Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-160- 3.99% |
$19.6K - $21K
|
3.85K
$542K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-156- 9.51% |
$19.1K - $20.5K
|
1.49K
$209K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-155- 35.8% |
$19K - $20.3K
|
278
$39.1K
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-140- 4.25% |
$17.1K - $18.4K
|
3.16K
$444K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-133- 17.66% |
$16.3K - $17.5K
|
620
$87.2K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-115- 4.84% |
$14.1K - $15.1K
|
2.26K
$318K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-81- 9.04% |
$9.9K - $10.6K
|
815
$115K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-69- 4.09% |
$8.44K - $9.06K
|
1.62K
$228K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-68- 11.79% |
$8.32K - $8.92K
|
509
$71.6K
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-62- 0.89% |
$7.58K - $8.14K
|
6.9K
$971K
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-60- 30.61% |
$7.34K - $7.87K
|
136
$19.1K
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-56- 2.46% |
$6.85K - $7.35K
|
2.22K
$313K
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-25- 0.12% |
$3.06K - $3.28K
|
21K
$2.95M
|
|
Q4 2023 | |||||||
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-76.2KClosed |
$8.4M - $9.57M
|
0
$0
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.58K- 10.11% |
$1.06M - $1.2M
|
85.2K
$12M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.02K- 45.35% |
$332K - $379K
|
3.63K
$511K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.33K- 13.39% |
$257K - $293K
|
15.1K
$2.12M
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.3K- 51.95% |
$254K - $289K
|
2.13K
$300K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.96K- 37.7% |
$216K - $247K
|
3.25K
$456K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.3K- 47.01% |
$143K - $163K
|
1.46K
$205K
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.22K- 6.56% |
$134K - $153K
|
17.3K
$2.44M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-974- 5.92% |
$107K - $122K
|
15.5K
$2.18M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-686- 3.51% |
$75.6K - $86.1K
|
18.9K
$2.66M
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-600- 55.81% |
$66.1K - $75.3K
|
475
$66.8K
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-485- 41.35% |
$53.4K - $60.9K
|
688
$96.8K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-459- 9.45% |
$50.6K - $57.6K
|
4.4K
$618K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-295- 6.93% |
$32.5K - $37K
|
3.96K
$557K
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-252- 12.9% |
$27.8K - $31.6K
|
1.7K
$239K
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-175- 5.66% |
$19.3K - $22K
|
2.92K
$410K
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-125- 6.93% |
$13.8K - $15.7K
|
1.68K
$236K
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-121- 25.53% |
$13.3K - $15.2K
|
353
$49.7K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-106- 2.52% |
$11.7K - $13.3K
|
4.1K
$577K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-106- 3.25% |
$11.7K - $13.3K
|
3.16K
$444K
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-100- 1.65% |
$11K - $12.6K
|
5.96K
$838K
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-98- 5.35% |
$10.8K - $12.3K
|
1.73K
$244K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-83- 2.07% |
$9.15K - $10.4K
|
3.93K
$552K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-36- 1.12% |
$3.97K - $4.52K
|
3.18K
$447K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-19- 1.58% |
$2.09K - $2.39K
|
1.18K
$166K
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-4- 0.24% |
$441 - $502
|
1.68K
$236K
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1- 0.05% |
$110 - $126
|
1.93K
$272K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11K- 5.38% |
$1.27M - $1.41M
|
194K
$27.3M
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.57K- 50.98% |
$641K - $711K
|
5.36K
$753K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.44K- 43.61% |
$396K - $439K
|
4.45K
$626K
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.68K- 11.82% |
$308K - $342K
|
20K
$2.81M
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 14.93% |
$257K - $285K
|
12.7K
$1.79M
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.13K- 16.88% |
$244K - $271K
|
10.5K
$1.47M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.03K- 18.14% |
$233K - $259K
|
9.16K
$1.29M
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.84K- 6.98% |
$211K - $234K
|
24.5K
$3.44M
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.71K- 4.49% |
$196K - $218K
|
36.3K
$5.11M
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.23K- 19.34% |
$142K - $157K
|
5.15K
$724K
|