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 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-31.2K- 88.79% |
$3.67M - $4.12M
|
3.93K
$545K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.55K- 62.2% |
$300K - $337K
|
1.55K
$215K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.87K- 65.4% |
$338K - $379K
|
1.52K
$210K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
900+ 209.3% |
$106K - $119K
|
1.33K
$184K
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.2KNew |
$259K - $291K
|
2.2K
$305K
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
126New |
$14.8K - $16.7K
|
126
$17.5K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-53- 42.74% |
$6.24K - $7.01K
|
71
$9.84K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
600New |
$70.6K - $79.3K
|
600
$83.2K
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16New |
$1.88K - $2.11K
|
16
$2.22K
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.96KNew |
$584K - $656K
|
4.96K
$688K
|
|
|
May 15, 2023
Q1 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.64KNew |
$193K - $217K
|
1.64K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-13.2K- 30.63% |
$1.56M - $1.75M
|
29.9K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$5.89K - $6.61K
|
50
$6.93K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
915+ 3.26% |
$108K - $121K
|
29K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
6.4KNew |
$754K - $846K
|
6.4K
$887K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
55New |
$6.48K - $7.27K
|
55
$7.63K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.69K+ 10.84% |
$199K - $223K
|
17.2K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.1K+ 17.74% |
$130K - $145K
|
7.3K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-70- 3.28% |
$8.24K - $9.25K
|
2.07K
$287K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
180+ 4.83% |
$21.2K - $23.8K
|
3.91K
$542K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.7KNew |
$200K - $225K
|
1.7K
$236K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.49K- 2.46% |
$176K - $197K
|
59.1K
$8.19M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
31.7KNew |
$3.73M - $4.19M
|
31.7K
$4.39M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$235 - $264
|
2.36K
$328K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-4.15K- 10.45% |
$489K - $549K
|
35.6K
$4.94M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.52KNew |
$297K - $333K
|
2.52K
$350K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
25+ 8.17% |
$2.94K - $3.3K
|
331
$45.9K
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
649+ 0.29% |
$76.4K - $85.8K
|
227K
$31.4M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
70New |
$8.24K - $9.25K
|
70
$9.7K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.62KNew |
$191K - $214K
|
1.62K
$225K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$1.06K - $1.19K
|
9
$1.25K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
605New |
$71.2K - $80K
|
605
$83.9K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
53+ 11.7% |
$6.24K - $7.01K
|
506
$70.2K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
160+ 5.98% |
$18.8K - $21.1K
|
2.84K
$393K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
13+ 0.47% |
$1.53K - $1.72K
|
2.79K
$386K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-275- 7.72% |
$32.4K - $36.3K
|
3.29K
$455K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-60.7K- 53.81% |
$7.14M - $8.02M
|
52.1K
$7.22M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 1.12% |
$1.41K - $1.59K
|
1.06K
$147K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
396+ 12.89% |
$46.6K - $52.3K
|
3.47K
$481K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-280- 13.19% |
$33K - $37K
|
1.84K
$256K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
14.8KNew |
$1.74M - $1.95M
|
14.8K
$2.05M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
72New |
$8.48K - $9.52K
|
72
$9.98K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
206+ 515.0% |
$24.3K - $27.2K
|
246
$34.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
150New |
$17.7K - $19.8K
|
150
$20.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
250New |
$29.4K - $33K
|
250
$34.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.41KNew |
$1.11M - $1.24M
|
9.41K
$1.3M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.8K+ 139900.0% |
$329K - $370K
|
2.8K
$388K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-11.3K- 47.95% |
$1.33M - $1.49M
|
12.2K
$1.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.32% |
$235 - $264
|
623
$86.4K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
294New |
$34.6K - $38.9K
|
294
$40.8K
|