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 |
|---|---|---|---|---|---|---|---|
|
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
$69.1K
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-49Closed |
$5.82K - $6.25K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-42Closed |
$4.99K - $5.35K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-100Closed |
$11.9K - $12.7K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Ballast, Inc.
|
SELL
|
- |
-2.19KClosed |
$260K - $279K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-27- 77.14% |
$3.21K - $3.44K
|
8
$1.11K
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-16Closed |
$1.9K - $2.04K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-75Closed |
$8.91K - $9.56K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.45KClosed |
$172K - $185K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-146Closed |
$17.3K - $18.6K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
12.7KNew |
$1.51M - $1.62M
|
12.7K
$1.76M
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-386Closed |
$40.3K - $46.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.79KClosed |
$291K - $334K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-316Closed |
$33K - $37.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-10.1KClosed |
$1.05M - $1.21M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$189K - $217K
|
1.81K
$250K
|
|
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.47MClosed |
$154M - $176M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
500New |
$52.2K - $59.9K
|
500
$69.1K
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-108Closed |
$11.3K - $12.9K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-30Closed |
$3.13K - $3.59K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-3.56KClosed |
$372K - $426K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-296- 12.69% |
$30.9K - $35.5K
|
2.04K
$282K
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-500Closed |
$52.2K - $59.9K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-367Closed |
$38.3K - $44K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-15.3KClosed |
$1.59M - $1.83M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-49Closed |
$5.12K - $5.87K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Sepio Capital, LP
|
SELL
|
- |
-3.6KClosed |
$376K - $431K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-2.12KClosed |
$222K - $254K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-508Closed |
$53.1K - $60.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10.6KClosed |
$1.11M - $1.27M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.2KClosed |
$125K - $144K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-48Closed |
$5.01K - $5.75K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-12.4KClosed |
$1.29M - $1.48M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-120Closed |
$12.5K - $14.4K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-233Closed |
$24.3K - $27.9K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1KClosed |
$104K - $120K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-134Closed |
$14K - $16.1K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-101Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
515New |
$53.8K - $61.7K
|
515
$71.2K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-154Closed |
$16.1K - $18.4K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
1.88KNew |
$196K - $225K
|
1.88K
$259K
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-179Closed |
$18.7K - $21.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 28, 2025
Q4 2020
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
26.6KNew |
$2.44M - $2.86M
|
26.6K
$3.68M
|
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-100- 5.46% |
$9.18K - $10.7K
|
1.73K
$239K
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-300Closed |
$27.5K - $32.2K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-200Closed |
$18.4K - $21.5K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-346Closed |
$31.7K - $37.1K
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
139New |
$12.8K - $14.9K
|
139
$19.2K
|
|