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 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-401- 2.91% |
$52.8K - $57.7K
|
13.4K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-128- 0.62% |
$16.9K - $18.4K
|
20.5K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-44- 0.47% |
$5.79K - $6.34K
|
9.33K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
10.6K+ 1.43% |
$1.4M - $1.53M
|
755K
$104M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
146+ 0.9% |
$19.2K - $21K
|
16.3K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.26K+ 7.03% |
$166K - $182K
|
19.2K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
12.6K+ 308.4% |
$1.66M - $1.82M
|
16.7K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
107New |
$14.1K - $15.4K
|
107
$14.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-259- 1.54% |
$34.1K - $37.3K
|
16.5K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.1% |
$790 - $864
|
6.15K
$851K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-21- 0.34% |
$2.76K - $3.02K
|
6.18K
$854K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.02K- 3.33% |
$134K - $147K
|
29.6K
$4.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
55+ 0.59% |
$7.24K - $7.92K
|
9.44K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.07K- 6.59% |
$404K - $442K
|
43.5K
$6.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
69+ 0.18% |
$9.08K - $9.94K
|
38.9K
$5.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
495New |
$65.2K - $71.3K
|
495
$68.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.13K- 1.78% |
$1.07M - $1.17M
|
449K
$62.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
426+ 4.08% |
$56.1K - $61.3K
|
10.9K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
258New |
$34K - $37.2K
|
258
$35.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$132 - $144
|
2.13K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.1KNew |
$1.07M - $1.17M
|
8.1K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.6K+ 12.6% |
$6.93M - $7.58M
|
470K
$65M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.22K- 13.64% |
$161K - $176K
|
7.74K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-221- 82.16% |
$29.1K - $31.8K
|
48
$6.64K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.01K+ 49.03% |
$133K - $146K
|
3.08K
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-7.74K- 8.51% |
$1.02M - $1.11M
|
83.2K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
110+ 6.59% |
$14.5K - $15.8K
|
1.78K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.17K- 3.91% |
$154K - $168K
|
28.8K
$3.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
85+ 0.78% |
$11.2K - $12.2K
|
11K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-241- 1.95% |
$31.7K - $34.7K
|
12.1K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
177KNew |
$23.4M - $25.5M
|
177K
$24.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
490+ 2.44% |
$64.5K - $70.6K
|
20.6K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.1K- 6.01% |
$671K - $734K
|
79.7K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-148- 8.57% |
$19.5K - $21.3K
|
1.58K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
14+ 0.14% |
$1.84K - $2.02K
|
10.4K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
66+ 1.21% |
$8.69K - $9.5K
|
5.54K
$765K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-107- 1.24% |
$14.1K - $15.4K
|
8.53K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 10.38% |
$187K - $204K
|
15.1K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.56K+ 0.85% |
$600K - $657K
|
542K
$75M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
110+ 1.73% |
$14.5K - $15.8K
|
6.46K
$893K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
68+ 0.37% |
$8.95K - $9.79K
|
18.3K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
183+ 10.94% |
$24.1K - $26.4K
|
1.86K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.3K- 9.61% |
$172K - $188K
|
12.3K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12.5K- 43.85% |
$1.64M - $1.8M
|
16K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.34K+ 1.23% |
$176K - $192K
|
110K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-954- 27.89% |
$126K - $137K
|
2.47K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
19.4KNew |
$2.56M - $2.8M
|
19.4K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 38.63% |
$227K - $249K
|
6.19K
$857K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.4KNew |
$184K - $202K
|
1.4K
$194K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
67New |
$8.82K - $9.65K
|
67
$9.27K
|