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
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
37.1KNew |
$4.68M - $5.27M
|
37.1K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-25- 0.7% |
$3.15K - $3.55K
|
3.53K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
273+ 16.62% |
$34.4K - $38.8K
|
1.92K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.71K- 62.18% |
$720K - $812K
|
3.48K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-264- 6.7% |
$33.3K - $37.5K
|
3.68K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-765- 19.4% |
$96.4K - $109K
|
3.18K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.43KNew |
$179K - $202K
|
1.43K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
249New |
$31.4K - $35.4K
|
249
$33.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.45KNew |
$183K - $206K
|
1.45K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-710- 21.28% |
$89.4K - $101K
|
2.63K
$355K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.71KNew |
$216K - $243K
|
1.71K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
929New |
$117K - $132K
|
929
$125K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-9- 0.05% |
$1.13K - $1.28K
|
18K
$2.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.53KNew |
$193K - $218K
|
1.53K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.37K- 38.17% |
$172K - $194K
|
2.22K
$299K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
25+ 0.32% |
$3.15K - $3.55K
|
7.89K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
115+ 1.53% |
$14.5K - $16.3K
|
7.61K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
285New |
$35.9K - $40.5K
|
285
$38.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-449- 1.45% |
$56.6K - $63.8K
|
30.5K
$4.12M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
601+ 1.53% |
$75.7K - $85.4K
|
40K
$5.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-127- 2.45% |
$16K - $18K
|
5.06K
$683K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-100- 1.18% |
$12.6K - $14.2K
|
8.39K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
166+ 3.06% |
$20.9K - $23.6K
|
5.6K
$756K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2.48KNew |
$312K - $352K
|
2.48K
$335K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.48KNew |
$186K - $210K
|
1.48K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
251+ 9.14% |
$31.6K - $35.7K
|
3K
$405K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-65- 4.12% |
$8.19K - $9.23K
|
1.51K
$205K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-400- 9.84% |
$50.4K - $56.8K
|
3.66K
$495K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
27New |
$3.4K - $3.84K
|
27
$3.65K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-633- 6.12% |
$79.7K - $89.9K
|
9.7K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.46KNew |
$183K - $207K
|
1.46K
$197K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.56K- 35.94% |
$196K - $221K
|
2.77K
$375K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-110K- 95.75% |
$13.9M - $15.7M
|
4.9K
$662K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-660- 5.98% |
$83.1K - $93.7K
|
10.4K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
50New |
$6.3K - $7.1K
|
50
$6.75K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
125New |
$15.7K - $17.8K
|
125
$16.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.5KNew |
$189K - $213K
|
1.5K
$203K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-20- 0.13% |
$2.52K - $2.84K
|
14.9K
$2.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.2K- 5.19% |
$151K - $170K
|
21.9K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.89K- 10.84% |
$237K - $268K
|
15.5K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.34K- 49.98% |
$168K - $190K
|
1.34K
$181K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.45% |
$756 - $852
|
1.35K
$182K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
472New |
$59.4K - $67K
|
472
$63.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-103- 23.25% |
$13K - $14.6K
|
340
$45.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
434New |
$54.7K - $61.6K
|
434
$58.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
216New |
$27.2K - $30.7K
|
216
$29.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-254- 23.48% |
$32K - $36.1K
|
828
$112K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-539- 14.88% |
$67.9K - $76.6K
|
3.08K
$416K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3+ 0.79% |
$378 - $426
|
385
$52K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.87KNew |
$235K - $265K
|
1.87K
$252K
|