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 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
20KNew |
$2.38M - $2.58M
|
20K
$2.85M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20KNew |
$2.38M - $2.58M
|
20K
$2.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.9KNew |
$2.25M - $2.45M
|
18.9K
$2.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.9K+ 0.77% |
$2.25M - $2.44M
|
2.48M
$354M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.9KNew |
$2.25M - $2.44M
|
18.9K
$2.69M
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
18.8K+ 101.49% |
$2.24M - $2.43M
|
37.4K
$5.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
18.7KNew |
$2.22M - $2.41M
|
18.7K
$2.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
17.9K+ 28.56% |
$2.13M - $2.31M
|
80.7K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.9K+ 1.07% |
$2.12M - $2.31M
|
1.7M
$241M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
17.7KNew |
$2.1M - $2.28M
|
17.7K
$2.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.6KNew |
$2.09M - $2.27M
|
17.6K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16.8KNew |
$2M - $2.17M
|
16.8K
$2.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.7K+ 2.11% |
$1.98M - $2.16M
|
809K
$115M
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
16.6K+ 27.81% |
$1.97M - $2.15M
|
76.4K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
16KNew |
$1.9M - $2.07M
|
16K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
16KNew |
$1.9M - $2.07M
|
16K
$2.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
16K+ 13.56% |
$1.9M - $2.07M
|
134K
$19.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16K+ 160.5% |
$1.9M - $2.06M
|
25.9K
$3.68M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
15.7K+ 208.95% |
$1.86M - $2.03M
|
23.2K
$3.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
15.5KNew |
$1.85M - $2.01M
|
15.5K
$2.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
13.8K+ 114.45% |
$1.63M - $1.78M
|
25.8K
$3.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13.7K+ 28.17% |
$1.62M - $1.76M
|
62.1K
$8.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
12.7K+ 25.85% |
$1.5M - $1.64M
|
61.7K
$8.77M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
12.6K+ 1.48% |
$1.5M - $1.63M
|
867K
$123M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
12.5KNew |
$1.48M - $1.61M
|
12.5K
$1.77M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
12.2KNew |
$1.45M - $1.58M
|
12.2K
$1.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
12.1K+ 8.55% |
$1.44M - $1.57M
|
154K
$21.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
11.8KNew |
$1.4M - $1.52M
|
11.8K
$1.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.4K+ 133.76% |
$1.36M - $1.48M
|
20K
$2.84M
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11.4K+ 14.18% |
$1.36M - $1.47M
|
92K
$13.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11.1KNew |
$1.32M - $1.43M
|
11.1K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 3.71% |
$1.29M - $1.4M
|
304K
$43.2M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
10.5KNew |
$1.25M - $1.35M
|
10.5K
$1.49M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.4KNew |
$1.23M - $1.34M
|
10.4K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
10.1KNew |
$1.21M - $1.31M
|
10.1K
$1.44M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9.93KNew |
$1.18M - $1.28M
|
9.93K
$1.41M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9.86KNew |
$1.17M - $1.27M
|
9.86K
$1.4M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
9.28KNew |
$1.1M - $1.2M
|
9.28K
$1.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.24K+ 48.16% |
$1.1M - $1.19M
|
28.4K
$4.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.18K+ 7.28% |
$1.09M - $1.19M
|
135K
$19.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.09K+ 9.89% |
$1.08M - $1.17M
|
101K
$14.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.94K+ 11.77% |
$1.06M - $1.15M
|
84.9K
$12.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.88K+ 2.39% |
$1.06M - $1.15M
|
381K
$54.2M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
8.86KNew |
$1.05M - $1.14M
|
8.86K
$1.26M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8.69K+ 15.34% |
$1.03M - $1.12M
|
65.4K
$9.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.65KNew |
$1.03M - $1.12M
|
8.65K
$1.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
8.57K+ 19.65% |
$1.02M - $1.11M
|
52.2K
$7.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
8.26K+ 3.96% |
$982K - $1.07M
|
217K
$30.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8.26KNew |
$982K - $1.07M
|
8.26K
$1.18M
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
8.17KNew |
$970K - $1.05M
|
8.17K
$1.16M
|