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 17, 2024
Q3 2020
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-121Closed |
$10.7K - $11.9K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-46.7KClosed |
$4.12M - $4.59M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
104New |
$9.18K - $10.2K
|
104
$14.5K
|
|
Nov 12, 2020
Q3 2020
|
Barings LLC
|
SELL
|
- |
-11.3KClosed |
$999K - $1.11M
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-58Closed |
$5.12K - $5.7K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-231KClosed |
$20.4M - $22.7M
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-664Closed |
$58.6K - $65.3K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-6.84KClosed |
$603K - $672K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-625Closed |
$55.2K - $61.5K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.83KClosed |
$161K - $180K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-4.23KClosed |
$373K - $416K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.68K+ 7.43% |
$432K - $572K
|
82.1K
$11.4M
|
|
Aug 19, 2020
Q2 2020
|
Advisory Resource Group
|
SELL
|
- |
-18.3KClosed |
$1.39M - $1.84M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-76Closed |
$5.79K - $7.65K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.52KClosed |
$192K - $253K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7.94KClosed |
$604K - $799K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.76KClosed |
$210K - $277K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Xr Securities LLC
|
SELL
|
- |
-38.9KClosed |
$2.96M - $3.92M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-1.09KClosed |
$82.6K - $109K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-143KClosed |
$10.9M - $14.4M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-200Closed |
$15.2K - $20.1K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-225- 32.14% |
$17.1K - $22.7K
|
475
$66K
|
|
Aug 05, 2020
Q2 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.67KClosed |
$279K - $369K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Karp Capital Management Corp
|
SELL
|
- |
-2.89KClosed |
$220K - $291K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.08KClosed |
$235K - $310K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Bray Capital Advisors
|
SELL
|
- |
-3.21K- 84.26% |
$245K - $323K
|
600
$83.4K
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-53Closed |
$4.04K - $5.34K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-53Closed |
$4.04K - $5.34K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-94Closed |
$7.16K - $9.46K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Burleson & Company, LLC
|
SELL
|
- |
-681- 11.02% |
$46.5K - $74.1K
|
5.5K
$765K
|
|
May 15, 2020
Q1 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-320Closed |
$21.8K - $34.8K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-16.6KClosed |
$1.13M - $1.8M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-42.7KClosed |
$2.91M - $4.64M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.9KClosed |
$129K - $206K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9.51KClosed |
$649K - $1.03M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.74KClosed |
$187K - $297K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.7KClosed |
$184K - $294K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-7.75KClosed |
$529K - $842K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tran Capital Management, L.P.
|
SELL
|
- |
-3.05KClosed |
$208K - $332K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brickley Wealth Management
|
SELL
|
- |
-4KClosed |
$273K - $435K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-119KClosed |
$8.13M - $13M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-2.61KClosed |
$178K - $284K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-6.73KClosed |
$459K - $732K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.49KClosed |
$170K - $271K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-9.4KClosed |
$642K - $1.02M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Todd Asset Management LLC
|
SELL
|
- |
-41.7KClosed |
$2.85M - $4.53M
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.32KClosed |
$295K - $470K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.04KClosed |
$139K - $221K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-176KClosed |
$12M - $19.1M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-2KClosed |
$137K - $218K
|
0
$0
|