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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17+ 0.35% |
$2.24K - $2.45K
|
4.88K
$652K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61+ 1.24% |
$8.03K - $8.78K
|
5K
$668K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-497- 0.14% |
$65.4K - $71.6K
|
363K
$48.6M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
287New |
$37.8K - $41.3K
|
287
$38.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-151- 5.02% |
$19.9K - $21.7K
|
2.86K
$382K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.03K- 4.33% |
$136K - $149K
|
22.8K
$3.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
4.24K+ 162.01% |
$559K - $611K
|
6.86K
$917K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.16M- 99.12% |
$153M - $168M
|
10.3K
$1.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.77K+ 82.28% |
$233K - $255K
|
3.92K
$524K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-351- 3.34% |
$46.2K - $50.5K
|
10.1K
$1.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
16.8K+ 18.98% |
$2.21M - $2.41M
|
105K
$14M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
134+ 1.64% |
$17.6K - $19.3K
|
8.28K
$1.11M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.36K+ 4.96% |
$179K - $196K
|
28.9K
$3.86M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
123K+ 13.45% |
$15.5M - $17.5M
|
1.04M
$138M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.66K- 25.9% |
$712K - $804K
|
16.2K
$2.16M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
512+ 0.07% |
$64.5K - $72.7K
|
745K
$99.5M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.14K- 25.0% |
$144K - $162K
|
3.42K
$457K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-524- 1.43% |
$66K - $74.4K
|
36.1K
$4.82M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.07K- 1.68% |
$134K - $151K
|
62.5K
$8.36M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.37K+ 0.34% |
$298K - $336K
|
700K
$93.6M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 6.61% |
$6.3K - $7.1K
|
706
$94.4K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-35- 16.2% |
$4.41K - $4.97K
|
181
$24.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
418+ 4.28% |
$52.6K - $59.4K
|
10.2K
$1.36M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.87K- 2.19% |
$361K - $407K
|
128K
$17.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4+ 0.17% |
$504 - $568
|
2.31K
$308K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
1.07K+ 1.98% |
$135K - $152K
|
55K
$7.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24K- 5.48% |
$3.02M - $3.4M
|
414K
$55.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-322- 3.62% |
$40.6K - $45.7K
|
8.57K
$1.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
142+ 0.75% |
$17.9K - $20.2K
|
19K
$2.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46+ 11.3% |
$5.79K - $6.53K
|
453
$60.6K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6+ 0.04% |
$756 - $852
|
15.5K
$2.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29.5K- 11.58% |
$3.71M - $4.19M
|
225K
$30.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.1% |
$126 - $142
|
984
$132K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-217- 12.96% |
$27.3K - $30.8K
|
1.46K
$195K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
53+ 0.54% |
$6.68K - $7.53K
|
9.79K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-969- 16.53% |
$122K - $138K
|
4.89K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.09K+ 1.5% |
$137K - $154K
|
73.5K
$9.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.7K+ 418.31% |
$2.61M - $2.95M
|
25.7K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-239- 1.39% |
$30.1K - $33.9K
|
16.9K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-8- 19.51% |
$1.01K - $1.14K
|
33
$4.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6KNew |
$756K - $852K
|
6K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.06K+ 19.13% |
$1.02M - $1.15M
|
50.2K
$6.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
291+ 91.51% |
$36.7K - $41.3K
|
609
$81.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
140+ 6.18% |
$17.6K - $19.9K
|
2.41K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.9K+ 7.19% |
$618K - $697K
|
73.1K
$9.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
405+ 1.38% |
$51K - $57.5K
|
29.9K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-84- 3.49% |
$10.6K - $11.9K
|
2.32K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-57K- 3.24% |
$7.17M - $8.09M
|
1.7M
$228M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.8K- 12.63% |
$3.12M - $3.52M
|
171K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.21KNew |
$404K - $456K
|
3.21K
$429K
|
|