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
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-79- 3.28% |
$9.25K - $9.94K
|
2.33K
$326K
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-79- 0.7% |
$9.25K - $9.94K
|
11.2K
$1.57M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-83- 2.47% |
$9.72K - $10.4K
|
3.28K
$458K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-84- 0.36% |
$9.84K - $10.6K
|
23.1K
$3.23M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-87- 1.85% |
$10.2K - $10.9K
|
4.62K
$646K
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-100- 0.77% |
$11.7K - $12.6K
|
12.9K
$1.81M
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-100- 2.77% |
$11.7K - $12.6K
|
3.51K
$490K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-100- 50.25% |
$11.7K - $12.6K
|
99
$13.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-100- 0.95% |
$11.7K - $12.6K
|
10.4K
$1.45M
|
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-100- 2.25% |
$11.7K - $12.6K
|
4.34K
$606K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 26.6% |
$11.7K - $12.6K
|
276
$38.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-101- 1.07% |
$11.8K - $12.7K
|
9.35K
$1.31M
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-102- 71.83% |
$11.9K - $12.8K
|
40
$5.58K
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-105- 4.98% |
$12.3K - $13.2K
|
2K
$280K
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-110- 0.69% |
$12.9K - $13.8K
|
15.9K
$2.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-121- 51.27% |
$14.2K - $15.2K
|
115
$16.1K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-124Closed |
$14.5K - $15.6K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-125- 2.88% |
$14.6K - $15.7K
|
4.21K
$588K
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-125- 0.37% |
$14.6K - $15.7K
|
33.3K
$4.64M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-125- 0.2% |
$14.6K - $15.7K
|
63.1K
$8.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-130- 4.09% |
$15.2K - $16.3K
|
3.05K
$426K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-134- 6.42% |
$15.7K - $16.9K
|
1.95K
$273K
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-135- 1.89% |
$15.8K - $17K
|
6.99K
$976K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
SELL
|
- |
-139- 1.51% |
$16.3K - $17.5K
|
9.06K
$1.27M
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-140Closed |
$16.4K - $17.6K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-141- 2.56% |
$16.5K - $17.7K
|
5.36K
$749K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-146- 1.31% |
$17.1K - $18.4K
|
11K
$1.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-148- 2.18% |
$17.3K - $18.6K
|
6.64K
$927K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-150- 0.16% |
$17.6K - $18.9K
|
94.2K
$13.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
SELL
|
- |
-152- 6.69% |
$17.8K - $19.1K
|
2.12K
$296K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-155- 1.65% |
$18.2K - $19.5K
|
9.26K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-159- 5.43% |
$18.6K - $20K
|
2.77K
$387K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-163- 3.94% |
$19.1K - $20.5K
|
3.98K
$555K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-179- 2.45% |
$21K - $22.5K
|
7.13K
$996K
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-180- 9.33% |
$21.1K - $22.6K
|
1.75K
$244K
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-186- 4.23% |
$21.8K - $23.4K
|
4.22K
$589K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-186- 4.07% |
$21.8K - $23.4K
|
4.39K
$612K
|
|
|
Oct 12, 2021
Q3 2021
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-194- 3.02% |
$22.7K - $24.4K
|
6.24K
$871K
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-195- 1.19% |
$22.8K - $24.5K
|
16.1K
$2.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-200- 71.43% |
$23.4K - $25.2K
|
80
$11.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-200- 0.44% |
$23.4K - $25.2K
|
44.9K
$6.27M
|
|
|
Oct 29, 2021
Q3 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-200- 2.35% |
$23.4K - $25.2K
|
8.3K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-200- 6.51% |
$23.4K - $25.2K
|
2.87K
$401K
|
|
|
Oct 21, 2021
Q3 2021
|
Oak Asset Management, LLC
|
SELL
|
- |
-200- 5.52% |
$23.4K - $25.2K
|
3.43K
$478K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-200- 2.13% |
$23.4K - $25.2K
|
9.2K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-205- 37.34% |
$24K - $25.8K
|
344
$48K
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-205- 8.75% |
$24K - $25.8K
|
2.14K
$298K
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-210- 1.38% |
$24.6K - $26.4K
|
15.1K
$2.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-214- 5.49% |
$25.1K - $26.9K
|
3.69K
$515K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-218- 2.81% |
$25.5K - $27.4K
|
7.54K
$1.05M
|