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 |
---|---|---|---|---|---|---|---|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
6.94KNew |
$765K - $872K
|
6.94K
$962K
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
6.69KNew |
$738K - $841K
|
6.69K
$928K
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
3.58K+ 7.1% |
$395K - $450K
|
54K
$7.49M
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.52KNew |
$388K - $442K
|
3.52K
$488K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.14KNew |
$346K - $394K
|
3.14K
$435K
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.13KNew |
$345K - $393K
|
3.13K
$434K
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.09KNew |
$341K - $388K
|
3.09K
$429K
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.65KNew |
$292K - $333K
|
2.65K
$368K
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.29KNew |
$252K - $287K
|
2.29K
$317K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.21KNew |
$244K - $278K
|
2.21K
$307K
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$237K - $270K
|
2.15K
$298K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2KNew |
$220K - $251K
|
2K
$277K
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.93KNew |
$212K - $242K
|
1.93K
$267K
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.71KNew |
$188K - $215K
|
1.71K
$237K
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.7KNew |
$188K - $214K
|
1.7K
$236K
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.64KNew |
$181K - $206K
|
1.64K
$227K
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.63KNew |
$179K - $204K
|
1.63K
$225K
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.62KNew |
$179K - $204K
|
1.62K
$225K
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.6KNew |
$177K - $201K
|
1.6K
$222K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.45KNew |
$160K - $182K
|
1.45K
$201K
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.12KNew |
$123K - $140K
|
1.12K
$155K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
861New |
$94.9K - $108K
|
861
$119K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
778New |
$85.7K - $97.7K
|
778
$108K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
445New |
$49K - $55.9K
|
445
$61.7K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
414New |
$45.6K - $52K
|
414
$57.4K
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
399+ 19.95% |
$44K - $50.1K
|
2.4K
$333K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
357New |
$39.3K - $44.8K
|
357
$49.5K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
349+ 6.83% |
$38.5K - $43.8K
|
5.46K
$756K
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
342New |
$37.7K - $42.9K
|
342
$47.4K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
306New |
$33.7K - $38.4K
|
306
$42.4K
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
200+ 10.0% |
$22K - $25.1K
|
2.2K
$305K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
180New |
$19.8K - $22.6K
|
180
$25K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
145New |
$16K - $18.2K
|
145
$20.1K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
125New |
$13.8K - $15.7K
|
125
$17.3K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
120New |
$13.2K - $15.1K
|
120
$16.6K
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
116+ 4.23% |
$12.8K - $14.6K
|
2.86K
$396K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
51+ 0.57% |
$5.62K - $6.4K
|
8.98K
$1.25M
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
29+ 0.79% |
$3.2K - $3.64K
|
3.69K
$511K
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 0.74% |
$2.2K - $2.51K
|
2.72K
$378K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.32% |
$771 - $879
|
2.17K
$301K
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6+ 0.35% |
$661 - $753
|
1.72K
$238K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5+ 0.17% |
$551 - $628
|
2.93K
$406K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.08% |
$110 - $126
|
94
$13K
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 3.45% |
$110 - $126
|
30
$4.16K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
231K+ 18.56% |
$26.6M - $29.5M
|
1.48M
$205M
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
11.6KNew |
$1.33M - $1.48M
|
11.6K
$1.6M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10.9KNew |
$1.25M - $1.39M
|
10.9K
$1.51M
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7.5KNew |
$863K - $957K
|
7.5K
$1.04M
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.65KNew |
$650K - $721K
|
5.65K
$784K
|