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 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.91K+ 624.59% |
$215K - $251K
|
2.21K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.85KNew |
$208K - $243K
|
1.85K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.01K- 2.04% |
$114K - $133K
|
48.5K
$6.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-62- 9.37% |
$6.98K - $8.16K
|
600
$84.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-232- 12.29% |
$26.1K - $30.5K
|
1.66K
$234K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
300+ 11.06% |
$33.8K - $39.5K
|
3.01K
$426K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.73KNew |
$195K - $228K
|
1.73K
$245K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
1.74KNew |
$196K - $229K
|
1.74K
$247K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.89K+ 37.29% |
$213K - $249K
|
6.96K
$985K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
985New |
$111K - $130K
|
985
$139K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.78KNew |
$538K - $629K
|
4.78K
$676K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$11.3K - $13.2K
|
100
$14.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
270New |
$30.4K - $35.5K
|
270
$38.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.9KNew |
$214K - $249K
|
1.9K
$268K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
32.2K+ 23.51% |
$3.63M - $4.24M
|
169K
$23.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-151- 6.29% |
$17K - $19.9K
|
2.25K
$318K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-3K- 59.0% |
$338K - $395K
|
2.09K
$295K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
1.63KNew |
$184K - $215K
|
1.63K
$231K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4.68K+ 21.83% |
$527K - $616K
|
26.1K
$3.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.36KNew |
$153K - $178K
|
1.36K
$192K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
158+ 6.89% |
$17.8K - $20.8K
|
2.45K
$347K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.4KNew |
$270K - $315K
|
2.4K
$339K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.81K- 1.33% |
$542K - $633K
|
358K
$50.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-78- 3.79% |
$8.79K - $10.3K
|
1.98K
$280K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
582New |
$65.6K - $76.6K
|
582
$82.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$260K - $304K
|
2.31K
$327K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.29KNew |
$145K - $169K
|
1.29K
$182K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-69- 3.0% |
$7.77K - $9.08K
|
2.23K
$315K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.37KNew |
$605K - $707K
|
5.37K
$760K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
900New |
$101K - $118K
|
900
$127K
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.71KNew |
$193K - $225K
|
1.71K
$242K
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-600- 16.38% |
$67.6K - $78.9K
|
3.06K
$434K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.4K- 25.0% |
$1.28M - $1.49M
|
34.1K
$4.82M
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.66K+ 56.71% |
$187K - $218K
|
4.58K
$648K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1.61KNew |
$181K - $211K
|
1.61K
$227K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.92KNew |
$216K - $252K
|
1.92K
$271K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-425- 19.95% |
$47.9K - $55.9K
|
1.71K
$241K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.73K- 50.78% |
$195K - $228K
|
1.68K
$238K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
2.44K+ 12.66% |
$275K - $321K
|
21.7K
$3.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-763- 61.63% |
$86K - $100K
|
475
$67.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.69KNew |
$191K - $223K
|
1.69K
$239K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-977- 6.79% |
$110K - $129K
|
13.4K
$1.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
72New |
$8.11K - $9.47K
|
72
$10.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
4.5KNew |
$507K - $592K
|
4.5K
$637K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.01KNew |
$339K - $395K
|
3.01K
$425K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$202K - $235K
|
1.79K
$253K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.67% |
$1.92K - $2.24K
|
2.52K
$357K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
47.9K+ 159.51% |
$5.39M - $6.3M
|
77.9K
$11M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
200New |
$22.5K - $26.3K
|
200
$28.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
90+ 26.01% |
$10.1K - $11.8K
|
436
$61.7K
|