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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
5.4KNew |
$681K - $768K
|
5.4K
$722K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.46KNew |
$310K - $350K
|
2.46K
$329K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.59KNew |
$326K - $368K
|
2.59K
$346K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-529- 3.17% |
$66.6K - $75.1K
|
16.2K
$2.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.37K- 9.14% |
$172K - $194K
|
13.6K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.49KNew |
$188K - $211K
|
1.49K
$199K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.04K+ 5.47% |
$383K - $432K
|
58.6K
$7.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
43+ 1.01% |
$5.42K - $6.11K
|
4.32K
$577K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.59KNew |
$200K - $226K
|
1.59K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-207- 5.68% |
$26.1K - $29.4K
|
3.44K
$460K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
207+ 2.1% |
$26.1K - $29.4K
|
10.1K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-348- 12.07% |
$43.8K - $49.4K
|
2.54K
$339K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.79K- 25.87% |
$478K - $539K
|
10.9K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.3K+ 51.28% |
$164K - $185K
|
3.84K
$513K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-28- 0.32% |
$3.53K - $3.98K
|
8.8K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-111- 4.05% |
$14K - $15.8K
|
2.63K
$352K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
15+ 0.92% |
$1.89K - $2.13K
|
1.64K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-12- 0.05% |
$1.51K - $1.7K
|
24.4K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-67- 3.29% |
$8.44K - $9.52K
|
1.97K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.6K- 32.96% |
$202K - $227K
|
3.26K
$435K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-418- 20.79% |
$52.6K - $59.4K
|
1.59K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-258- 2.35% |
$32.5K - $36.6K
|
10.7K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
224New |
$28.2K - $31.8K
|
224
$29.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
680New |
$85.6K - $96.6K
|
680
$90.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
180+ 4.36% |
$22.7K - $25.6K
|
4.31K
$576K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
275+ 6.72% |
$34.6K - $39.1K
|
4.37K
$584K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
330+ 16.37% |
$41.6K - $46.9K
|
2.35K
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4.7K- 11.64% |
$592K - $668K
|
35.7K
$4.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7+ 0.07% |
$882 - $994
|
10.4K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
772+ 2.03% |
$97.2K - $110K
|
38.8K
$5.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.06% |
$126 - $142
|
1.63K
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-123- 3.38% |
$15.5K - $17.5K
|
3.52K
$470K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.02K+ 9.87% |
$129K - $145K
|
11.4K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-16- 1.61% |
$2.02K - $2.27K
|
979
$131K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
569+ 1.36% |
$71.7K - $80.8K
|
42.6K
$5.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.44KNew |
$181K - $205K
|
1.44K
$192K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-182- 1.07% |
$22.9K - $25.9K
|
16.8K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.81K- 3.8% |
$1.24M - $1.39M
|
248K
$33.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-275- 2.91% |
$34.6K - $39.1K
|
9.19K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
155+ 4.46% |
$19.5K - $22K
|
3.63K
$485K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-59- 0.95% |
$7.43K - $8.38K
|
6.18K
$826K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-775- 81.32% |
$97.6K - $110K
|
178
$23.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.5KNew |
$189K - $213K
|
1.5K
$201K
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.08K+ 11.94% |
$136K - $154K
|
10.1K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 98.75% |
$280K - $315K
|
4.47K
$597K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-150- 11.03% |
$18.9K - $21.3K
|
1.21K
$162K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
500New |
$63K - $71K
|
500
$66.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
45New |
$5.67K - $6.39K
|
45
$6.02K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
20KNew |
$2.52M - $2.84M
|
20K
$2.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-123- 0.77% |
$15.5K - $17.5K
|
15.8K
$2.12M
|