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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
842New |
$103K - $111K
|
842
$117K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
10+ 7.75% |
$1.22K - $1.31K
|
139
$19.3K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
6.26KNew |
$765K - $821K
|
6.26K
$870K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
215New |
$26.3K - $28.2K
|
215
$29.9K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.71KNew |
$209K - $224K
|
1.71K
$237K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-757- 7.26% |
$92.6K - $99.3K
|
9.68K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
73New |
$8.93K - $9.58K
|
73
$10.2K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-40- 0.55% |
$4.89K - $5.25K
|
7.28K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.3K- 2.4% |
$159K - $171K
|
53.1K
$7.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-68- 11.79% |
$8.32K - $8.92K
|
509
$70.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1New |
$122 - $131
|
1
$139
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.95KNew |
$360K - $387K
|
2.95K
$410K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28New |
$3.42K - $3.67K
|
28
$3.89K
|
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-1.47K- 26.81% |
$179K - $192K
|
4K
$556K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-25- 0.12% |
$3.06K - $3.28K
|
21K
$2.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-133- 17.66% |
$16.3K - $17.5K
|
620
$86.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.07K- 9.84% |
$131K - $141K
|
9.84K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
2.25KNew |
$275K - $295K
|
2.25K
$313K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
218+ 52.4% |
$26.7K - $28.6K
|
634
$88.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.84KNew |
$225K - $241K
|
1.84K
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-37- 33.04% |
$4.52K - $4.86K
|
75
$10.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-81- 9.04% |
$9.9K - $10.6K
|
815
$113K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
48+ 0.47% |
$5.87K - $6.3K
|
10.2K
$1.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-750- 27.33% |
$91.7K - $98.4K
|
1.99K
$277K
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-62- 0.89% |
$7.58K - $8.14K
|
6.9K
$960K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1K- 19.14% |
$122K - $131K
|
4.22K
$587K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-140- 4.25% |
$17.1K - $18.4K
|
3.16K
$439K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1K- 52.63% |
$122K - $131K
|
900
$125K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-155- 35.8% |
$19K - $20.3K
|
278
$38.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-311- 7.66% |
$38K - $40.8K
|
3.75K
$521K
|
|
|
Apr 17, 2024
Q1 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
3.8KNew |
$465K - $499K
|
3.8K
$528K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-900- 27.07% |
$110K - $118K
|
2.43K
$337K
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.6KNew |
$196K - $210K
|
1.6K
$222K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
75+ 3.08% |
$9.17K - $9.84K
|
2.51K
$350K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 61.19% |
$5.01K - $5.38K
|
108
$15K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.6KNew |
$196K - $210K
|
1.6K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
22.9KNew |
$2.8M - $3M
|
22.9K
$3.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-56- 2.46% |
$6.85K - $7.35K
|
2.22K
$309K
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.4K- 14.36% |
$416K - $446K
|
20.3K
$2.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-35- 1.7% |
$4.28K - $4.59K
|
2.02K
$281K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
400+ 16.81% |
$48.9K - $52.5K
|
2.78K
$387K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-10- 0.46% |
$1.22K - $1.31K
|
2.15K
$299K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-117- 6.12% |
$14.3K - $15.4K
|
1.8K
$250K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-60- 30.61% |
$7.34K - $7.87K
|
136
$18.9K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-226- 6.98% |
$27.6K - $29.7K
|
3.01K
$419K
|
|
| Q4 2023 | |||||||
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-76.2KClosed |
$8.4M - $9.57M
|
0
$0
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
445New |
$49K - $55.9K
|
445
$61.9K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.69KNew |
$186K - $212K
|
1.69K
$235K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.3K- 47.01% |
$143K - $163K
|
1.46K
$203K
|
|