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 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
390New |
$48.6K - $51.7K
|
390
$54.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 10.0% |
$125 - $132
|
11
$1.55K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
268New |
$33.4K - $35.5K
|
268
$37.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.45K- 84.81% |
$430K - $457K
|
618
$86.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-23- 0.97% |
$2.87K - $3.05K
|
2.36K
$332K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.42KNew |
$301K - $320K
|
2.42K
$340K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 5.92% |
$2.49K - $2.65K
|
358
$50.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
50New |
$6.23K - $6.62K
|
50
$7.03K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-147- 7.8% |
$18.3K - $19.5K
|
1.74K
$244K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
81New |
$10.1K - $10.7K
|
81
$11.4K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
30New |
$3.67K - $3.94K
|
30
$4.22K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
60New |
$7.34K - $7.87K
|
60
$8.44K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.32KNew |
$772K - $829K
|
6.32K
$889K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-115- 4.84% |
$14.1K - $15.1K
|
2.26K
$318K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.15KNew |
$263K - $282K
|
2.15K
$303K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
42+ 8.33% |
$5.14K - $5.51K
|
546
$76.8K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-69- 4.09% |
$8.44K - $9.06K
|
1.62K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
600New |
$73.4K - $78.7K
|
600
$84.4K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
62+ 0.75% |
$7.58K - $8.14K
|
8.32K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.76KNew |
$337K - $362K
|
2.76K
$388K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-156- 9.51% |
$19.1K - $20.5K
|
1.49K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.67KNew |
$1.06M - $1.14M
|
8.67K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-320- 0.62% |
$39.1K - $42K
|
51.2K
$7.2M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-160- 3.99% |
$19.6K - $21K
|
3.85K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
157New |
$19.2K - $20.6K
|
157
$22.1K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-450- 9.68% |
$55K - $59.1K
|
4.2K
$591K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.74KNew |
$458K - $491K
|
3.74K
$526K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26.8K- 5.17% |
$3.27M - $3.51M
|
492K
$69.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.4K+ 79.57% |
$3.97M - $4.26M
|
73.2K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.63KNew |
$199K - $213K
|
1.63K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.74KNew |
$213K - $228K
|
1.74K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-777- 33.51% |
$95K - $102K
|
1.54K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-252- 1.84% |
$30.8K - $33.1K
|
13.4K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-250- 9.15% |
$30.6K - $32.8K
|
2.48K
$349K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-300- 13.64% |
$36.7K - $39.4K
|
1.9K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-224- 10.45% |
$27.4K - $29.4K
|
1.92K
$270K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.85% |
$122 - $131
|
118
$16.6K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
13KNew |
$1.59M - $1.7M
|
13K
$1.83M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.13K- 41.28% |
$138K - $148K
|
1.6K
$225K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-580- 18.59% |
$70.9K - $76.1K
|
2.54K
$357K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.24K- 93.76% |
$518K - $556K
|
282
$39.7K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.76K+ 42.44% |
$215K - $231K
|
5.9K
$830K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 15.03% |
$61.1K - $65.6K
|
2.83K
$398K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-488- 14.4% |
$59.7K - $64K
|
2.9K
$408K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
876+ 22.04% |
$107K - $115K
|
4.85K
$682K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
317New |
$38.8K - $41.6K
|
317
$44.6K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
842New |
$103K - $111K
|
842
$118K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
6.26KNew |
$765K - $821K
|
6.26K
$880K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
215New |
$26.3K - $28.2K
|
215
$30.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.3K- 2.4% |
$159K - $171K
|
53.1K
$7.46M
|
|