Latest Institutional Purchases of Spdr Series Tr Spdr S&P Divide (SDY)
This list provides information on the latest institutional transactions involving Spdr Series Tr Spdr S&P Divide (SDY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 2.44% |
$115 - $128
|
42
$5.98K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1+ 0.83% |
$115 - $128
|
121
$17.2K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
50KNew |
$5.87M - $6.25M
|
50K
$7.12M
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
40.2KNew |
$4.72M - $5.02M
|
40.2K
$5.72M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
36.5K+ 4.91% |
$4.28M - $4.56M
|
780K
$111M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
12.1KNew |
$1.42M - $1.52M
|
12.1K
$1.73M
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.29KNew |
$1.09M - $1.16M
|
9.29K
$1.32M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.18KNew |
$491K - $523K
|
4.18K
$595K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.63KNew |
$426K - $454K
|
3.63K
$517K
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
3.5KNew |
$411K - $437K
|
3.5K
$498K
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.46KNew |
$406K - $433K
|
3.46K
$493K
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
2.8KNew |
$328K - $350K
|
2.8K
$398K
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$296K - $315K
|
2.52K
$359K
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.52KNew |
$295K - $315K
|
2.52K
$358K
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.27KNew |
$266K - $284K
|
2.27K
$323K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.98KNew |
$232K - $247K
|
1.98K
$281K
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.89KNew |
$222K - $236K
|
1.89K
$269K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.8K+ 64.29% |
$211K - $225K
|
4.6K
$655K
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.74KNew |
$204K - $218K
|
1.74K
$248K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
1.73KNew |
$202K - $216K
|
1.73K
$245K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
640+ 5.78% |
$75.1K - $80K
|
11.7K
$1.67M
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
588+ 6.86% |
$69K - $73.5K
|
9.15K
$1.3M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
521+ 16.35% |
$61.1K - $65.1K
|
3.71K
$528K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
520+ 93.69% |
$61K - $65K
|
1.08K
$153K
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
472+ 21.36% |
$55.4K - $59K
|
2.68K
$382K
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
406+ 7.61% |
$47.6K - $50.7K
|
5.74K
$817K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
400New |
$46.9K - $50K
|
400
$56.9K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
260New |
$30.5K - $32.5K
|
260
$37K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
127New |
$14.9K - $15.9K
|
127
$18.1K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
120New |
$14.1K - $15K
|
120
$17.1K
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
100New |
$11.7K - $12.5K
|
100
$14.2K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
93New |
$10.9K - $11.6K
|
93
$13.2K
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
36+ 1.24% |
$4.22K - $4.5K
|
2.94K
$418K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
25+ 100.0% |
$2.93K - $3.12K
|
50
$7.12K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 1.16% |
$1.17K - $1.25K
|
875
$125K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 0.73% |
$821 - $875
|
960
$137K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2New |
$235 - $250
|
2
$285
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.91% |
$117 - $125
|
111
$15.8K
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.32% |
$117 - $125
|
311
$44.3K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
31.7KNew |
$3.73M - $4.19M
|
31.7K
$4.51M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
18.9K+ 150.36% |
$2.23M - $2.5M
|
31.6K
$4.49M
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
14.8KNew |
$1.74M - $1.95M
|
14.8K
$2.1M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.41KNew |
$1.11M - $1.24M
|
9.41K
$1.34M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
6.4KNew |
$754K - $846K
|
6.4K
$911K
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.96KNew |
$584K - $656K
|
4.96K
$706K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.15KNew |
$371K - $417K
|
3.15K
$449K
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.8K+ 139900.0% |
$329K - $370K
|
2.8K
$398K
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.52KNew |
$297K - $333K
|
2.52K
$359K
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.43KNew |
$286K - $321K
|
2.43K
$346K
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.2KNew |
$259K - $291K
|
2.2K
$313K
|