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 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-581- 41.98% |
$76.5K - $83.7K
|
803
$111K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.4K- 28.65% |
$184K - $202K
|
3.49K
$482K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.04% |
$132 - $144
|
2.53K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.2K- 9.86% |
$1.87M - $2.05M
|
130K
$18M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
277+ 23.59% |
$36.5K - $39.9K
|
1.45K
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
16.8KNew |
$2.21M - $2.41M
|
16.8K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
401+ 5.51% |
$52.8K - $57.7K
|
7.68K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-289- 1.88% |
$38K - $41.6K
|
15.1K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
7.14KNew |
$940K - $1.03M
|
7.14K
$987K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-75- 10.81% |
$9.87K - $10.8K
|
619
$85.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 46.11% |
$152K - $167K
|
3.67K
$507K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-50- 1.07% |
$6.58K - $7.2K
|
4.62K
$639K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-540- 1.92% |
$71.1K - $77.8K
|
27.5K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.79K+ 33.62% |
$630K - $689K
|
19K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.26K- 14.26% |
$165K - $181K
|
7.56K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.49K- 20.71% |
$328K - $359K
|
9.53K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
199+ 4.91% |
$26.2K - $28.7K
|
4.25K
$588K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.33% |
$2.76K - $3.02K
|
6.42K
$888K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-1K- 1.12% |
$132K - $145K
|
89K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-330- 14.1% |
$43.4K - $47.5K
|
2.01K
$278K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
74+ 0.69% |
$9.74K - $10.7K
|
10.7K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.09K- 78.74% |
$407K - $445K
|
835
$115K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-50- 0.97% |
$6.58K - $7.2K
|
5.11K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
49+ 0.59% |
$6.45K - $7.06K
|
8.33K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.51K+ 15.62% |
$330K - $361K
|
18.6K
$2.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
3+ 0.04% |
$395 - $432
|
6.73K
$931K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$132 - $144
|
3.77K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-474- 2.7% |
$62.4K - $68.3K
|
17.1K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
910+ 8.26% |
$120K - $131K
|
11.9K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4+ 0.15% |
$527 - $576
|
2.63K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.1K+ 77.25% |
$144K - $158K
|
2.52K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.73K- 3.01% |
$359K - $393K
|
87.8K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
423+ 3.91% |
$55.7K - $60.9K
|
11.2K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-967- 0.88% |
$127K - $139K
|
109K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
797+ 1.7% |
$105K - $115K
|
47.7K
$6.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-24- 0.37% |
$3.16K - $3.46K
|
6.4K
$885K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-206- 3.09% |
$27.1K - $29.7K
|
6.47K
$894K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
291+ 1.23% |
$38.3K - $41.9K
|
24K
$3.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.3K+ 196.84% |
$434K - $475K
|
4.97K
$688K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7- 0.14% |
$922 - $1.01K
|
5.05K
$698K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
29+ 0.08% |
$3.82K - $4.18K
|
36.7K
$5.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
15.6KNew |
$2.06M - $2.25M
|
15.6K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
775+ 1.39% |
$102K - $112K
|
56.4K
$7.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-425- 11.34% |
$56K - $61.2K
|
3.32K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
227+ 2.92% |
$29.9K - $32.7K
|
8.01K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-200- 74.07% |
$26.3K - $28.8K
|
70
$9.68K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
35KNew |
$4.61M - $5.04M
|
35K
$4.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-40- 17.47% |
$5.27K - $5.76K
|
189
$26.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$527 - $576
|
76.7K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
10+ 0.54% |
$1.32K - $1.44K
|
1.86K
$257K
|