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 |
|---|---|---|---|---|---|---|---|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.33KClosed |
$390K - $419K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.41KClosed |
$400K - $429K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-3.44K- 5.17% |
$403K - $433K
|
63.2K
$8.77M
|
|
|
Oct 15, 2021
Q3 2021
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-3.45K- 64.44% |
$404K - $433K
|
1.9K
$264K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.52K- 14.83% |
$412K - $442K
|
20.2K
$2.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.57K- 63.84% |
$418K - $449K
|
2.02K
$281K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.58K- 16.59% |
$419K - $450K
|
18K
$2.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.63KClosed |
$425K - $457K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.7K- 0.93% |
$433K - $465K
|
395K
$54.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.8K- 2.1% |
$444K - $477K
|
177K
$24.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-4.03KClosed |
$472K - $507K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-4.13K- 70.32% |
$484K - $519K
|
1.74K
$242K
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.19K- 70.11% |
$491K - $527K
|
1.79K
$248K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.21K- 7.66% |
$492K - $529K
|
50.7K
$7.03M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.31KClosed |
$504K - $541K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.39K- 21.64% |
$514K - $552K
|
15.9K
$2.21M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.61K- 8.6% |
$540K - $580K
|
49K
$6.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-4.62K- 3.12% |
$542K - $582K
|
144K
$19.9M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.7K- 4.95% |
$550K - $591K
|
90.2K
$12.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-4.81K- 70.34% |
$564K - $605K
|
2.03K
$282K
|
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-4.97K- 1.69% |
$582K - $625K
|
289K
$40.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.98K- 2.18% |
$583K - $626K
|
224K
$31.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.09K- 7.5% |
$596K - $640K
|
62.8K
$8.71M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.24KClosed |
$613K - $659K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.27K- 39.62% |
$617K - $662K
|
8.03K
$1.11M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.29K- 1.79% |
$619K - $665K
|
290K
$40.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.32K- 9.89% |
$623K - $669K
|
48.5K
$6.73M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.42K- 91.92% |
$635K - $682K
|
477
$66.2K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.48K- 28.79% |
$642K - $690K
|
13.6K
$1.88M
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
SELL
|
- |
-5.54K- 60.23% |
$648K - $696K
|
3.66K
$507K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.67K- 4.3% |
$664K - $713K
|
126K
$17.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-5.71K- 36.65% |
$668K - $718K
|
9.86K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-5.85K- 5.3% |
$685K - $736K
|
105K
$14.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5.94K- 9.04% |
$696K - $747K
|
59.8K
$8.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.34K- 23.95% |
$743K - $798K
|
20.1K
$2.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.4K- 77.49% |
$750K - $805K
|
1.86K
$258K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.12K- 39.83% |
$834K - $895K
|
10.8K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.4K- 8.91% |
$866K - $930K
|
75.6K
$10.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.29K- 0.14% |
$971K - $1.04M
|
5.85M
$812M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.02K- 14.88% |
$1.06M - $1.13M
|
51.6K
$7.16M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.07K- 12.59% |
$1.06M - $1.14M
|
62.9K
$8.74M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-9.47K- 8.31% |
$1.11M - $1.19M
|
105K
$14.5M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.3K- 29.47% |
$1.21M - $1.29M
|
24.6K
$3.42M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.7K- 57.57% |
$1.25M - $1.35M
|
7.9K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.1K- 2.97% |
$1.3M - $1.4M
|
362K
$50.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11.3K- 4.05% |
$1.32M - $1.42M
|
268K
$37.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.8K- 1.94% |
$1.38M - $1.48M
|
596K
$82.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-11.8KClosed |
$1.38M - $1.48M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-13.5K- 88.25% |
$1.58M - $1.7M
|
1.8K
$250K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-14.5K- 82.3% |
$1.69M - $1.82M
|
3.11K
$432K
|