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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-550- 2.23% |
$64.4K - $69.2K
|
24.1K
$3.37M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-550- 8.72% |
$64.4K - $69.2K
|
5.75K
$803K
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-550- 0.58% |
$64.4K - $69.2K
|
94.6K
$13.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-550- 2.41% |
$64.4K - $69.2K
|
22.3K
$3.11M
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-551- 2.69% |
$64.5K - $69.3K
|
19.9K
$2.78M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-555- 7.98% |
$65K - $69.8K
|
6.4K
$894K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-562- 23.64% |
$65.8K - $70.7K
|
1.82K
$253K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-563- 17.77% |
$65.9K - $70.8K
|
2.61K
$364K
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-565- 0.45% |
$66.2K - $71.1K
|
124K
$17.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-580- 4.19% |
$67.9K - $72.9K
|
13.3K
$1.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-600- 16.9% |
$70.3K - $75.5K
|
2.95K
$412K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-605- 9.56% |
$70.9K - $76.1K
|
5.73K
$799K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-606- 85.84% |
$71K - $76.2K
|
100
$14K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-641- 19.38% |
$75.1K - $80.6K
|
2.67K
$372K
|
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-664- 1.91% |
$77.8K - $83.5K
|
34.2K
$4.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-680- 1.67% |
$79.6K - $85.5K
|
39.9K
$5.58M
|
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-690- 1.08% |
$80.8K - $86.8K
|
63.1K
$8.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-705- 1.71% |
$82.6K - $88.7K
|
40.6K
$5.67M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-717- 5.64% |
$84K - $90.2K
|
12K
$1.68M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-719- 3.77% |
$84.2K - $90.4K
|
18.4K
$2.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-750- 1.58% |
$87.8K - $94.3K
|
46.6K
$6.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-766Closed |
$89.7K - $96.3K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-767- 13.44% |
$89.8K - $96.5K
|
4.94K
$690K
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-804- 8.65% |
$94.2K - $101K
|
8.49K
$1.19M
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
SELL
|
- |
-819- 1.74% |
$95.9K - $103K
|
46.4K
$6.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-833- 13.88% |
$97.6K - $105K
|
5.17K
$721K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-860- 15.33% |
$101K - $108K
|
4.75K
$663K
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-865- 12.36% |
$101K - $109K
|
6.14K
$857K
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-872- 0.89% |
$102K - $110K
|
96.9K
$13.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-934- 1.9% |
$109K - $117K
|
48.2K
$6.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-941- 5.28% |
$110K - $118K
|
16.9K
$2.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-950- 3.67% |
$111K - $119K
|
25K
$3.49M
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-974- 21.99% |
$114K - $122K
|
3.46K
$482K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-986- 24.58% |
$115K - $124K
|
3.03K
$422K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-990- 1.92% |
$116K - $125K
|
50.7K
$7.07M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-993- 1.81% |
$116K - $125K
|
53.8K
$7.51M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-996- 1.39% |
$117K - $125K
|
70.6K
$9.86M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-999- 3.41% |
$117K - $126K
|
28.3K
$3.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.02K- 12.25% |
$119K - $128K
|
7.31K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.02K- 13.6% |
$120K - $129K
|
6.5K
$907K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.07KClosed |
$125K - $134K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.19K- 5.54% |
$139K - $150K
|
20.3K
$2.83M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-1.2K- 5.29% |
$141K - $151K
|
21.5K
$3M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.25K- 4.96% |
$147K - $158K
|
24K
$3.35M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.29K- 7.71% |
$151K - $162K
|
15.5K
$2.16M
|
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.31K- 5.96% |
$153K - $165K
|
20.7K
$2.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.34K- 12.51% |
$157K - $168K
|
9.36K
$1.31M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-1.4K- 55.98% |
$164K - $176K
|
1.1K
$154K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.45K- 26.59% |
$170K - $183K
|
4.01K
$560K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.6K- 96.09% |
$187K - $201K
|
65
$9.08K
|