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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
27New |
$3.4K - $3.84K
|
27
$3.77K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-633- 6.12% |
$79.7K - $89.9K
|
9.7K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-148- 0.16% |
$18.6K - $21K
|
94.6K
$13.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8.17K- 2.69% |
$1.03M - $1.16M
|
295K
$41.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-376- 1.13% |
$47.4K - $53.4K
|
32.9K
$4.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.34K- 29.05% |
$169K - $190K
|
3.27K
$457K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.46KNew |
$183K - $207K
|
1.46K
$203K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.56K- 35.94% |
$196K - $221K
|
2.77K
$387K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-110K- 95.75% |
$13.9M - $15.7M
|
4.9K
$684K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-422- 10.72% |
$53.2K - $59.9K
|
3.51K
$491K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-660- 5.98% |
$83.1K - $93.7K
|
10.4K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-17- 0.75% |
$2.14K - $2.41K
|
2.25K
$315K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.11% |
$504 - $568
|
3.51K
$490K
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
67KNew |
$8.44M - $9.52M
|
67K
$9.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
50New |
$6.3K - $7.1K
|
50
$6.98K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.2K- 1.83% |
$3.04M - $3.43M
|
1.3M
$181M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.16K- 14.61% |
$146K - $164K
|
6.76K
$944K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-404- 3.14% |
$50.9K - $57.4K
|
12.5K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
125New |
$15.7K - $17.8K
|
125
$17.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.68K- 5.45% |
$211K - $238K
|
29.1K
$4.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.18% |
$378 - $426
|
1.66K
$232K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.72KNew |
$343K - $387K
|
2.72K
$380K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-83- 0.92% |
$10.5K - $11.8K
|
8.96K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
122+ 0.61% |
$15.4K - $17.3K
|
20.2K
$2.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10+ 0.27% |
$1.26K - $1.42K
|
3.74K
$522K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
203+ 2.89% |
$25.6K - $28.8K
|
7.23K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-581- 1.21% |
$73.2K - $82.5K
|
47.5K
$6.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.5KNew |
$189K - $213K
|
1.5K
$210K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
112+ 1.04% |
$14.1K - $15.9K
|
10.9K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-1.75K- 2.62% |
$221K - $249K
|
65.2K
$9.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-222- 9.93% |
$28K - $31.5K
|
2.01K
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.16K- 7.18% |
$145K - $164K
|
14.9K
$2.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
574+ 20.96% |
$72.3K - $81.5K
|
3.31K
$463K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2+ 0.04% |
$252 - $284
|
4.64K
$647K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.11K- 36.37% |
$265K - $299K
|
3.68K
$514K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-35- 0.9% |
$4.41K - $4.97K
|
3.85K
$538K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-20- 0.13% |
$2.52K - $2.84K
|
14.9K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-29.2K- 87.88% |
$3.68M - $4.15M
|
4.03K
$563K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-50- 1.39% |
$6.3K - $7.1K
|
3.55K
$496K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-500- 10.76% |
$63K - $71K
|
4.15K
$579K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-426- 2.32% |
$53.7K - $60.5K
|
18K
$2.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-242- 9.38% |
$30.5K - $34.4K
|
2.34K
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
312+ 3.01% |
$39.3K - $44.3K
|
10.7K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-79- 1.48% |
$9.95K - $11.2K
|
5.24K
$732K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.64K- 2.78% |
$206K - $233K
|
57.2K
$7.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-100- 1.55% |
$12.6K - $14.2K
|
6.37K
$889K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.5K- 2.61% |
$314K - $355K
|
93.1K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.2K- 5.19% |
$151K - $170K
|
21.9K
$3.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.89K- 10.84% |
$237K - $268K
|
15.5K
$2.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.34K- 49.98% |
$168K - $190K
|
1.34K
$187K
|