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 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.28KNew |
$271K - $295K
|
2.28K
$305K
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
2.2KNew |
$261K - $284K
|
2.2K
$294K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.17KNew |
$258K - $281K
|
2.17K
$290K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.17K+ 34.9% |
$258K - $280K
|
8.4K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.17K+ 0.96% |
$258K - $280K
|
228K
$30.5M
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.16KNew |
$257K - $279K
|
2.16K
$288K
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.15KNew |
$256K - $278K
|
2.15K
$287K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.15K+ 87.45% |
$255K - $277K
|
4.6K
$615K
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.1KNew |
$250K - $271K
|
2.1K
$280K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
2.09KNew |
$248K - $270K
|
2.09K
$279K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
2.09K+ 35.34% |
$248K - $270K
|
8K
$1.07M
|
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.09KNew |
$248K - $269K
|
2.09K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$242K - $263K
|
2.04K
$272K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.03K+ 100.35% |
$241K - $262K
|
4.06K
$541K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 106.03% |
$240K - $261K
|
3.93K
$525K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
2K+ 2.17% |
$238K - $259K
|
94.1K
$12.6M
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
2KNew |
$238K - $258K
|
2K
$267K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2KNew |
$238K - $258K
|
2K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.97K+ 25.13% |
$234K - $254K
|
9.8K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.96K+ 74.61% |
$233K - $253K
|
4.58K
$612K
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 200.97% |
$221K - $241K
|
2.79K
$373K
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.83KNew |
$218K - $237K
|
1.83K
$245K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.82KNew |
$216K - $235K
|
1.82K
$243K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
1.8K+ 2.88% |
$214K - $233K
|
64.3K
$8.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.79K+ 8.36% |
$212K - $231K
|
23.2K
$3.09M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.78K+ 94.52% |
$211K - $229K
|
3.65K
$488K
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.76K+ 26.35% |
$209K - $227K
|
8.43K
$1.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.75KNew |
$208K - $226K
|
1.75K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.73KNew |
$206K - $223K
|
1.73K
$231K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.7K+ 38.18% |
$202K - $220K
|
6.16K
$823K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
1.7KNew |
$202K - $220K
|
1.7K
$227K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.7KNew |
$202K - $220K
|
1.7K
$227K
|
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.69KNew |
$200K - $218K
|
1.69K
$225K
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
1.69K+ 86.19% |
$200K - $218K
|
3.64K
$486K
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
1.68KNew |
$200K - $217K
|
1.68K
$225K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.68K+ 2.66% |
$199K - $216K
|
64.7K
$8.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.67KNew |
$198K - $216K
|
1.67K
$223K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
1.66KNew |
$197K - $215K
|
1.66K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$197K - $214K
|
1.66K
$221K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.66K+ 4.3% |
$197K - $214K
|
40.2K
$5.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.65KNew |
$196K - $213K
|
1.65K
$220K
|
|
|
Feb 08, 2022
Q4 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.63KNew |
$193K - $210K
|
1.63K
$217K
|
|
|
Feb 11, 2022
Q4 2021
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.62KNew |
$193K - $209K
|
1.62K
$217K
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
1.61KNew |
$191K - $208K
|
1.61K
$215K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
1.61KNew |
$191K - $207K
|
1.61K
$215K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.6KNew |
$190K - $207K
|
1.6K
$214K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
1.59KNew |
$189K - $206K
|
1.59K
$213K
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.58KNew |
$187K - $203K
|
1.58K
$210K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.57KNew |
$187K - $203K
|
1.57K
$210K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
1.57K+ 7.69% |
$186K - $202K
|
22K
$2.93M
|