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 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 2.44% |
$115 - $128
|
42
$5.61K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
174+ 4.51% |
$20K - $22.2K
|
4.03K
$539K
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.68K- 11.82% |
$308K - $342K
|
20K
$2.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4+ 0.2% |
$460 - $510
|
1.97K
$264K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7.5KNew |
$863K - $957K
|
7.5K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
321+ 103.22% |
$36.9K - $41K
|
632
$84.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1+ 0.83% |
$115 - $128
|
121
$16.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.12K+ 4.64% |
$129K - $143K
|
25.2K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-35- 9.09% |
$4.03K - $4.47K
|
350
$46.8K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.54K+ 3.54% |
$292K - $324K
|
74.5K
$9.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-200- 15.38% |
$23K - $25.5K
|
1.1K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11K- 5.38% |
$1.27M - $1.41M
|
194K
$25.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-213- 5.03% |
$24.5K - $27.2K
|
4.02K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.07K- 36.26% |
$123K - $137K
|
1.88K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
620+ 4.92% |
$71.3K - $79.1K
|
13.2K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.2K- 26.06% |
$138K - $153K
|
3.4K
$455K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
666New |
$76.6K - $85K
|
666
$89K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.12K- 24.47% |
$129K - $143K
|
3.45K
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
100+ 43.86% |
$11.5K - $12.8K
|
328
$43.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
11.6KNew |
$1.33M - $1.48M
|
11.6K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.65KNew |
$650K - $721K
|
5.65K
$756K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
71New |
$8.17K - $9.06K
|
71
$9.49K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-336- 3.02% |
$38.6K - $42.9K
|
10.8K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
125+ 5.09% |
$14.4K - $15.9K
|
2.58K
$345K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.71K- 4.49% |
$196K - $218K
|
36.3K
$4.85M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
122New |
$14K - $15.6K
|
122
$16.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.84K- 6.98% |
$211K - $234K
|
24.5K
$3.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.15% |
$345 - $383
|
2.05K
$273K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
800+ 400.0% |
$92K - $102K
|
1K
$134K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
17+ 0.66% |
$1.96K - $2.17K
|
2.59K
$346K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.57K- 50.98% |
$641K - $711K
|
5.36K
$716K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.87KNew |
$214K - $238K
|
1.87K
$249K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
231K+ 18.56% |
$26.6M - $29.5M
|
1.48M
$198M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
600+ 15.11% |
$69K - $76.5K
|
4.57K
$611K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.44K- 43.61% |
$396K - $439K
|
4.45K
$595K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 21.88% |
$20.1K - $22.3K
|
975
$130K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10.9KNew |
$1.25M - $1.39M
|
10.9K
$1.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-94- 28.66% |
$10.8K - $12K
|
234
$31.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.79K+ 4.35% |
$205K - $228K
|
42.8K
$5.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.03K- 18.14% |
$233K - $259K
|
9.16K
$1.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.13K- 16.88% |
$244K - $271K
|
10.5K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-79- 4.31% |
$9.09K - $10.1K
|
1.75K
$234K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
47+ 0.73% |
$5.41K - $6K
|
6.53K
$872K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.64% |
$920 - $1.02K
|
1.25K
$168K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.23K- 19.34% |
$142K - $157K
|
5.15K
$688K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
2.07KNew |
$238K - $264K
|
2.07K
$277K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 14.93% |
$257K - $285K
|
12.7K
$1.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.57% |
$230 - $255
|
350
$46.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-140- 3.59% |
$16.1K - $17.9K
|
3.76K
$503K
|
|
|
Oct 10, 2023
Q3 2023
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-90- 3.51% |
$10.4K - $11.5K
|
2.47K
$330K
|