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 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
351+ 7.2% |
$41.1K - $44.1K
|
5.22K
$743K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
343New |
$40.2K - $43.1K
|
343
$48.8K
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
338+ 3.53% |
$39.6K - $42.5K
|
9.91K
$1.41M
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
330+ 27.18% |
$38.6K - $41.5K
|
1.54K
$220K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
328+ 1.06% |
$38.4K - $41.2K
|
31.3K
$4.45M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
313+ 10.09% |
$36.7K - $39.4K
|
3.42K
$486K
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
302+ 1.07% |
$35.4K - $38K
|
28.4K
$4.04M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
302+ 2.97% |
$35.4K - $38K
|
10.5K
$1.49M
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
300+ 9.73% |
$35.1K - $37.7K
|
3.38K
$481K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
292+ 8.42% |
$34.2K - $36.7K
|
3.76K
$535K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
265+ 13.95% |
$31K - $33.3K
|
2.17K
$308K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
261+ 5.31% |
$30.6K - $32.8K
|
5.18K
$737K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
258+ 11.15% |
$30.2K - $32.4K
|
2.57K
$366K
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
256+ 1.23% |
$30K - $32.2K
|
21.1K
$3.01M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
244+ 4.17% |
$28.6K - $30.7K
|
6.09K
$867K
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
236New |
$27.6K - $29.7K
|
236
$33.6K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
235+ 758.06% |
$27.5K - $29.6K
|
266
$37.9K
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
229+ 7.23% |
$26.8K - $28.8K
|
3.4K
$484K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
225+ 9.39% |
$26.4K - $28.3K
|
2.62K
$373K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
217+ 6.85% |
$25.4K - $27.3K
|
3.39K
$482K
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
216+ 6.41% |
$25.3K - $27.2K
|
3.59K
$510K
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
214+ 0.9% |
$25.1K - $26.9K
|
23.9K
$3.4M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
209+ 2.09% |
$24.5K - $26.3K
|
10.2K
$1.46M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
209+ 2.09% |
$24.5K - $26.3K
|
10.2K
$1.46M
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
208+ 0.48% |
$24.4K - $26.2K
|
43.9K
$6.25M
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
201+ 4.74% |
$23.5K - $25.3K
|
4.44K
$632K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
201+ 0.95% |
$23.5K - $25.3K
|
21.4K
$3.04M
|
|
Nov 12, 2021
Q3 2021
|
Af Advisors, Inc.
|
BUY
|
- |
200+ 11.11% |
$23.4K - $25.2K
|
2K
$285K
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
200New |
$23.4K - $25.2K
|
200
$28.5K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
200+ 98.52% |
$23.4K - $25.2K
|
403
$57.4K
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
196+ 0.97% |
$23K - $24.6K
|
20.4K
$2.9M
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
188+ 7.0% |
$22K - $23.6K
|
2.87K
$409K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
185+ 6.57% |
$21.7K - $23.3K
|
3K
$427K
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
183+ 1.01% |
$21.4K - $23K
|
18.2K
$2.6M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
182+ 10.77% |
$21.3K - $22.9K
|
1.87K
$266K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
180+ 4.45% |
$21.1K - $22.6K
|
4.23K
$601K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
171+ 3.22% |
$20K - $21.5K
|
5.48K
$779K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
168+ 0.94% |
$19.7K - $21.1K
|
18.1K
$2.57M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
168+ 1.82% |
$19.7K - $21.1K
|
9.38K
$1.33M
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
165+ 0.14% |
$19.3K - $20.8K
|
122K
$17.3M
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
165+ 0.94% |
$19.3K - $20.8K
|
17.8K
$2.53M
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
162+ 6.5% |
$19K - $20.4K
|
2.65K
$378K
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
151New |
$17.7K - $19K
|
151
$21.5K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
146+ 0.22% |
$17.1K - $18.4K
|
65.5K
$9.31M
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
146+ 1.83% |
$17.1K - $18.4K
|
8.1K
$1.15M
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
140+ 4.89% |
$16.4K - $17.6K
|
3K
$427K
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
135+ 3.19% |
$15.8K - $17K
|
4.37K
$621K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
134New |
$15.7K - $16.9K
|
134
$19.1K
|
|
Nov 10, 2021
Q3 2021
|
Pictet Bank & Trust LTD
|
BUY
|
- |
130+ 0.61% |
$15.2K - $16.3K
|
21.3K
$3.03M
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
120+ 0.9% |
$14.1K - $15.1K
|
13.4K
$1.91M
|