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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 29, 2020
Q1 2020
|
America First Investment Advisors, LLC
|
SELL
|
- |
-28Closed |
$1.91K - $3.05K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-2.89KClosed |
$197K - $315K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Altus Wealth Management, LLC
|
SELL
|
- |
-103KClosed |
$7.01M - $11.2M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.54KClosed |
$105K - $167K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
G&S Capital LLC
|
SELL
|
- |
-221Closed |
$15.1K - $24K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-28Closed |
$1.91K - $3.05K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.22KClosed |
$220K - $350K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-159KClosed |
$10.8M - $17.3M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-9.09KClosed |
$620K - $989K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-100- 7.18% |
$6.83K - $10.9K
|
1.29K
$179K
|
|
|
Apr 16, 2020
Q1 2020
|
Ma Private Wealth
|
SELL
|
- |
-1.99KClosed |
$136K - $216K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
F3 Logic, LLC
|
SELL
|
- |
-3.24KClosed |
$221K - $352K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Churchill Management Corp
|
SELL
|
- |
-208KClosed |
$14.2M - $22.6M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-4.1KClosed |
$280K - $446K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-2.54KClosed |
$173K - $276K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-2.97KClosed |
$202K - $322K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 21, 2020
Q4 2019
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
8.19KNew |
$809K - $883K
|
8.19K
$1.14M
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.77KClosed |
$471K - $514K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-2.48KClosed |
$245K - $267K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.94KClosed |
$389K - $424K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-130Closed |
$12.8K - $14K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Chase Investment Counsel Corp
|
SELL
|
- |
-5.46KClosed |
$539K - $588K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Pacifica Partners Inc.
|
BUY
|
- |
267New |
$26.4K - $28.8K
|
267
$37K
|
|
|
Feb 04, 2020
Q4 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.77KClosed |
$569K - $621K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-110Closed |
$10.9K - $11.9K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
100New |
$9.87K - $10.8K
|
100
$13.9K
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-204Closed |
$20.1K - $22K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-840Closed |
$82.9K - $90.5K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.53KClosed |
$249K - $272K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-2.4KClosed |
$237K - $259K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-564Closed |
$55.7K - $60.8K
|
0
$0
|
|
|
Jan 02, 2020
Q4 2019
|
Park National Corp
|
SELL
|
- |
-1.97KClosed |
$195K - $212K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.89KClosed |
$293K - $300K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-500Closed |
$50.8K - $51.9K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.84KClosed |
$289K - $295K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-11Closed |
$1.12K - $1.14K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.3KClosed |
$132K - $135K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-127KClosed |
$12.9M - $13.2M
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Dorsey Wright & Associates
|
SELL
|
- |
-32.9KClosed |
$3.35M - $3.42M
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.5KClosed |
$254K - $260K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-13.1KClosed |
$1.33M - $1.36M
|
0
$0
|
|