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 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.06KNew |
$133K - $150K
|
1.06K
$143K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.5KNew |
$189K - $213K
|
1.5K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34.5K- 1.53% |
$4.35M - $4.9M
|
2.22M
$300M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.9K- 4.11% |
$3.77M - $4.25M
|
698K
$94.3M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.46KNew |
$184K - $207K
|
1.46K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
171New |
$21.5K - $24.3K
|
171
$23.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-70- 2.31% |
$8.82K - $9.94K
|
2.96K
$399K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-106- 1.16% |
$13.4K - $15.1K
|
9.04K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
23+ 176.92% |
$2.9K - $3.27K
|
36
$4.86K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-60- 2.07% |
$7.56K - $8.52K
|
2.84K
$383K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
3+ 1.22% |
$378 - $426
|
248
$33.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-48- 1.52% |
$6.05K - $6.82K
|
3.11K
$420K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.42KNew |
$179K - $202K
|
1.42K
$192K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-100- 2.06% |
$12.6K - $14.2K
|
4.75K
$642K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-713- 6.55% |
$89.8K - $101K
|
10.2K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
73+ 3.7% |
$9.19K - $10.4K
|
2.04K
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
1.52KNew |
$192K - $216K
|
1.52K
$206K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14+ 0.67% |
$1.76K - $1.99K
|
2.12K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
29+ 0.56% |
$3.65K - $4.12K
|
5.19K
$700K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.46KNew |
$184K - $207K
|
1.46K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-34- 1.33% |
$4.28K - $4.83K
|
2.52K
$341K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-35- 2.23% |
$4.41K - $4.97K
|
1.53K
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-176- 7.59% |
$22.2K - $25K
|
2.14K
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-4- 2.3% |
$504 - $568
|
170
$23K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-30- 1.8% |
$3.78K - $4.26K
|
1.63K
$221K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.45KNew |
$183K - $206K
|
1.45K
$196K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
105New |
$13.2K - $14.9K
|
105
$14.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
117New |
$14.7K - $16.6K
|
117
$15.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.51KNew |
$316K - $356K
|
2.51K
$339K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.26KNew |
$285K - $321K
|
2.26K
$305K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.45K- 50.97% |
$435K - $491K
|
3.32K
$449K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-81- 5.08% |
$10.2K - $11.5K
|
1.51K
$204K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
9.53K+ 5.42% |
$1.2M - $1.35M
|
185K
$25M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
426+ 4.64% |
$53.7K - $60.5K
|
9.6K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.1K+ 2.12% |
$138K - $156K
|
52.7K
$7.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.5KNew |
$189K - $213K
|
1.5K
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.49KNew |
$187K - $211K
|
1.49K
$201K
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-209- 0.25% |
$26.3K - $29.7K
|
84K
$11.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.49KNew |
$187K - $211K
|
1.49K
$201K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
441+ 23.4% |
$55.5K - $62.6K
|
2.33K
$314K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 2.72% |
$25.2K - $28.4K
|
7.15K
$966K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-15- 10.79% |
$1.89K - $2.13K
|
124
$16.8K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
69+ 0.48% |
$8.69K - $9.8K
|
14.4K
$1.95M
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-162- 3.07% |
$20.2K - $21.5K
|
5.11K
$691K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-6.97KClosed |
$869K - $924K
|
0
$0
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-59- 73.75% |
$7.35K - $7.82K
|
21
$2.84K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2K+ 102.77% |
$249K - $265K
|
3.95K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-200- 6.07% |
$24.9K - $26.5K
|
3.09K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
150+ 4.18% |
$18.7K - $19.9K
|
3.74K
$505K
|
|