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 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.97KNew |
$472K - $513K
|
3.97K
$555K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.89K+ 3.09% |
$462K - $502K
|
130K
$18.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.8K+ 5.67% |
$452K - $491K
|
70.9K
$9.9M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.78K+ 6.39% |
$450K - $489K
|
63K
$8.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.78K+ 793.08% |
$449K - $488K
|
4.26K
$595K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.69KNew |
$438K - $476K
|
3.69K
$515K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.57KNew |
$424K - $460K
|
3.57K
$498K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.54K+ 17.75% |
$421K - $457K
|
23.5K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.54K+ 1.86% |
$421K - $457K
|
193K
$27M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.51K+ 2.73% |
$417K - $453K
|
132K
$18.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.5K+ 119.95% |
$416K - $452K
|
6.42K
$896K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.45KNew |
$410K - $446K
|
3.45K
$482K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.4KNew |
$404K - $439K
|
3.4K
$475K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.39KNew |
$403K - $437K
|
3.39K
$473K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.37K+ 25.42% |
$401K - $436K
|
16.6K
$2.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.25KNew |
$387K - $420K
|
3.25K
$454K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
3.22K+ 23.69% |
$383K - $416K
|
16.8K
$2.35M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.04KNew |
$362K - $393K
|
3.04K
$425K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
3.01KNew |
$357K - $389K
|
3.01K
$420K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3K+ 143.88% |
$356K - $387K
|
5.09K
$710K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3K+ 41.37% |
$356K - $387K
|
10.2K
$1.43M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.99KNew |
$355K - $386K
|
2.99K
$418K
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
2.98K+ 1.57% |
$354K - $384K
|
192K
$26.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
2.93K+ 6.01% |
$348K - $379K
|
51.7K
$7.22M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
2.89K+ 147.13% |
$344K - $374K
|
4.86K
$679K
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.86K+ 14.04% |
$340K - $370K
|
23.2K
$3.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.85K+ 57.12% |
$338K - $368K
|
7.84K
$1.09M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
2.8KNew |
$333K - $362K
|
2.8K
$391K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.75KNew |
$326K - $354K
|
2.75K
$383K
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
2.73KNew |
$325K - $353K
|
2.73K
$382K
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.68KNew |
$318K - $346K
|
2.68K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.67K+ 125.75% |
$317K - $344K
|
4.79K
$668K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.63KNew |
$312K - $339K
|
2.63K
$367K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
2.63KNew |
$312K - $339K
|
2.63K
$367K
|
|
|
Jan 12, 2022
Q4 2021
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
2.6KNew |
$309K - $336K
|
2.6K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.59K+ 0.05% |
$307K - $334K
|
5.19M
$724M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.57K+ 2.73% |
$305K - $332K
|
96.7K
$13.5M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.57KNew |
$305K - $331K
|
2.57K
$358K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.57KNew |
$305K - $331K
|
2.57K
$358K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.56KNew |
$305K - $331K
|
2.56K
$358K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.56K+ 55.04% |
$304K - $330K
|
7.2K
$1M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.55KNew |
$303K - $329K
|
2.55K
$356K
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.49KNew |
$296K - $322K
|
2.49K
$348K
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.44KNew |
$290K - $315K
|
2.44K
$341K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.42K+ 1.49% |
$288K - $313K
|
165K
$23.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.4KNew |
$285K - $310K
|
2.4K
$335K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.37KNew |
$282K - $306K
|
2.37K
$331K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.37K+ 48.51% |
$282K - $306K
|
7.26K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.3K+ 5.94% |
$274K - $297K
|
41.1K
$5.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.29KNew |
$272K - $295K
|
2.29K
$319K
|