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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.47% |
$122 - $131
|
214
$28.6K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
116+ 7.2% |
$14.2K - $15.2K
|
1.73K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.83KNew |
$835K - $896K
|
6.83K
$912K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-250- 9.15% |
$30.6K - $32.8K
|
2.48K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-300- 13.64% |
$36.7K - $39.4K
|
1.9K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-500- 11.35% |
$61.1K - $65.6K
|
3.91K
$522K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-224- 10.45% |
$27.4K - $29.4K
|
1.92K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-86- 3.96% |
$10.5K - $11.3K
|
2.09K
$279K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.85% |
$122 - $131
|
118
$15.8K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
13KNew |
$1.59M - $1.7M
|
13K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.52K- 46.23% |
$431K - $462K
|
4.1K
$548K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.13K- 41.28% |
$138K - $148K
|
1.6K
$214K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-580- 18.59% |
$70.9K - $76.1K
|
2.54K
$340K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-50- 2.7% |
$6.11K - $6.56K
|
1.8K
$241K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.24K- 93.76% |
$518K - $556K
|
282
$37.7K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.76K+ 42.44% |
$215K - $231K
|
5.9K
$789K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 15.03% |
$61.1K - $65.6K
|
2.83K
$378K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-488- 14.4% |
$59.7K - $64K
|
2.9K
$388K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
876+ 22.04% |
$107K - $115K
|
4.85K
$648K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
317New |
$38.8K - $41.6K
|
317
$42.4K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
842New |
$103K - $111K
|
842
$113K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
10+ 7.75% |
$1.22K - $1.31K
|
139
$18.6K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
6.26KNew |
$765K - $821K
|
6.26K
$836K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
215New |
$26.3K - $28.2K
|
215
$28.7K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.71KNew |
$209K - $224K
|
1.71K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-757- 7.26% |
$92.6K - $99.3K
|
9.68K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
73New |
$8.93K - $9.58K
|
73
$9.76K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.3K- 2.4% |
$159K - $171K
|
53.1K
$7.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-68- 11.79% |
$8.32K - $8.92K
|
509
$68K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1New |
$122 - $131
|
1
$134
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.95KNew |
$360K - $387K
|
2.95K
$394K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28New |
$3.42K - $3.67K
|
28
$3.74K
|
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-1.47K- 26.81% |
$179K - $192K
|
4K
$535K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-25- 0.12% |
$3.06K - $3.28K
|
21K
$2.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-133- 17.66% |
$16.3K - $17.5K
|
620
$82.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.07K- 9.84% |
$131K - $141K
|
9.84K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
2.25KNew |
$275K - $295K
|
2.25K
$301K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
218+ 52.4% |
$26.7K - $28.6K
|
634
$84.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.84KNew |
$225K - $241K
|
1.84K
$246K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-37- 33.04% |
$4.52K - $4.86K
|
75
$10K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-81- 9.04% |
$9.9K - $10.6K
|
815
$109K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-750- 27.33% |
$91.7K - $98.4K
|
1.99K
$267K
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-62- 0.89% |
$7.58K - $8.14K
|
6.9K
$923K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1K- 19.14% |
$122K - $131K
|
4.22K
$565K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-140- 4.25% |
$17.1K - $18.4K
|
3.16K
$422K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1K- 52.63% |
$122K - $131K
|
900
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-155- 35.8% |
$19K - $20.3K
|
278
$37.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
3.8KNew |
$465K - $499K
|
3.8K
$508K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-900- 27.07% |
$110K - $118K
|
2.43K
$324K
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.6KNew |
$196K - $210K
|
1.6K
$214K
|