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 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
39New |
$4.45K - $5.16K
|
39
$5.55K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
36New |
$4.11K - $4.76K
|
36
$5.12K
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
31+ 0.16% |
$3.54K - $4.1K
|
19.1K
$2.72M
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25+ 1.01% |
$2.85K - $3.31K
|
2.5K
$356K
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
19New |
$2.17K - $2.51K
|
19
$2.7K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
5+ 0.23% |
$570 - $662
|
2.16K
$308K
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3+ 0.17% |
$342 - $397
|
1.76K
$250K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.4KNew |
$1.26M - $1.36M
|
10.4K
$1.48M
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.94KNew |
$357K - $384K
|
2.94K
$418K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
694New |
$84.4K - $90.7K
|
694
$98.8K
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
362New |
$44K - $47.3K
|
362
$51.5K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
360New |
$43.8K - $47.1K
|
360
$51.2K
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
225New |
$27.4K - $29.4K
|
225
$32K
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
200+ 2.18% |
$24.3K - $26.2K
|
9.39K
$1.34M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
49New |
$5.96K - $6.41K
|
49
$6.97K
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
17.9K+ 28.56% |
$2.13M - $2.31M
|
80.7K
$11.5M
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6.35KNew |
$755K - $820K
|
6.35K
$904K
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
4.73KNew |
$562K - $611K
|
4.73K
$673K
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.1KNew |
$250K - $271K
|
2.1K
$299K
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.75KNew |
$208K - $226K
|
1.75K
$249K
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.69KNew |
$200K - $218K
|
1.69K
$240K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
403+ 37.01% |
$47.9K - $52K
|
1.49K
$212K
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
359New |
$42.7K - $46.4K
|
359
$51.1K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
158New |
$18.8K - $20.4K
|
158
$22.5K
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20New |
$2.38K - $2.58K
|
20
$2.85K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
44.7KNew |
$5.23M - $5.62M
|
44.7K
$6.36M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
13KNew |
$1.52M - $1.64M
|
13K
$1.85M
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.82KNew |
$213K - $229K
|
1.82K
$259K
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
376+ 22.08% |
$44K - $47.3K
|
2.08K
$296K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
17.3KNew |
$2.05M - $2.2M
|
17.3K
$2.46M
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
12.7KNew |
$1.51M - $1.62M
|
12.7K
$1.81M
|
|
Aug 10, 2021
Q2 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.9KNew |
$344K - $369K
|
2.9K
$412K
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
500New |
$59.4K - $63.7K
|
500
$71.2K
|
|
Q1 2021 | |||||||
Apr 12, 2021
Q1 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
1.88KNew |
$196K - $225K
|
1.88K
$267K
|
|
May 14, 2021
Q1 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$189K - $217K
|
1.81K
$258K
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
515New |
$53.8K - $61.7K
|
515
$73.3K
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
500New |
$52.2K - $59.9K
|
500
$71.2K
|
|
Q4 2020 | |||||||
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
3.4KNew |
$312K - $365K
|
3.4K
$484K
|
|
Jan 26, 2021
Q4 2020
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.92KNew |
$176K - $206K
|
1.92K
$273K
|
|
Feb 09, 2021
Q4 2020
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
175New |
$16.1K - $18.8K
|
175
$24.9K
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
139New |
$12.8K - $14.9K
|
139
$19.8K
|
|
Jan 29, 2021
Q4 2020
|
Corbenic Partners LLC
|
BUY
|
- |
32New |
$2.94K - $3.44K
|
32
$4.55K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
104New |
$9.18K - $10.2K
|
104
$14.8K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.68K+ 7.43% |
$432K - $572K
|
82.1K
$11.7M
|
|
Q4 2019 | |||||||
Feb 21, 2020
Q4 2019
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
8.19KNew |
$809K - $883K
|
8.19K
$1.17M
|
|
Feb 04, 2020
Q4 2019
|
Pacifica Partners Inc.
|
BUY
|
- |
267New |
$26.4K - $28.8K
|
267
$38K
|
|
Jan 31, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
100New |
$9.87K - $10.8K
|
100
$14.2K
|
|
Q3 2019 | |||||||
Oct 23, 2019
Q3 2019
|
Financial Advantage, Inc.
|
BUY
|
- |
630New |
$64K - $65.4K
|
630
$89.7K
|
|
Q1 2019 | |||||||
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
21.6KNew |
N/A
|
21.6K
$3.07M
|