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
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-180- 75.95% |
$22.4K - $23.8K
|
57
$7.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-911- 6.86% |
$114K - $121K
|
12.4K
$1.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
158+ 8.62% |
$19.7K - $20.9K
|
1.99K
$276K
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-135- 6.11% |
$16.8K - $17.9K
|
2.08K
$288K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3- 0.11% |
$374 - $397
|
2.74K
$380K
|
|
|
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
|
Camden Capital, LLC
|
SELL
|
- |
-771- 15.88% |
$96.1K - $102K
|
4.09K
$566K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
812+ 15.64% |
$101K - $108K
|
6K
$832K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-300- 14.8% |
$37.4K - $39.7K
|
1.73K
$239K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 4.28% |
$12.5K - $13.2K
|
2.24K
$310K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-360- 88.45% |
$44.9K - $47.7K
|
47
$6.52K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 1.29% |
$498 - $530
|
314
$43.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-353- 9.64% |
$44K - $46.8K
|
3.31K
$459K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-91- 5.19% |
$11.3K - $12.1K
|
1.66K
$231K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.52K- 43.15% |
$190K - $201K
|
2K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
1.6KNew |
$199K - $212K
|
1.6K
$221K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.29K+ 1205.86% |
$410K - $436K
|
3.57K
$494K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-87- 3.88% |
$10.8K - $11.5K
|
2.15K
$299K
|
|
|
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
$479K
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-116- 4.81% |
$14.5K - $15.4K
|
2.3K
$319K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-21- 0.72% |
$2.62K - $2.78K
|
2.91K
$403K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
77+ 9.86% |
$9.59K - $10.2K
|
858
$119K
|
|
|
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
$116K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-9- 1.16% |
$1.12K - $1.19K
|
768
$106K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-50- 1.48% |
$6.23K - $6.62K
|
3.32K
$460K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
5.11KNew |
$637K - $677K
|
5.11K
$709K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-230- 12.89% |
$28.7K - $30.5K
|
1.56K
$216K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 14.71% |
$6.23K - $6.62K
|
290
$40.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
441New |
$54.9K - $58.4K
|
441
$61.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
300+ 10.52% |
$37.4K - $39.7K
|
3.15K
$437K
|
|
|
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
$22.3K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-20- 0.57% |
$2.49K - $2.65K
|
3.5K
$486K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-568- 35.08% |
$70.8K - $75.2K
|
1.05K
$146K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
145+ 6.81% |
$18.1K - $19.2K
|
2.27K
$315K
|
|
|
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
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
390New |
$48.6K - $51.7K
|
390
$54.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 10.0% |
$125 - $132
|
11
$1.53K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
268New |
$33.4K - $35.5K
|
268
$37.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.45K- 84.81% |
$430K - $457K
|
618
$85.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-23- 0.97% |
$2.87K - $3.05K
|
2.36K
$327K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.42KNew |
$301K - $320K
|
2.42K
$335K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 5.92% |
$2.49K - $2.65K
|
358
$49.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
50New |
$6.23K - $6.62K
|
50
$6.93K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-147- 7.8% |
$18.3K - $19.5K
|
1.74K
$241K
|