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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$184K - $200K
|
1.55K
$217K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.52K+ 14.52% |
$180K - $196K
|
12K
$1.67M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.51K+ 3.19% |
$179K - $195K
|
48.9K
$6.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.48K+ 8.74% |
$176K - $192K
|
18.5K
$2.58M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.47K+ 18.62% |
$175K - $190K
|
9.37K
$1.31M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.41K+ 1.5% |
$167K - $182K
|
94.9K
$13.3M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.38K+ 485.56% |
$164K - $178K
|
1.66K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 0.55% |
$163K - $177K
|
249K
$34.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Hourglass Capital, LLC
|
BUY
|
- |
1.36K+ 16.31% |
$161K - $175K
|
9.67K
$1.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.35K+ 1.48% |
$161K - $175K
|
92.7K
$12.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 1.06% |
$156K - $170K
|
125K
$17.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.29K+ 1.83% |
$153K - $167K
|
71.9K
$10M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.22K+ 68.26% |
$144K - $157K
|
3K
$418K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.18K+ 20.17% |
$140K - $153K
|
7.04K
$983K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.18K+ 4.89% |
$140K - $152K
|
25.2K
$3.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.15K+ 4.13% |
$137K - $149K
|
29.1K
$4.06M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.11K+ 1.69% |
$132K - $143K
|
66.6K
$9.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.11K+ 41.47% |
$131K - $143K
|
3.77K
$527K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.1KNew |
$131K - $143K
|
1.1K
$154K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.07K+ 50.33% |
$127K - $138K
|
3.2K
$447K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.06K+ 10.15% |
$126K - $137K
|
11.5K
$1.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.06K+ 2.09% |
$126K - $137K
|
51.7K
$7.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.05K+ 6.55% |
$125K - $136K
|
17.1K
$2.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.05K+ 13.07% |
$125K - $135K
|
9.08K
$1.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.04K+ 48.84% |
$123K - $134K
|
3.16K
$441K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.03KNew |
$122K - $132K
|
1.03K
$143K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
1.01K+ 2.52% |
$120K - $130K
|
41K
$5.73M
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
981+ 0.63% |
$117K - $127K
|
157K
$22M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
955+ 9.81% |
$113K - $123K
|
10.7K
$1.49M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
930+ 15.49% |
$110K - $120K
|
6.93K
$968K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
891+ 2.85% |
$106K - $115K
|
32.2K
$4.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
886+ 6.99% |
$105K - $114K
|
13.6K
$1.89M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
880+ 19.09% |
$105K - $114K
|
5.49K
$766K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
869+ 1.79% |
$103K - $112K
|
49.5K
$6.91M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
867New |
$103K - $112K
|
867
$121K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
865+ 1.73% |
$103K - $112K
|
50.9K
$7.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
864+ 15.78% |
$103K - $112K
|
6.34K
$885K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
859+ 16.59% |
$102K - $111K
|
6.04K
$843K
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
852+ 0.68% |
$101K - $110K
|
126K
$17.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
796+ 21.6% |
$94.6K - $103K
|
4.48K
$626K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
786New |
$93.4K - $101K
|
786
$110K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
780+ 19.73% |
$92.7K - $101K
|
4.73K
$661K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
780+ 0.77% |
$92.7K - $101K
|
102K
$14.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
746+ 43.0% |
$88.6K - $96.3K
|
2.48K
$346K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
723+ 12.49% |
$85.9K - $93.4K
|
6.51K
$909K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
721+ 12.59% |
$85.7K - $93.1K
|
6.45K
$900K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
720+ 8.83% |
$85.5K - $93K
|
8.88K
$1.24M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
700+ 26.07% |
$83.2K - $90.4K
|
3.39K
$473K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
688+ 3.23% |
$81.7K - $88.8K
|
22K
$3.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
660+ 15.75% |
$78.4K - $85.2K
|
4.85K
$677K
|