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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
120New |
$13.2K - $15.1K
|
120
$16.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
116+ 4.23% |
$12.8K - $14.6K
|
2.86K
$383K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
100New |
$11K - $12.6K
|
100
$13.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
100New |
$11K - $12.6K
|
100
$13.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
51+ 0.57% |
$5.62K - $6.4K
|
8.98K
$1.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
29+ 0.79% |
$3.2K - $3.64K
|
3.69K
$495K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 0.74% |
$2.2K - $2.51K
|
2.72K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.32% |
$771 - $879
|
2.17K
$292K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6+ 0.35% |
$661 - $753
|
1.72K
$230K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5+ 0.17% |
$551 - $628
|
2.93K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 3.45% |
$110 - $126
|
30
$4.03K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.08% |
$110 - $126
|
94
$12.6K
|
|
|
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
$198M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
11.6KNew |
$1.33M - $1.48M
|
11.6K
$1.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10.9KNew |
$1.25M - $1.39M
|
10.9K
$1.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7.5KNew |
$863K - $957K
|
7.5K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.65KNew |
$650K - $721K
|
5.65K
$759K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.54K+ 3.54% |
$292K - $324K
|
74.5K
$10M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
2.07KNew |
$238K - $264K
|
2.07K
$278K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.87KNew |
$214K - $238K
|
1.87K
$250K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.79K+ 4.35% |
$205K - $228K
|
42.8K
$5.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.12K+ 4.64% |
$129K - $143K
|
25.2K
$3.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
800+ 400.0% |
$92K - $102K
|
1K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
666New |
$76.6K - $85K
|
666
$89.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
620+ 4.92% |
$71.3K - $79.1K
|
13.2K
$1.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
600+ 15.11% |
$69K - $76.5K
|
4.57K
$614K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
321+ 103.22% |
$36.9K - $41K
|
632
$84.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 21.88% |
$20.1K - $22.3K
|
975
$131K
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
125+ 5.09% |
$14.4K - $15.9K
|
2.58K
$346K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
122New |
$14K - $15.6K
|
122
$16.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
100+ 43.86% |
$11.5K - $12.8K
|
328
$44K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
71New |
$8.17K - $9.06K
|
71
$9.53K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
47+ 0.73% |
$5.41K - $6K
|
6.53K
$876K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
17+ 0.66% |
$1.96K - $2.17K
|
2.59K
$348K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.64% |
$920 - $1.02K
|
1.25K
$168K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4+ 0.2% |
$460 - $510
|
1.97K
$265K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.15% |
$345 - $383
|
2.05K
$275K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.57% |
$230 - $255
|
350
$47K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 2.44% |
$115 - $128
|
42
$5.64K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1+ 0.83% |
$115 - $128
|
121
$16.2K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
50KNew |
$5.87M - $6.25M
|
50K
$6.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
40.2KNew |
$4.72M - $5.02M
|
40.2K
$5.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
36.5K+ 4.91% |
$4.28M - $4.56M
|
780K
$105M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
12.1KNew |
$1.42M - $1.52M
|
12.1K
$1.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.29KNew |
$1.09M - $1.16M
|
9.29K
$1.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.18KNew |
$491K - $523K
|
4.18K
$562K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.63KNew |
$426K - $454K
|
3.63K
$488K
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
3.5KNew |
$411K - $437K
|
3.5K
$470K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.46KNew |
$406K - $433K
|
3.46K
$465K
|
|