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 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-767- 12.93% |
$96.6K - $109K
|
5.16K
$718K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-81- 5.08% |
$10.2K - $11.5K
|
1.51K
$210K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.4K- 9.05% |
$1.81M - $2.04M
|
144K
$20.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.56K- 31.27% |
$197K - $222K
|
3.44K
$478K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
9.53K+ 5.42% |
$1.2M - $1.35M
|
185K
$25.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-369- 0.6% |
$46.5K - $52.4K
|
60.8K
$8.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-10- 0.16% |
$1.26K - $1.42K
|
6.16K
$856K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
426+ 4.64% |
$53.7K - $60.5K
|
9.6K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1+ 0.02% |
$126 - $142
|
4.55K
$632K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
75+ 1.82% |
$9.45K - $10.7K
|
4.19K
$583K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
SELL
|
- |
-99- 5.8% |
$12.5K - $14.1K
|
1.61K
$223K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-33.9K- 73.83% |
$4.27M - $4.82M
|
12K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.15K- 10.16% |
$397K - $448K
|
27.9K
$3.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.1K+ 2.12% |
$138K - $156K
|
52.7K
$7.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.5KNew |
$189K - $213K
|
1.5K
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.49KNew |
$187K - $211K
|
1.49K
$206K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-20.5K- 29.62% |
$2.59M - $2.92M
|
48.8K
$6.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-11- 0.22% |
$1.39K - $1.56K
|
5.03K
$699K
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-209- 0.25% |
$26.3K - $29.7K
|
84K
$11.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.24K- 22.89% |
$156K - $175K
|
4.16K
$578K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-149- 2.58% |
$18.8K - $21.2K
|
5.64K
$784K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-37- 5.06% |
$4.66K - $5.26K
|
694
$96.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.49KNew |
$187K - $211K
|
1.49K
$207K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
1.57KNew |
$197K - $223K
|
1.57K
$218K
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
773+ 6.94% |
$97.4K - $110K
|
11.9K
$1.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-186- 7.79% |
$23.4K - $26.4K
|
2.2K
$306K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-745- 6.63% |
$93.8K - $106K
|
10.5K
$1.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.52K+ 26.58% |
$192K - $216K
|
7.25K
$1.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
441+ 23.4% |
$55.5K - $62.6K
|
2.33K
$323K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 2.72% |
$25.2K - $28.4K
|
7.15K
$994K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 15.63% |
$132K - $149K
|
7.78K
$1.08M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-2.26K- 4.88% |
$284K - $320K
|
43.9K
$6.11M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.93K- 9.63% |
$369K - $416K
|
27.5K
$3.82M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-309- 8.93% |
$38.9K - $43.9K
|
3.15K
$438K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-15- 10.79% |
$1.89K - $2.13K
|
124
$17.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-369- 23.91% |
$46.5K - $52.4K
|
1.17K
$163K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-45- 1.05% |
$5.67K - $6.39K
|
4.25K
$591K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
69+ 0.48% |
$8.69K - $9.8K
|
14.4K
$2M
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.57K- 11.16% |
$445K - $473K
|
28.4K
$3.95M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.59K- 10.6% |
$323K - $343K
|
21.8K
$3.04M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-59- 73.75% |
$7.35K - $7.82K
|
21
$2.92K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2K+ 102.77% |
$249K - $265K
|
3.95K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-200- 6.07% |
$24.9K - $26.5K
|
3.09K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
74K+ 26.11% |
$9.22M - $9.8M
|
357K
$49.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-12- 0.58% |
$1.5K - $1.59K
|
2.06K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-98- 47.12% |
$12.2K - $13K
|
110
$15.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
150+ 4.18% |
$18.7K - $19.9K
|
3.74K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.6K- 38.29% |
$324K - $344K
|
4.19K
$582K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
15+ 0.53% |
$1.87K - $1.99K
|
2.84K
$394K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-83- 4.51% |
$10.3K - $11K
|
1.76K
$244K
|
|