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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-555- 8.45% |
$61.2K - $69.7K
|
6.02K
$836K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-459- 9.45% |
$50.6K - $57.6K
|
4.4K
$611K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
414New |
$45.6K - $52K
|
414
$57.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
269+ 16.42% |
$29.6K - $33.8K
|
1.91K
$265K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 1.72% |
$4.3K - $4.9K
|
2.23K
$310K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
861New |
$94.9K - $108K
|
861
$120K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.6KNew |
$177K - $201K
|
1.6K
$223K
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-125- 6.93% |
$13.8K - $15.7K
|
1.68K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.13KNew |
$345K - $393K
|
3.13K
$436K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
200+ 10.0% |
$22K - $25.1K
|
2.2K
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.29KNew |
$252K - $287K
|
2.29K
$318K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-295- 6.93% |
$32.5K - $37K
|
3.96K
$550K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.33K- 13.39% |
$257K - $293K
|
15.1K
$2.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
51+ 0.57% |
$5.62K - $6.4K
|
8.98K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-19- 1.58% |
$2.09K - $2.39K
|
1.18K
$164K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.96K- 37.7% |
$216K - $247K
|
3.25K
$451K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.7KNew |
$188K - $214K
|
1.7K
$237K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-974- 5.92% |
$107K - $122K
|
15.5K
$2.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
469+ 49.37% |
$51.7K - $58.9K
|
1.42K
$197K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.22K- 6.56% |
$134K - $153K
|
17.3K
$2.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-100- 1.65% |
$11K - $12.6K
|
5.96K
$828K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-175- 5.66% |
$19.3K - $22K
|
2.92K
$405K
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-200- 3.4% |
$22K - $25.1K
|
5.69K
$791K
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
6.69KNew |
$738K - $841K
|
6.69K
$931K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-252- 12.9% |
$27.8K - $31.6K
|
1.7K
$237K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.92KNew |
$211K - $241K
|
1.92K
$267K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
425New |
$46.8K - $53.4K
|
425
$59.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
125New |
$13.8K - $15.7K
|
125
$17.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
116+ 4.23% |
$12.8K - $14.6K
|
2.86K
$397K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-106- 2.52% |
$11.7K - $13.3K
|
4.1K
$571K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
BUY
|
- |
1.71KNew |
$188K - $215K
|
1.71K
$238K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
29+ 0.79% |
$3.2K - $3.64K
|
3.69K
$513K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-171- 8.59% |
$18.8K - $21.5K
|
1.82K
$253K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.88K- 30.39% |
$208K - $236K
|
4.31K
$600K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
32.6KNew |
$3.59M - $4.09M
|
32.6K
$4.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.02K- 45.35% |
$332K - $379K
|
3.63K
$505K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-4- 0.24% |
$441 - $502
|
1.68K
$234K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 0.74% |
$2.2K - $2.51K
|
2.72K
$379K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
349+ 6.83% |
$38.5K - $43.8K
|
5.46K
$759K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-291- 7.93% |
$32.1K - $36.5K
|
3.38K
$470K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-106- 3.25% |
$11.7K - $13.3K
|
3.16K
$439K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-83- 2.07% |
$9.15K - $10.4K
|
3.93K
$546K
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
15.1K+ 391.34% |
$1.66M - $1.9M
|
19K
$2.64M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.58K- 10.11% |
$1.06M - $1.2M
|
85.2K
$11.8M
|
|
| Q3 2023 | |||||||
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 2.44% |
$115 - $128
|
42
$5.84K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
174+ 4.51% |
$20K - $22.2K
|
4.03K
$561K
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.68K- 11.82% |
$308K - $342K
|
20K
$2.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4+ 0.2% |
$460 - $510
|
1.97K
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7.5KNew |
$863K - $957K
|
7.5K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
321+ 103.22% |
$36.9K - $41K
|
632
$87.9K
|
|