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 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
102New |
$13.4K - $14.7K
|
102
$14.1K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
15+ 0.79% |
$1.97K - $2.16K
|
1.91K
$264K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-9- 0.12% |
$1.18K - $1.3K
|
7.48K
$1.03M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-16.1K- 4.65% |
$2.12M - $2.32M
|
331K
$45.8M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.3K- 3.43% |
$1.75M - $1.92M
|
375K
$51.9M
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-20- 0.21% |
$2.63K - $2.88K
|
9.49K
$1.31M
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-379- 1.26% |
$49.9K - $54.6K
|
29.6K
$4.09M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-874- 0.94% |
$115K - $126K
|
92.1K
$12.7M
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-172- 1.75% |
$22.6K - $24.8K
|
9.64K
$1.33M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11+ 0.42% |
$1.45K - $1.58K
|
2.6K
$360K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59K+ 2.11% |
$7.77M - $8.5M
|
2.86M
$396M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.44K+ 4.88% |
$190K - $207K
|
31K
$4.28M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-503K- 97.42% |
$66.3M - $72.5M
|
13.3K
$1.84M
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.9KNew |
$250K - $274K
|
1.9K
$263K
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-401- 6.49% |
$52.8K - $57.7K
|
5.78K
$799K
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-405- 1.66% |
$53.3K - $58.3K
|
24K
$3.32M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.35K- 15.71% |
$309K - $338K
|
12.6K
$1.74M
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
51+ 0.12% |
$6.71K - $7.34K
|
42K
$5.81M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.77K+ 13.08% |
$233K - $255K
|
15.3K
$2.12M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.67KNew |
$220K - $240K
|
1.67K
$231K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.52K- 3.15% |
$463K - $507K
|
108K
$14.9M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
27+ 0.37% |
$3.55K - $3.89K
|
7.28K
$1.01M
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.44KNew |
$453K - $495K
|
3.44K
$475K
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2+ 0.11% |
$263 - $288
|
1.87K
$259K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
41+ 0.76% |
$5.4K - $5.9K
|
5.41K
$748K
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.86KNew |
$903K - $987K
|
6.86K
$948K
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
19.6KNew |
$2.58M - $2.82M
|
19.6K
$2.71M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-378- 60.58% |
$49.8K - $54.4K
|
246
$34K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
56+ 1.41% |
$7.37K - $8.06K
|
4.03K
$557K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.5K+ 2.84% |
$4.01M - $4.39M
|
1.1M
$153M
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
388+ 0.68% |
$51.1K - $55.9K
|
57.6K
$7.96M
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
15.8KNew |
$2.08M - $2.27M
|
15.8K
$2.18M
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
4.39KNew |
$578K - $632K
|
4.39K
$607K
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
10.1KNew |
$1.34M - $1.46M
|
10.1K
$1.4M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51.4K- 22.13% |
$6.77M - $7.4M
|
181K
$25M
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.54K- 22.77% |
$203K - $222K
|
5.22K
$722K
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-452- 0.41% |
$59.5K - $65.1K
|
109K
$15M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.12K+ 0.39% |
$147K - $161K
|
289K
$39.9M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.59KNew |
$209K - $228K
|
1.59K
$219K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-278- 0.99% |
$36.6K - $40K
|
27.9K
$3.86M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-103- 3.26% |
$13.6K - $14.8K
|
3.05K
$422K
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
1.01K+ 20.08% |
$133K - $145K
|
6.03K
$834K
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.72K- 3.88% |
$227K - $248K
|
42.7K
$5.9M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-29- 1.54% |
$3.82K - $4.18K
|
1.86K
$257K
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
41+ 1.75% |
$5.4K - $5.9K
|
2.39K
$330K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-93- 0.93% |
$12.2K - $13.4K
|
9.96K
$1.38M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.55K+ 5.32% |
$599K - $655K
|
90.1K
$12.5M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
510+ 1.32% |
$67.1K - $73.4K
|
39.1K
$5.41M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.85KNew |
$244K - $267K
|
1.85K
$256K
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.78K+ 25.18% |
$234K - $256K
|
8.86K
$1.22M
|