
$4.16K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-267- 3.66% |
$31.3K - $33.6K
|
7.02K
$943K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-268- 7.78% |
$31.4K - $33.7K
|
3.18K
$427K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-268- 7.78% |
$31.4K - $33.7K
|
3.18K
$427K
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-270- 1.21% |
$31.6K - $34K
|
22K
$2.95M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
SELL
|
- |
-293- 1.98% |
$34.3K - $36.8K
|
14.5K
$1.95M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-298- 8.14% |
$34.9K - $37.5K
|
3.36K
$452K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-300- 8.73% |
$35.1K - $37.7K
|
3.14K
$421K
|
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-300- 6.42% |
$35.1K - $37.7K
|
4.37K
$587K
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-308- 0.95% |
$36.1K - $38.7K
|
32K
$4.3M
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-310Closed |
$36.3K - $39K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-321- 0.43% |
$37.6K - $40.4K
|
74.9K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-342Closed |
$40.1K - $43K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-356- 0.43% |
$41.7K - $44.8K
|
83.3K
$11.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-358- 1.71% |
$41.9K - $45K
|
20.6K
$2.77M
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
SELL
|
- |
-360- 16.4% |
$42.2K - $45.3K
|
1.84K
$246K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-371- 1.9% |
$43.5K - $46.7K
|
19.2K
$2.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-373- 2.9% |
$43.7K - $46.9K
|
12.5K
$1.67M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-380- 1.98% |
$44.5K - $47.8K
|
18.8K
$2.52M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-415- 2.25% |
$48.6K - $52.2K
|
18K
$2.42M
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-427- 3.11% |
$50K - $53.7K
|
13.3K
$1.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-432- 1.67% |
$50.6K - $54.3K
|
25.4K
$3.41M
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-433- 4.36% |
$50.7K - $54.5K
|
9.49K
$1.27M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-456- 1.72% |
$53.4K - $57.3K
|
26.1K
$3.51M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-456- 0.43% |
$53.4K - $57.3K
|
105K
$14M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-457- 20.91% |
$53.5K - $57.5K
|
1.73K
$232K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-472- 0.3% |
$55.3K - $59.4K
|
156K
$21M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-473- 3.56% |
$55.4K - $59.5K
|
12.8K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-500- 18.69% |
$58.6K - $62.9K
|
2.18K
$292K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-502- 1.48% |
$58.8K - $63.1K
|
33.4K
$4.49M
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-527- 0.65% |
$61.7K - $66.3K
|
80.6K
$10.8M
|