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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
77+ 9.86% |
$9.59K - $10.2K
|
858
$119K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-156- 6.12% |
$19.4K - $20.7K
|
2.39K
$333K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-40- 0.76% |
$4.98K - $5.3K
|
5.2K
$722K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-410- 23.48% |
$51.1K - $54.3K
|
1.34K
$186K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.76KNew |
$219K - $233K
|
1.76K
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-121- 5.85% |
$15.1K - $16K
|
1.95K
$271K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
118New |
$14.7K - $15.6K
|
118
$16.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-3.68K- 81.44% |
$459K - $488K
|
839
$117K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
81+ 1.29% |
$10.1K - $10.7K
|
6.36K
$885K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-9- 1.16% |
$1.12K - $1.19K
|
768
$107K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.61% |
$125 - $132
|
63
$8.76K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-50- 1.48% |
$6.23K - $6.62K
|
3.32K
$462K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
106+ 2.42% |
$13.2K - $14K
|
4.49K
$625K
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-3.89K- 31.99% |
$485K - $516K
|
8.28K
$1.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-162- 3.07% |
$20.2K - $21.5K
|
5.11K
$711K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
5.11KNew |
$637K - $677K
|
5.11K
$711K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-230- 12.89% |
$28.7K - $30.5K
|
1.56K
$216K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
152+ 3.51% |
$18.9K - $20.1K
|
4.48K
$623K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
235+ 11.16% |
$29.3K - $31.1K
|
2.34K
$325K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 14.71% |
$6.23K - $6.62K
|
290
$40.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
441New |
$54.9K - $58.4K
|
441
$61.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
300+ 10.52% |
$37.4K - $39.7K
|
3.15K
$438K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 1.71% |
$249 - $265
|
119
$16.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-47- 22.6% |
$5.86K - $6.23K
|
161
$22.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4+ 0.19% |
$498 - $530
|
2.07K
$288K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-20- 0.57% |
$2.49K - $2.65K
|
3.5K
$487K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-568- 35.08% |
$70.8K - $75.2K
|
1.05K
$146K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-200- 11.37% |
$24.9K - $26.5K
|
1.56K
$217K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
145+ 6.81% |
$18.1K - $19.2K
|
2.27K
$316K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-202- 1.28% |
$25.2K - $26.8K
|
15.6K
$2.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3.93K- 34.18% |
$490K - $521K
|
7.57K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-92- 5.26% |
$11.5K - $12.2K
|
1.66K
$230K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.83KNew |
$228K - $243K
|
1.83K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
390New |
$48.6K - $51.7K
|
390
$54.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 10.0% |
$125 - $132
|
11
$1.53K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.22KNew |
$276K - $293K
|
2.22K
$308K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
268New |
$33.4K - $35.5K
|
268
$37.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.45K- 84.81% |
$430K - $457K
|
618
$85.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-188- 4.89% |
$23.4K - $24.9K
|
3.66K
$508K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-23- 0.97% |
$2.87K - $3.05K
|
2.36K
$328K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-550- 42.31% |
$68.5K - $72.9K
|
750
$104K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.42KNew |
$301K - $320K
|
2.42K
$336K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 5.92% |
$2.49K - $2.65K
|
358
$49.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
50New |
$6.23K - $6.62K
|
50
$6.95K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-147- 7.8% |
$18.3K - $19.5K
|
1.74K
$242K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
81New |
$10.1K - $10.7K
|
81
$11.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-337- 5.97% |
$42K - $44.6K
|
5.31K
$738K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
60New |
$7.34K - $7.87K
|
60
$8.34K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.32KNew |
$772K - $829K
|
6.32K
$878K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-115- 4.84% |
$14.1K - $15.1K
|
2.26K
$314K
|
|