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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-784K- 97.74% |
$91.9M - $97.9M
|
18.1K
$2.44M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-596Closed |
$69.9K - $74.5K
|
0
$0
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
100New |
$11.7K - $12.5K
|
100
$13.5K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-175- 18.88% |
$20.5K - $21.9K
|
752
$101K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
50KNew |
$5.87M - $6.25M
|
50K
$6.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.27KNew |
$266K - $284K
|
2.27K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.52KNew |
$295K - $315K
|
2.52K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
406+ 7.61% |
$47.6K - $50.7K
|
5.74K
$773K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
640+ 5.78% |
$75.1K - $80K
|
11.7K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
2.8KNew |
$328K - $350K
|
2.8K
$377K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
93New |
$10.9K - $11.6K
|
93
$12.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
40.2KNew |
$4.72M - $5.02M
|
40.2K
$5.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
36.5K+ 4.91% |
$4.28M - $4.56M
|
780K
$105M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
521+ 16.35% |
$61.1K - $65.1K
|
3.71K
$499K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
25+ 100.0% |
$2.93K - $3.12K
|
50
$6.73K
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.74KNew |
$204K - $218K
|
1.74K
$235K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.8K+ 64.29% |
$211K - $225K
|
4.6K
$619K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-407- 16.41% |
$47.7K - $50.9K
|
2.07K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
1.73KNew |
$202K - $216K
|
1.73K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
400New |
$46.9K - $50K
|
400
$53.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.12K- 28.52% |
$131K - $140K
|
2.81K
$378K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
12.1KNew |
$1.42M - $1.52M
|
12.1K
$1.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
472+ 21.36% |
$55.4K - $59K
|
2.68K
$361K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-325- 4.65% |
$38.1K - $40.6K
|
6.66K
$896K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
127New |
$14.9K - $15.9K
|
127
$17.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-42- 1.48% |
$4.93K - $5.25K
|
2.79K
$376K
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
3.5KNew |
$411K - $437K
|
3.5K
$471K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.46KNew |
$406K - $433K
|
3.46K
$466K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-50- 31.45% |
$5.87K - $6.25K
|
109
$14.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 1.16% |
$1.17K - $1.25K
|
875
$118K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.91% |
$117 - $125
|
111
$14.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-4- -0.0% |
$469 - $500
|
102K
$13.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.98KNew |
$232K - $247K
|
1.98K
$266K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-369- 3.44% |
$43.3K - $46.1K
|
10.4K
$1.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.18KNew |
$491K - $523K
|
4.18K
$563K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 0.73% |
$821 - $875
|
960
$129K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
260New |
$30.5K - $32.5K
|
260
$35K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.89KNew |
$222K - $236K
|
1.89K
$254K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
588+ 6.86% |
$69K - $73.5K
|
9.15K
$1.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-460- 5.61% |
$54K - $57.5K
|
7.74K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-278- 7.56% |
$32.6K - $34.7K
|
3.4K
$457K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.19K- 59.56% |
$374K - $399K
|
2.17K
$291K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-295- 4.28% |
$34.6K - $36.9K
|
6.6K
$889K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.93% |
$2.35K - $2.5K
|
2.12K
$285K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$296K - $315K
|
2.52K
$340K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.42K- 10.74% |
$518K - $552K
|
36.7K
$4.94M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.06K- 54.67% |
$241K - $257K
|
1.7K
$229K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
520+ 93.69% |
$61K - $65K
|
1.08K
$145K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-35- 1.8% |
$4.11K - $4.37K
|
1.91K
$257K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-411- 14.57% |
$48.2K - $51.4K
|
2.41K
$324K
|