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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-108- 3.3% |
$13.5K - $14.3K
|
3.17K
$441K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
158+ 8.62% |
$19.7K - $20.9K
|
1.99K
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.1K- 40.97% |
$137K - $146K
|
1.59K
$220K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
400+ 12.38% |
$49.8K - $53K
|
3.63K
$505K
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-135- 6.11% |
$16.8K - $17.9K
|
2.08K
$289K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3- 0.11% |
$374 - $397
|
2.74K
$381K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.5K- 47.16% |
$685K - $729K
|
6.16K
$857K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-70- 0.37% |
$8.72K - $9.27K
|
19.1K
$2.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.29K- 30.06% |
$908K - $965K
|
16.9K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
42+ 43.3% |
$5.23K - $5.56K
|
139
$19.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
86.7K+ 4418.19% |
$10.8M - $11.5M
|
88.7K
$12.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
545+ 7.27% |
$67.9K - $72.2K
|
8.04K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-771- 15.88% |
$96.1K - $102K
|
4.09K
$568K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
812+ 15.64% |
$101K - $108K
|
6K
$835K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-300- 14.8% |
$37.4K - $39.7K
|
1.73K
$240K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 4.28% |
$12.5K - $13.2K
|
2.24K
$311K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
51+ 1.35% |
$6.35K - $6.76K
|
3.82K
$531K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-360- 88.45% |
$44.9K - $47.7K
|
47
$6.54K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 1.29% |
$498 - $530
|
314
$43.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-353- 9.64% |
$44K - $46.8K
|
3.31K
$460K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.35K+ 538.0% |
$168K - $178K
|
1.6K
$222K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-91- 5.19% |
$11.3K - $12.1K
|
1.66K
$231K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-445- 55.21% |
$55.4K - $58.9K
|
361
$50.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-275- 8.8% |
$34.3K - $36.4K
|
2.85K
$396K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.31KNew |
$287K - $305K
|
2.31K
$321K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
4.3K+ 184.15% |
$536K - $570K
|
6.64K
$923K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-130- 30.23% |
$16.2K - $17.2K
|
300
$41.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-39- 2.23% |
$4.86K - $5.17K
|
1.71K
$238K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-39- 0.46% |
$4.86K - $5.17K
|
8.39K
$1.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.91KNew |
$238K - $253K
|
1.91K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.52K- 43.15% |
$190K - $201K
|
2K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-65- 3.81% |
$8.1K - $8.61K
|
1.64K
$228K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
1.6KNew |
$199K - $212K
|
1.6K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-138- 1.38% |
$17.2K - $18.3K
|
9.85K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-429- 11.54% |
$53.5K - $56.8K
|
3.29K
$457K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-25- 0.48% |
$3.12K - $3.31K
|
5.21K
$725K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-184- 24.12% |
$22.9K - $24.4K
|
579
$80.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
487+ 4.25% |
$60.7K - $64.5K
|
12K
$1.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
225+ 3.27% |
$28K - $29.8K
|
7.1K
$987K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.29K+ 1205.86% |
$410K - $436K
|
3.57K
$496K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-87- 3.88% |
$10.8K - $11.5K
|
2.15K
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$202K - $215K
|
1.62K
$226K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.5K- 48.06% |
$187K - $199K
|
1.62K
$225K
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-351- 5.83% |
$43.7K - $46.5K
|
5.67K
$788K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-169- 2.86% |
$21.1K - $22.4K
|
5.74K
$798K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-191- 20.06% |
$23.8K - $25.3K
|
761
$106K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
78+ 2.31% |
$9.72K - $10.3K
|
3.46K
$480K
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-116- 4.81% |
$14.5K - $15.4K
|
2.3K
$320K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-21- 0.72% |
$2.62K - $2.78K
|
2.91K
$404K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-100- 1.62% |
$12.5K - $13.2K
|
6.05K
$842K
|