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 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.87KClosed |
$222K - $242K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
158New |
$18.8K - $20.4K
|
158
$21.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.69KNew |
$200K - $218K
|
1.69K
$234K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.36KClosed |
$281K - $305K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-10- 0.39% |
$1.19K - $1.29K
|
2.57K
$356K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-425Closed |
$50.5K - $54.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-20Closed |
$2.38K - $2.58K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-99Closed |
$11.8K - $12.8K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-134Closed |
$15.9K - $17.3K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-6.43KClosed |
$764K - $830K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
4.73KNew |
$562K - $611K
|
4.73K
$656K
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-2.81KClosed |
$334K - $363K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.82KClosed |
$216K - $235K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-25KClosed |
$2.93M - $3.14M
|
0
$0
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.33KClosed |
$390K - $419K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.07KClosed |
$125K - $134K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.6K- 24.27% |
$188K - $201K
|
5K
$693K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-241Closed |
$28.2K - $30.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
44.7KNew |
$5.23M - $5.62M
|
44.7K
$6.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.27KClosed |
$266K - $285K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-232Closed |
$27.2K - $29.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-342Closed |
$40.1K - $43K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.88KClosed |
$221K - $237K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-766Closed |
$89.7K - $96.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-11.8KClosed |
$1.38M - $1.48M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42KClosed |
$4.92M - $5.28M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-310Closed |
$36.3K - $39K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-102- 71.83% |
$11.9K - $12.8K
|
40
$5.55K
|
|
|
Nov 08, 2021
Q3 2021
|
Dash Acquisitions Inc.
|
SELL
|
- |
-1.65KClosed |
$193K - $207K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-25.3K- 87.64% |
$2.97M - $3.19M
|
3.58K
$496K
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-2.31KClosed |
$271K - $291K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-255Closed |
$29.9K - $32.1K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-124Closed |
$14.5K - $15.6K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.71KClosed |
$201K - $216K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
376+ 22.08% |
$44K - $47.3K
|
2.08K
$288K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-140Closed |
$16.4K - $17.6K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
13KNew |
$1.52M - $1.64M
|
13K
$1.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-21Closed |
$2.46K - $2.64K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-3.45K- 64.44% |
$404K - $433K
|
1.9K
$264K
|
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.32KClosed |
$272K - $292K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.82KNew |
$213K - $229K
|
1.82K
$253K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.65KClosed |
$193K - $207K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 09, 2024
Q2 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.36KClosed |
$399K - $429K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.24KClosed |
$266K - $285K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-16.4KClosed |
$1.95M - $2.09M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
17.3KNew |
$2.05M - $2.2M
|
17.3K
$2.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-11.6KClosed |
$1.37M - $1.47M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-10.6KClosed |
$1.26M - $1.35M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Independent Family Office, LLC
|
SELL
|
- |
-2.77KClosed |
$328K - $353K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
500New |
$59.4K - $63.7K
|
500
$69.3K
|
|