Latest Institutional Transactions on Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information on the latest institutional transactions involving Spdr Series Tr Spdr S&P Divide (SDY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.66K- 25.9% |
$712K - $804K
|
16.2K
$2.15M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
512+ 0.07% |
$64.5K - $72.7K
|
745K
$98.8M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.14K- 25.0% |
$144K - $162K
|
3.42K
$454K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-524- 1.43% |
$66K - $74.4K
|
36.1K
$4.78M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.07K- 1.68% |
$134K - $151K
|
62.5K
$8.29M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.04% |
$126 - $142
|
2.52K
$335K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
99.1KNew |
$12.5M - $14.1M
|
99.1K
$13.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.37K+ 0.34% |
$298K - $336K
|
700K
$92.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.4K+ 335.56% |
$1.44M - $1.62M
|
14.8K
$1.97M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.81K- 14.05% |
$605K - $683K
|
29.4K
$3.9M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 6.61% |
$6.3K - $7.1K
|
706
$93.7K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
435+ 1.33% |
$54.8K - $61.8K
|
33.1K
$4.39M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-35- 16.2% |
$4.41K - $4.97K
|
181
$24K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
418+ 4.28% |
$52.6K - $59.4K
|
10.2K
$1.35M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.87K- 2.19% |
$361K - $407K
|
128K
$17M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4+ 0.17% |
$504 - $568
|
2.31K
$306K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
1.07K+ 1.98% |
$135K - $152K
|
55K
$7.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24K- 5.48% |
$3.02M - $3.4M
|
414K
$54.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-322- 3.62% |
$40.6K - $45.7K
|
8.57K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
142+ 0.75% |
$17.9K - $20.2K
|
19K
$2.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46+ 11.3% |
$5.79K - $6.53K
|
453
$60.1K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6+ 0.04% |
$756 - $852
|
15.5K
$2.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29.5K- 11.58% |
$3.71M - $4.19M
|
225K
$29.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.1% |
$126 - $142
|
984
$131K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-217- 12.96% |
$27.3K - $30.8K
|
1.46K
$193K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
53+ 0.54% |
$6.68K - $7.53K
|
9.79K
$1.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-969- 16.53% |
$122K - $138K
|
4.89K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.09K+ 1.5% |
$137K - $154K
|
73.5K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.7K+ 418.31% |
$2.61M - $2.95M
|
25.7K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-239- 1.39% |
$30.1K - $33.9K
|
16.9K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-8- 19.51% |
$1.01K - $1.14K
|
33
$4.38K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.59K+ 51.45% |
$326K - $368K
|
7.62K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6KNew |
$756K - $852K
|
6K
$796K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.06K+ 19.13% |
$1.02M - $1.15M
|
50.2K
$6.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
291+ 91.51% |
$36.7K - $41.3K
|
609
$80.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
140+ 6.18% |
$17.6K - $19.9K
|
2.41K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.9K+ 7.19% |
$618K - $697K
|
73.1K
$9.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-44.3K- 18.58% |
$5.57M - $6.29M
|
194K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
405+ 1.38% |
$51K - $57.5K
|
29.9K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-19- 0.29% |
$2.39K - $2.7K
|
6.42K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.54K+ 12.95% |
$697K - $786K
|
48.3K
$6.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-84- 3.49% |
$10.6K - $11.9K
|
2.32K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-57K- 3.24% |
$7.17M - $8.09M
|
1.7M
$226M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.8K- 12.63% |
$3.12M - $3.52M
|
171K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.21KNew |
$404K - $456K
|
3.21K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 1.96% |
$193K - $217K
|
76.3K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-247- 1.27% |
$31.1K - $35.1K
|
19.2K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.5K- 2.63% |
$1.32M - $1.49M
|
388K
$51.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-15- 0.18% |
$1.89K - $2.13K
|
8.15K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 4.4% |
$482K - $543K
|
83.1K
$11M
|