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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.2K- 26.06% |
$138K - $153K
|
3.4K
$479K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.07K- 36.26% |
$123K - $137K
|
1.88K
$265K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-336- 3.02% |
$38.6K - $42.9K
|
10.8K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-200- 15.38% |
$23K - $25.5K
|
1.1K
$155K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-140- 3.59% |
$16.1K - $17.9K
|
3.76K
$529K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-94- 28.66% |
$10.8K - $12K
|
234
$32.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-90- 3.51% |
$10.4K - $11.5K
|
2.47K
$348K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-79- 4.31% |
$9.09K - $10.1K
|
1.75K
$247K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-784K- 97.74% |
$91.9M - $97.9M
|
18.1K
$2.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.42K- 10.74% |
$518K - $552K
|
36.7K
$5.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.19K- 59.56% |
$374K - $399K
|
2.17K
$305K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.22K- 0.77% |
$260K - $277K
|
285K
$40.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.06K- 54.67% |
$241K - $257K
|
1.7K
$240K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.55K- 42.54% |
$182K - $194K
|
2.09K
$295K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.12K- 28.52% |
$131K - $140K
|
2.81K
$395K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-596Closed |
$69.9K - $74.5K
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-524- 21.98% |
$61.5K - $65.5K
|
1.86K
$262K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-460- 5.61% |
$54K - $57.5K
|
7.74K
$1.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-411- 14.57% |
$48.2K - $51.4K
|
2.41K
$339K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-407- 16.41% |
$47.7K - $50.9K
|
2.07K
$292K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-369- 3.44% |
$43.3K - $46.1K
|
10.4K
$1.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-325- 4.65% |
$38.1K - $40.6K
|
6.66K
$937K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-295- 4.28% |
$34.6K - $36.9K
|
6.6K
$929K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-278- 7.56% |
$32.6K - $34.7K
|
3.4K
$478K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-225- 10.64% |
$26.4K - $28.1K
|
1.89K
$266K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-175- 18.88% |
$20.5K - $21.9K
|
752
$106K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-50- 31.45% |
$5.87K - $6.25K
|
109
$15.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-42- 1.48% |
$4.93K - $5.25K
|
2.79K
$393K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-35- 1.8% |
$4.11K - $4.37K
|
1.91K
$268K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.93% |
$2.35K - $2.5K
|
2.12K
$298K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-4- -0.0% |
$469 - $500
|
102K
$14.4M
|
|
| Q1 2023 | |||||||
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-686KClosed |
$80.7M - $90.6M
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-60.7K- 53.81% |
$7.14M - $8.02M
|
52.1K
$7.33M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-31.2K- 88.79% |
$3.67M - $4.12M
|
3.93K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-13.2K- 30.63% |
$1.56M - $1.75M
|
29.9K
$4.21M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-4.15K- 10.45% |
$489K - $549K
|
35.6K
$5.01M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.87K- 65.4% |
$338K - $379K
|
1.52K
$214K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.55K- 62.2% |
$300K - $337K
|
1.55K
$218K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.49K- 2.46% |
$176K - $197K
|
59.1K
$8.31M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-280- 13.19% |
$33K - $37K
|
1.84K
$259K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-275- 7.72% |
$32.4K - $36.3K
|
3.29K
$462K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-100- 5.36% |
$11.8K - $13.2K
|
1.77K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-70- 3.28% |
$8.24K - $9.25K
|
2.07K
$291K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-53- 42.74% |
$6.24K - $7.01K
|
71
$9.99K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 1.12% |
$1.41K - $1.59K
|
1.06K
$149K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-10- 33.33% |
$1.18K - $1.32K
|
20
$2.81K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-664K- 99.2% |
$74.8M - $87.4M
|
5.35K
$753K
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-67.8K- 98.57% |
$7.63M - $8.92M
|
984
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-57K- 48.72% |
$6.42M - $7.5M
|
60K
$8.44M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.4K- 25.0% |
$1.28M - $1.49M
|
34.1K
$4.79M
|
|