Latest Institutional Transactions on Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information on the latest institutional transactions involving Spdr Series Tr Spdr S&P Divide (SDY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.13K- 1.78% |
$1.07M - $1.17M
|
449K
$59.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
426+ 4.08% |
$56.1K - $61.3K
|
10.9K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
258New |
$34K - $37.2K
|
258
$34.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$132 - $144
|
2.13K
$283K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.1KNew |
$1.07M - $1.17M
|
8.1K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.6K+ 12.6% |
$6.93M - $7.58M
|
470K
$62.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.22K- 13.64% |
$161K - $176K
|
7.74K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-221- 82.16% |
$29.1K - $31.8K
|
48
$6.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.01K+ 49.03% |
$133K - $146K
|
3.08K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-7.74K- 8.51% |
$1.02M - $1.11M
|
83.2K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
110+ 6.59% |
$14.5K - $15.8K
|
1.78K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.17K- 3.91% |
$154K - $168K
|
28.8K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
85+ 0.78% |
$11.2K - $12.2K
|
11K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-241- 1.95% |
$31.7K - $34.7K
|
12.1K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
177KNew |
$23.4M - $25.5M
|
177K
$23.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
490+ 2.44% |
$64.5K - $70.6K
|
20.6K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.1K- 6.01% |
$671K - $734K
|
79.7K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-148- 8.57% |
$19.5K - $21.3K
|
1.58K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
14+ 0.14% |
$1.84K - $2.02K
|
10.4K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
66+ 1.21% |
$8.69K - $9.5K
|
5.54K
$736K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-107- 1.24% |
$14.1K - $15.4K
|
8.53K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 10.38% |
$187K - $204K
|
15.1K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.56K+ 0.85% |
$600K - $657K
|
542K
$72M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
110+ 1.73% |
$14.5K - $15.8K
|
6.46K
$859K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
68+ 0.37% |
$8.95K - $9.79K
|
18.3K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
183+ 10.94% |
$24.1K - $26.4K
|
1.86K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-23- 0.04% |
$3.03K - $3.31K
|
55K
$7.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
100New |
$13.2K - $14.4K
|
100
$13.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-949- 4.19% |
$125K - $137K
|
21.7K
$2.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.29K- 3.49% |
$301K - $329K
|
63.2K
$8.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
129+ 0.15% |
$17K - $18.6K
|
84.5K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28+ 0.51% |
$3.69K - $4.03K
|
5.51K
$732K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.41K+ 6.11% |
$1.24M - $1.36M
|
163K
$21.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
20+ 0.52% |
$2.63K - $2.88K
|
3.9K
$518K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.38K- 3.85% |
$181K - $198K
|
34.3K
$4.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.48KNew |
$722K - $790K
|
5.48K
$729K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
470New |
$61.9K - $67.7K
|
470
$62.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-347- 11.84% |
$45.7K - $50K
|
2.58K
$343K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.32K- 48.17% |
$305K - $334K
|
2.5K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
24+ 0.96% |
$3.16K - $3.46K
|
2.53K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-70- 0.68% |
$9.22K - $10.1K
|
10.3K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
506+ 12.2% |
$66.6K - $72.9K
|
4.65K
$619K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.28% |
$922 - $1.01K
|
2.47K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.74K+ 1.09% |
$493K - $539K
|
348K
$46.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
678K+ 267004.34% |
$89.3M - $97.7M
|
678K
$90.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-593- 3.78% |
$78.1K - $85.4K
|
15.1K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.49K- 6.78% |
$460K - $503K
|
48K
$6.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
30+ 0.32% |
$3.95K - $4.32K
|
9.37K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.96K- 18.45% |
$258K - $282K
|
8.65K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.01MNew |
$396M - $433M
|
3.01M
$400M
|