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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-1.47K- 26.81% |
$179K - $192K
|
4K
$555K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-25- 0.12% |
$3.06K - $3.28K
|
21K
$2.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-133- 17.66% |
$16.3K - $17.5K
|
620
$86K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.07K- 9.84% |
$131K - $141K
|
9.84K
$1.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
218+ 52.4% |
$26.7K - $28.6K
|
634
$87.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-81- 9.04% |
$9.9K - $10.6K
|
815
$113K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-750- 27.33% |
$91.7K - $98.4K
|
1.99K
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-62- 0.89% |
$7.58K - $8.14K
|
6.9K
$957K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1K- 19.14% |
$122K - $131K
|
4.22K
$586K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-140- 4.25% |
$17.1K - $18.4K
|
3.16K
$438K
|
|
|
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
$38.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
3.8KNew |
$465K - $499K
|
3.8K
$527K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-900- 27.07% |
$110K - $118K
|
2.43K
$336K
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.6KNew |
$196K - $210K
|
1.6K
$222K
|
|
|
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
$3.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-56- 2.46% |
$6.85K - $7.35K
|
2.22K
$308K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-117- 6.12% |
$14.3K - $15.4K
|
1.8K
$249K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-60- 30.61% |
$7.34K - $7.87K
|
136
$18.9K
|
|
| Q4 2023 | |||||||
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.3K- 51.95% |
$254K - $289K
|
2.13K
$295K
|
|
|
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
$61.7K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.3K- 47.01% |
$143K - $163K
|
1.46K
$202K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
6.94KNew |
$765K - $872K
|
6.94K
$962K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.09KNew |
$341K - $388K
|
3.09K
$429K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.45KNew |
$160K - $182K
|
1.45K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.12KNew |
$123K - $140K
|
1.12K
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
145New |
$16K - $18.2K
|
145
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
11KNew |
$1.21M - $1.38M
|
11K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.62KNew |
$179K - $204K
|
1.62K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
16.3KNew |
$1.79M - $2.04M
|
16.3K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
778New |
$85.7K - $97.7K
|
778
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2KNew |
$220K - $251K
|
2K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.08% |
$110 - $126
|
94
$13K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
120New |
$13.2K - $15.1K
|
120
$16.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 3.45% |
$110 - $126
|
30
$4.16K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
357New |
$39.3K - $44.8K
|
357
$49.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.3KNew |
$2.01M - $2.29M
|
18.3K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1- 0.05% |
$110 - $126
|
1.93K
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-98- 5.35% |
$10.8K - $12.3K
|
1.73K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.52KNew |
$388K - $442K
|
3.52K
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.64KNew |
$181K - $206K
|
1.64K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-485- 41.35% |
$53.4K - $60.9K
|
688
$95.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.14KNew |
$346K - $394K
|
3.14K
$435K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.32% |
$771 - $879
|
2.17K
$301K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$237K - $270K
|
2.15K
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-36- 1.12% |
$3.97K - $4.52K
|
3.18K
$441K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-686- 3.51% |
$75.6K - $86.1K
|
18.9K
$2.62M
|
|