Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-20Closed |
$2.38K - $2.58K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-23- 1.63% |
$2.73K - $2.97K
|
1.39K
$193K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-24- 1.06% |
$2.85K - $3.1K
|
2.24K
$313K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-25- 0.19% |
$2.97K - $3.23K
|
13.4K
$1.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-25- 0.24% |
$2.97K - $3.23K
|
10.2K
$1.42M
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-25- 0.15% |
$2.97K - $3.23K
|
16.1K
$2.25M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-25- 0.24% |
$2.97K - $3.23K
|
10.2K
$1.42M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-26- 0.31% |
$3.09K - $3.36K
|
8.46K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-27- 0.08% |
$3.21K - $3.49K
|
34.3K
$4.79M
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-27- 1.42% |
$3.21K - $3.49K
|
1.87K
$261K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-30- 1.0% |
$3.56K - $3.87K
|
2.97K
$415K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-30- 3.15% |
$3.56K - $3.87K
|
923
$129K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32- 0.03% |
$3.8K - $4.13K
|
108K
$15.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-33- 2.09% |
$3.92K - $4.26K
|
1.54K
$215K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-34- 0.45% |
$4.04K - $4.39K
|
7.47K
$1.04M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-35- 1.51% |
$4.16K - $4.52K
|
2.29K
$320K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-37- 0.43% |
$4.4K - $4.78K
|
8.6K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-39- 1.44% |
$4.63K - $5.04K
|
2.67K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-46- 1.2% |
$5.47K - $5.94K
|
3.79K
$529K
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
SELL
|
- |
-48- 1.31% |
$5.7K - $6.2K
|
3.63K
$507K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-49- 1.81% |
$5.82K - $6.33K
|
2.65K
$370K
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-50- 0.05% |
$5.94K - $6.46K
|
102K
$14.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 6.37% |
$5.94K - $6.46K
|
735
$103K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-50- 3.15% |
$5.94K - $6.46K
|
1.54K
$215K
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-50- 0.42% |
$5.94K - $6.46K
|
11.9K
$1.66M
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-53- 0.55% |
$6.3K - $6.84K
|
9.67K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
SELL
|
- |
-53- 2.5% |
$6.3K - $6.84K
|
2.07K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-55- 1.97% |
$6.53K - $7.1K
|
2.73K
$381K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-57- 0.81% |
$6.77K - $7.36K
|
6.97K
$973K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-58- 2.02% |
$6.89K - $7.49K
|
2.82K
$393K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-59- 0.28% |
$7.01K - $7.62K
|
21.1K
$2.94M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-63- 0.39% |
$7.49K - $8.13K
|
16K
$2.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-64- 2.2% |
$7.6K - $8.26K
|
2.85K
$398K
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-65- 0.71% |
$7.72K - $8.39K
|
9.03K
$1.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-70- 0.22% |
$8.32K - $9.04K
|
32K
$4.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-71- 3.03% |
$8.44K - $9.17K
|
2.27K
$317K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-71- 0.39% |
$8.44K - $9.17K
|
18.2K
$2.54M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-72- 0.85% |
$8.55K - $9.3K
|
8.37K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-75- 3.05% |
$8.91K - $9.68K
|
2.39K
$333K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-75- 10.74% |
$8.91K - $9.68K
|
623
$87K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-76- 0.68% |
$9.03K - $9.81K
|
11K
$1.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-80- 0.53% |
$9.5K - $10.3K
|
15K
$2.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-80- 1.81% |
$9.5K - $10.3K
|
4.34K
$606K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-85- 4.63% |
$10.1K - $11K
|
1.75K
$244K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-88- 0.03% |
$10.5K - $11.4K
|
289K
$40.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-93- 0.83% |
$11K - $12K
|
11.1K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-98- 0.38% |
$11.6K - $12.7K
|
25.7K
$3.59M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-99Closed |
$11.8K - $12.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-100- 5.83% |
$11.9K - $12.9K
|
1.62K
$225K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-100- 3.77% |
$11.9K - $12.9K
|
2.55K
$356K
|