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 |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 1.16% |
$1.17K - $1.25K
|
875
$121K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 0.73% |
$821 - $875
|
960
$133K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2New |
$235 - $250
|
2
$277
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.91% |
$117 - $125
|
111
$15.4K
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.32% |
$117 - $125
|
311
$43.1K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
31.7KNew |
$3.73M - $4.19M
|
31.7K
$4.39M
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
14.8KNew |
$1.74M - $1.95M
|
14.8K
$2.05M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.41KNew |
$1.11M - $1.24M
|
9.41K
$1.3M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
6.4KNew |
$754K - $846K
|
6.4K
$887K
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.96KNew |
$584K - $656K
|
4.96K
$688K
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.8K+ 139900.0% |
$329K - $370K
|
2.8K
$388K
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.52KNew |
$297K - $333K
|
2.52K
$350K
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.2KNew |
$259K - $291K
|
2.2K
$305K
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.7KNew |
$200K - $225K
|
1.7K
$236K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.69K+ 10.84% |
$199K - $223K
|
17.2K
$2.39M
|
|
May 15, 2023
Q1 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.64KNew |
$193K - $217K
|
1.64K
$228K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.62KNew |
$191K - $214K
|
1.62K
$225K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.1K+ 17.74% |
$130K - $145K
|
7.3K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
915+ 3.26% |
$108K - $121K
|
29K
$4.02M
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
900+ 209.3% |
$106K - $119K
|
1.33K
$184K
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
649+ 0.29% |
$76.4K - $85.8K
|
227K
$31.4M
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
605New |
$71.2K - $80K
|
605
$83.9K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
600New |
$70.6K - $79.3K
|
600
$83.2K
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
396+ 12.89% |
$46.6K - $52.3K
|
3.47K
$481K
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
294New |
$34.6K - $38.9K
|
294
$40.8K
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
250New |
$29.4K - $33K
|
250
$34.7K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
206+ 515.0% |
$24.3K - $27.2K
|
246
$34.1K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
180+ 4.83% |
$21.2K - $23.8K
|
3.91K
$542K
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
172New |
$20.3K - $22.7K
|
172
$23.8K
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
160+ 5.98% |
$18.8K - $21.1K
|
2.84K
$393K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
150New |
$17.7K - $19.8K
|
150
$20.8K
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
126New |
$14.8K - $16.7K
|
126
$17.5K
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
72New |
$8.48K - $9.52K
|
72
$9.98K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
70New |
$8.24K - $9.25K
|
70
$9.7K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
55New |
$6.48K - $7.27K
|
55
$7.63K
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
53+ 11.7% |
$6.24K - $7.01K
|
506
$70.2K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$5.89K - $6.61K
|
50
$6.93K
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
25+ 8.17% |
$2.94K - $3.3K
|
331
$45.9K
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16New |
$1.88K - $2.11K
|
16
$2.22K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
13+ 0.47% |
$1.53K - $1.72K
|
2.79K
$386K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$1.06K - $1.19K
|
9
$1.25K
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$235 - $264
|
2.36K
$328K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.32% |
$235 - $264
|
623
$86.4K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.5MNew |
$168M - $197M
|
1.5M
$207M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
47.9K+ 159.51% |
$5.39M - $6.3M
|
77.9K
$10.8M
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
32.2K+ 23.51% |
$3.63M - $4.24M
|
169K
$23.4M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
12.4KNew |
$1.4M - $1.63M
|
12.4K
$1.72M
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
5.37KNew |
$605K - $707K
|
5.37K
$744K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.37KNew |
$605K - $707K
|
5.37K
$744K
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.78KNew |
$538K - $629K
|
4.78K
$662K
|