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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
803+ 13.91% |
$106K - $116K
|
6.58K
$909K
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.1K- 2.4% |
$144K - $158K
|
44.6K
$6.17M
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.59K+ 9.86% |
$209K - $229K
|
17.7K
$2.45M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-19- 0.52% |
$2.5K - $2.74K
|
3.63K
$503K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.09K+ 0.83% |
$407K - $445K
|
377K
$52.2M
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-196- 6.93% |
$25.8K - $28.2K
|
2.63K
$364K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
244+ 4.55% |
$32.1K - $35.1K
|
5.61K
$776K
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-209- 5.13% |
$27.5K - $30.1K
|
3.86K
$534K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-935- 3.15% |
$123K - $135K
|
28.7K
$3.97M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.46KNew |
$587K - $642K
|
4.46K
$616K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-51- 1.34% |
$6.71K - $7.34K
|
3.77K
$521K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-87- 1.67% |
$11.5K - $12.5K
|
5.11K
$706K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-44- 0.94% |
$5.79K - $6.34K
|
4.62K
$638K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-560- 17.1% |
$73.7K - $80.6K
|
2.72K
$375K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-722- 7.08% |
$95.1K - $104K
|
9.48K
$1.31M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-56- 1.32% |
$7.37K - $8.06K
|
4.18K
$578K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 16.39% |
$280K - $306K
|
10.8K
$1.5M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-158- 3.14% |
$20.8K - $22.8K
|
4.87K
$673K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.49K+ 1.3% |
$459K - $502K
|
272K
$37.6M
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
547+ 14.21% |
$72K - $78.8K
|
4.4K
$608K
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.15K- 23.12% |
$151K - $165K
|
3.81K
$526K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-574- 1.73% |
$75.6K - $82.7K
|
32.5K
$4.5M
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
29.7K+ 1155.62% |
$3.91M - $4.28M
|
32.3K
$4.46M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.65K- 0.25% |
$348K - $381K
|
1.06M
$146M
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
24.5K+ 50.14% |
$3.22M - $3.52M
|
73.2K
$10.1M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.25K- 1.33% |
$165K - $180K
|
92.9K
$12.9M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7- 0.05% |
$922 - $1.01K
|
14.8K
$2.04M
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
1.3K+ 2.7% |
$171K - $187K
|
49.5K
$6.84M
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.31K- 21.22% |
$172K - $188K
|
4.85K
$670K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5+ 0.28% |
$658 - $720
|
1.77K
$244K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
832+ 27.43% |
$110K - $120K
|
3.87K
$534K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-500- 7.47% |
$65.8K - $72K
|
6.19K
$856K
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
32+ 1.18% |
$4.21K - $4.61K
|
2.75K
$381K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
124+ 3.97% |
$16.3K - $17.9K
|
3.25K
$449K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-63- 1.53% |
$8.29K - $9.07K
|
4.06K
$561K
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
37+ 2.36% |
$4.87K - $5.33K
|
1.6K
$222K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.8K+ 404.5% |
$1.95M - $2.14M
|
18.5K
$2.56M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
487+ 0.87% |
$64.1K - $70.1K
|
56.3K
$7.78M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.41K+ 20.8% |
$318K - $348K
|
14K
$1.94M
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
330+ 1.84% |
$43.4K - $47.5K
|
18.2K
$2.52M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$395 - $432
|
2.65K
$367K
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
98+ 1.98% |
$12.9K - $14.1K
|
5.06K
$699K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-262- 6.06% |
$34.5K - $37.7K
|
4.06K
$562K
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-1.48K- 3.51% |
$194K - $213K
|
40.6K
$5.61M
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
2.65KNew |
$349K - $382K
|
2.65K
$366K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-152- 8.03% |
$20K - $21.9K
|
1.74K
$241K
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
86+ 0.69% |
$11.3K - $12.4K
|
12.5K
$1.74M
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4+ 0.18% |
$527 - $576
|
2.21K
$305K
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-890- 3.17% |
$117K - $128K
|
27.2K
$3.76M
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-365- 13.04% |
$48.1K - $52.6K
|
2.44K
$337K
|