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 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.1K+ 17.74% |
$130K - $145K
|
7.3K
$978K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-70- 3.28% |
$8.24K - $9.25K
|
2.07K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
180+ 4.83% |
$21.2K - $23.8K
|
3.91K
$524K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.7KNew |
$200K - $225K
|
1.7K
$228K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.15KNew |
$371K - $417K
|
3.15K
$422K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.49K- 2.46% |
$176K - $197K
|
59.1K
$7.91M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
31.7KNew |
$3.73M - $4.19M
|
31.7K
$4.24M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$235 - $264
|
2.36K
$317K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-4.15K- 10.45% |
$489K - $549K
|
35.6K
$4.77M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.52KNew |
$297K - $333K
|
2.52K
$338K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
25+ 8.17% |
$2.94K - $3.3K
|
331
$44.3K
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
649+ 0.29% |
$76.4K - $85.8K
|
227K
$30.3M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.21K- 34.49% |
$261K - $293K
|
4.2K
$563K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
70New |
$8.24K - $9.25K
|
70
$9.37K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.62KNew |
$191K - $214K
|
1.62K
$217K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$1.06K - $1.19K
|
9
$1.21K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
605New |
$71.2K - $80K
|
605
$81K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
53+ 11.7% |
$6.24K - $7.01K
|
506
$67.8K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
147New |
$17.3K - $19.4K
|
147
$19.7K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
160+ 5.98% |
$18.8K - $21.1K
|
2.84K
$380K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
13+ 0.47% |
$1.53K - $1.72K
|
2.79K
$373K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-275- 7.72% |
$32.4K - $36.3K
|
3.29K
$440K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-60.7K- 53.81% |
$7.14M - $8.02M
|
52.1K
$6.97M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 1.12% |
$1.41K - $1.59K
|
1.06K
$142K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.2K- 37.67% |
$377K - $423K
|
5.3K
$709K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
396+ 12.89% |
$46.6K - $52.3K
|
3.47K
$464K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-280- 13.19% |
$33K - $37K
|
1.84K
$247K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
14.8KNew |
$1.74M - $1.95M
|
14.8K
$1.98M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
72New |
$8.48K - $9.52K
|
72
$9.64K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
206+ 515.0% |
$24.3K - $27.2K
|
246
$32.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
150New |
$17.7K - $19.8K
|
150
$20.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
250New |
$29.4K - $33K
|
250
$33.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
98New |
$11.5K - $13K
|
98
$13.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.41KNew |
$1.11M - $1.24M
|
9.41K
$1.26M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.8K+ 139900.0% |
$329K - $370K
|
2.8K
$375K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-11.3K- 47.95% |
$1.33M - $1.49M
|
12.2K
$1.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.32% |
$235 - $264
|
623
$83.4K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
294New |
$34.6K - $38.9K
|
294
$39.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-100- 5.36% |
$11.8K - $13.2K
|
1.77K
$236K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
172New |
$20.3K - $22.7K
|
172
$23K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-10- 33.33% |
$1.18K - $1.32K
|
20
$2.68K
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.95KNew |
$445K - $520K
|
3.95K
$529K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.93KNew |
$330K - $385K
|
2.93K
$392K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
5.37KNew |
$605K - $707K
|
5.37K
$719K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-136- 31.48% |
$15.3K - $17.9K
|
296
$39.6K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
292New |
$32.9K - $38.4K
|
292
$39.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
530New |
$59.7K - $69.7K
|
530
$71K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
45New |
$5.07K - $5.92K
|
45
$6.03K
|
|
|
Feb 16, 2023
Q4 2022
|
Weybosset Research & Management LLC
|
BUY
|
- |
1.63KNew |
$183K - $214K
|
1.63K
$218K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-2.69K- 12.85% |
$303K - $354K
|
18.3K
$2.44M
|
|