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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 7.24% |
$295K - $332K
|
30K
$4.18M
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
23+ 0.51% |
$2.9K - $3.27K
|
4.52K
$631K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
659+ 2.11% |
$83K - $93.6K
|
31.8K
$4.45M
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
279+ 5.08% |
$35.1K - $39.6K
|
5.77K
$806K
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
7.52K+ 3.37% |
$947K - $1.07M
|
230K
$32.2M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-796- 50.9% |
$100K - $113K
|
768
$107K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-82- 1.54% |
$10.3K - $11.6K
|
5.24K
$732K
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.81KNew |
$228K - $257K
|
1.81K
$253K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-955- 2.21% |
$120K - $136K
|
42.3K
$5.91M
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.04K- 49.99% |
$257K - $290K
|
2.04K
$285K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-120- 6.96% |
$15.1K - $17K
|
1.6K
$224K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.16K- 2.67% |
$524K - $591K
|
152K
$21.2M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.48KNew |
$187K - $211K
|
1.48K
$207K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
121+ 4.27% |
$15.2K - $17.2K
|
2.95K
$412K
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.06K- 17.91% |
$134K - $151K
|
4.86K
$679K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.8K- 10.07% |
$604K - $682K
|
42.9K
$5.99M
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
230+ 49.78% |
$29K - $32.7K
|
692
$96.7K
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
22+ 9.95% |
$2.77K - $3.12K
|
243
$33.9K
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
66+ 31.88% |
$8.31K - $9.37K
|
273
$38.1K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-945- 1.82% |
$119K - $134K
|
51.1K
$7.13M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-64- 1.5% |
$8.06K - $9.09K
|
4.19K
$585K
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.55KNew |
$573K - $646K
|
4.55K
$635K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.9KNew |
$239K - $270K
|
1.9K
$265K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.41K- 2.21% |
$178K - $201K
|
62.5K
$8.73M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-207- 1.33% |
$26.1K - $29.4K
|
15.3K
$2.14M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.42KNew |
$430K - $485K
|
3.42K
$477K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-24- 0.49% |
$3.02K - $3.41K
|
4.89K
$682K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
300+ 5.8% |
$37.8K - $42.6K
|
5.47K
$764K
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-12K- 89.99% |
$1.51M - $1.7M
|
1.33K
$186K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
259+ 5.43% |
$32.6K - $36.8K
|
5.03K
$702K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.3K+ 39.52% |
$1.05M - $1.18M
|
29.3K
$4.09M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.63K+ 114.96% |
$457K - $515K
|
6.78K
$947K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17K- 93.96% |
$2.14M - $2.41M
|
1.09K
$152K
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
37+ 1.62% |
$4.66K - $5.26K
|
2.32K
$324K
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-585- 5.65% |
$73.7K - $83.1K
|
9.77K
$1.36M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-643- 2.77% |
$81K - $91.3K
|
22.5K
$3.15M
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2+ 0.03% |
$252 - $284
|
5.76K
$804K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
140+ 113.82% |
$17.6K - $19.9K
|
263
$36.7K
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.11% |
$1.13K - $1.28K
|
8.22K
$1.15M
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
37+ 0.94% |
$4.66K - $5.26K
|
3.98K
$556K
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-26.1K- 49.93% |
$3.28M - $3.7M
|
26.1K
$3.65M
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
1.5KNew |
$189K - $213K
|
1.5K
$210K
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.47KNew |
$185K - $209K
|
1.47K
$205K
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
30.4K+ 1.25% |
$3.83M - $4.32M
|
2.46M
$344M
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
31+ 0.44% |
$3.9K - $4.4K
|
7K
$978K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
292+ 0.08% |
$36.8K - $41.5K
|
364K
$50.8M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
61+ 0.43% |
$7.68K - $8.66K
|
14.4K
$2.01M
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-256- 2.17% |
$32.2K - $36.4K
|
11.5K
$1.61M
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-258- 6.07% |
$32.5K - $36.6K
|
3.99K
$557K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.64K+ 1.94% |
$333K - $375K
|
139K
$19.4M
|