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 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8+ 0.07% |
$1.01K - $1.14K
|
11.3K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
989+ 10.82% |
$125K - $140K
|
10.1K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-42- 0.89% |
$5.29K - $5.97K
|
4.68K
$625K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 7.24% |
$295K - $332K
|
30K
$4M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
23+ 0.51% |
$2.9K - $3.27K
|
4.52K
$604K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-796- 50.9% |
$100K - $113K
|
768
$103K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-82- 1.54% |
$10.3K - $11.6K
|
5.24K
$701K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.81KNew |
$228K - $257K
|
1.81K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.04K- 49.99% |
$257K - $290K
|
2.04K
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-120- 6.96% |
$15.1K - $17K
|
1.6K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.48KNew |
$187K - $211K
|
1.48K
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
121+ 4.27% |
$15.2K - $17.2K
|
2.95K
$395K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
22+ 9.95% |
$2.77K - $3.12K
|
243
$32.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
66+ 31.88% |
$8.31K - $9.37K
|
273
$36.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.55KNew |
$573K - $646K
|
4.55K
$608K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.9KNew |
$239K - $270K
|
1.9K
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-207- 1.33% |
$26.1K - $29.4K
|
15.3K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.42KNew |
$430K - $485K
|
3.42K
$457K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
300+ 5.8% |
$37.8K - $42.6K
|
5.47K
$731K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-12K- 89.99% |
$1.51M - $1.7M
|
1.33K
$178K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
140+ 113.82% |
$17.6K - $19.9K
|
263
$35.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
37+ 0.94% |
$4.66K - $5.26K
|
3.98K
$532K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.47KNew |
$185K - $209K
|
1.47K
$196K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6.5K- 12.76% |
$818K - $923K
|
44.4K
$5.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
60+ 0.56% |
$7.56K - $8.52K
|
10.9K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
412+ 13.98% |
$51.9K - $58.5K
|
3.36K
$449K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-105- 1.44% |
$13.2K - $14.9K
|
7.19K
$960K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.51KNew |
$190K - $214K
|
1.51K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
42+ 1.7% |
$5.29K - $5.97K
|
2.51K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
430New |
$54.2K - $61.1K
|
430
$57.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
520New |
$65.5K - $73.9K
|
520
$69.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-289- 0.58% |
$36.4K - $41K
|
49.5K
$6.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-465- 1.02% |
$58.6K - $66K
|
45.3K
$6.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
324+ 5.56% |
$40.8K - $46K
|
6.15K
$822K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
161+ 1.19% |
$20.3K - $22.9K
|
13.7K
$1.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.06KNew |
$133K - $150K
|
1.06K
$141K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.5KNew |
$189K - $213K
|
1.5K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-53.7K- 4.77% |
$6.77M - $7.63M
|
1.07M
$143M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34.5K- 1.53% |
$4.35M - $4.9M
|
2.22M
$297M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.9K- 4.11% |
$3.77M - $4.25M
|
698K
$93.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-111- 0.05% |
$14K - $15.8K
|
202K
$27M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.46KNew |
$184K - $207K
|
1.46K
$195K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
171New |
$21.5K - $24.3K
|
171
$22.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
404+ 4.5% |
$50.9K - $57.4K
|
9.38K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-10- 0.43% |
$1.26K - $1.42K
|
2.3K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-70- 2.31% |
$8.82K - $9.94K
|
2.96K
$395K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-106- 1.16% |
$13.4K - $15.1K
|
9.04K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
23+ 176.92% |
$2.9K - $3.27K
|
36
$4.81K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 0.25% |
$1.39K - $1.56K
|
4.43K
$592K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-60- 2.07% |
$7.56K - $8.52K
|
2.84K
$379K
|