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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.22K+ 2.17% |
$154K - $174K
|
57.4K
$7.68M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-9.87K- 9.1% |
$1.24M - $1.4M
|
98.6K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.01K- 33.82% |
$127K - $144K
|
1.98K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.38K- 4.5% |
$551K - $622K
|
93K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-12.8K- 21.53% |
$1.61M - $1.82M
|
46.6K
$6.23M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
404+ 3.99% |
$50.9K - $57.4K
|
10.5K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.22K- 1.35% |
$405K - $457K
|
236K
$31.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
37.1KNew |
$4.68M - $5.27M
|
37.1K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
53+ 0.98% |
$6.68K - $7.53K
|
5.48K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-25- 0.7% |
$3.15K - $3.55K
|
3.53K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.06% |
$630 - $710
|
8.2K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.59% |
$126 - $142
|
170
$22.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7+ 0.18% |
$882 - $994
|
3.97K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20.8K+ 240.1% |
$2.63M - $2.96M
|
29.5K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.09K- 32.44% |
$641K - $723K
|
10.6K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.52K- 89.84% |
$695K - $784K
|
624
$83.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
10+ 0.53% |
$1.26K - $1.42K
|
1.9K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
21+ 0.69% |
$2.64K - $2.98K
|
3.07K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.5K+ 21.61% |
$1.57M - $1.77M
|
70.1K
$9.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.81% |
$126 - $142
|
124
$16.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.25K+ 40.72% |
$157K - $177K
|
4.31K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-17.8K- 30.08% |
$2.25M - $2.53M
|
41.5K
$5.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
273+ 16.62% |
$34.4K - $38.8K
|
1.92K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-564- 2.87% |
$71K - $80.1K
|
19.1K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.71K- 62.18% |
$720K - $812K
|
3.48K
$465K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
11+ 0.54% |
$1.39K - $1.56K
|
2.06K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.29K- 0.37% |
$162K - $183K
|
347K
$46.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
221+ 460.42% |
$27.8K - $31.4K
|
269
$36K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13K+ 75.98% |
$1.63M - $1.84M
|
30K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-15- 0.24% |
$1.89K - $2.13K
|
6.2K
$829K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-230- 2.29% |
$29K - $32.7K
|
9.82K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
69.5K+ 57.97% |
$8.76M - $9.88M
|
190K
$25.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-264- 6.7% |
$33.3K - $37.5K
|
3.68K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
567New |
$71.4K - $80.5K
|
567
$75.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-157- 1.47% |
$19.8K - $22.3K
|
10.5K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
14+ 0.36% |
$1.76K - $1.99K
|
3.88K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
34+ 0.46% |
$4.28K - $4.83K
|
7.38K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-765- 19.4% |
$96.4K - $109K
|
3.18K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
89+ 0.86% |
$11.2K - $12.6K
|
10.4K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.43KNew |
$179K - $202K
|
1.43K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.3K+ 13.66% |
$1.3M - $1.46M
|
85.6K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
95+ 1.47% |
$12K - $13.5K
|
6.54K
$874K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.7K- 63.84% |
$843K - $951K
|
3.79K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-540- 3.43% |
$68K - $76.7K
|
15.2K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
249New |
$31.4K - $35.4K
|
249
$33.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.31K- 26.99% |
$417K - $471K
|
8.96K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.45KNew |
$183K - $206K
|
1.45K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-710- 21.28% |
$89.4K - $101K
|
2.63K
$351K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.56K- 15.64% |
$322K - $363K
|
13.8K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.53K- 7.03% |
$193K - $217K
|
20.2K
$2.71M
|