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
|
Pfg Advisors
|
BUY
|
- |
285+ 10.88% |
$33.9K - $36.8K
|
2.91K
$388K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
279+ 1.39% |
$33.1K - $36K
|
20.4K
$2.73M
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
278+ 10.83% |
$33K - $35.9K
|
2.85K
$380K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
272+ 0.46% |
$32.3K - $35.1K
|
59.9K
$8M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
269New |
$32K - $34.7K
|
269
$35.9K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
264+ 1.5% |
$31.4K - $34.1K
|
17.8K
$2.38M
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
254+ 5.49% |
$30.2K - $32.8K
|
4.88K
$651K
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
238+ 4.4% |
$28.3K - $30.7K
|
5.65K
$754K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
237+ 1.32% |
$28.2K - $30.6K
|
18.2K
$2.43M
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
237+ 1.33% |
$28.2K - $30.6K
|
18K
$2.41M
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
234+ 6.54% |
$27.8K - $30.2K
|
3.81K
$509K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
231New |
$27.4K - $29.8K
|
231
$30.8K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
230+ 0.96% |
$27.3K - $29.7K
|
24.2K
$3.23M
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
229+ 0.61% |
$27.2K - $29.6K
|
38.1K
$5.08M
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
228New |
$27.1K - $29.4K
|
228
$30.4K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
219+ 1.08% |
$26K - $28.3K
|
20.5K
$2.74M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
217+ 15.89% |
$25.8K - $28K
|
1.58K
$211K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
215+ 26.19% |
$25.5K - $27.8K
|
1.04K
$138K
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
214+ 2.47% |
$25.4K - $27.6K
|
8.88K
$1.19M
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
212+ 1.11% |
$25.2K - $27.4K
|
19.3K
$2.58M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
211+ 9.75% |
$25.1K - $27.2K
|
2.38K
$317K
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
208+ 2.92% |
$24.7K - $26.9K
|
7.33K
$978K
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
204New |
$24.2K - $26.3K
|
204
$27.2K
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
200+ 2.79% |
$23.8K - $25.8K
|
7.38K
$985K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
190+ 1.58% |
$22.6K - $24.5K
|
12.2K
$1.63M
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
187+ 0.94% |
$22.2K - $24.1K
|
20.1K
$2.69M
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
180+ 7.09% |
$21.4K - $23.2K
|
2.72K
$363K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
175+ 15.98% |
$20.8K - $22.6K
|
1.27K
$170K
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
172+ 0.42% |
$20.4K - $22.2K
|
41.1K
$5.49M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
169+ 1.82% |
$20.1K - $21.8K
|
9.44K
$1.26M
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
165New |
$19.6K - $21.3K
|
165
$22K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
162+ 154.29% |
$19.2K - $20.9K
|
267
$35.7K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
158New |
$18.8K - $20.4K
|
158
$21.1K
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
139+ 1.01% |
$16.5K - $17.9K
|
13.9K
$1.85M
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
137+ 4.05% |
$16.3K - $17.7K
|
3.52K
$470K
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
125+ 108.7% |
$14.9K - $16.1K
|
240
$32K
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
125+ 0.77% |
$14.9K - $16.1K
|
16.3K
$2.18M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
119+ 2.51% |
$14.1K - $15.4K
|
4.87K
$650K
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
116+ 3.24% |
$13.8K - $15K
|
3.7K
$494K
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
116+ 2.86% |
$13.8K - $15K
|
4.17K
$557K
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
114+ 0.66% |
$13.5K - $14.7K
|
17.5K
$2.34M
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
111+ 0.11% |
$13.2K - $14.3K
|
105K
$14M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
105+ 2.39% |
$12.5K - $13.6K
|
4.49K
$600K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
101New |
$12K - $13K
|
101
$13.5K
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
101+ 1.2% |
$12K - $13K
|
8.49K
$1.13M
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
101New |
$12K - $13K
|
101
$13.5K
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
100+ 3.53% |
$11.9K - $12.9K
|
2.93K
$392K
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
100+ 3.75% |
$11.9K - $12.9K
|
2.77K
$369K
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
100New |
$11.9K - $12.9K
|
100
$13.4K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
99+ 0.49% |
$11.8K - $12.8K
|
20.2K
$2.7M
|