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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-5- 0.87% |
$563 - $658
|
570
$76.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
300+ 30.0% |
$33.8K - $39.5K
|
1.3K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
227New |
$25.6K - $29.9K
|
227
$30.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
BUY
|
- |
1.62KNew |
$182K - $212K
|
1.62K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-30- 39.47% |
$3.38K - $3.95K
|
46
$6.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
862+ 5.8% |
$97.1K - $113K
|
15.7K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
3.16KNew |
$356K - $415K
|
3.16K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.48KNew |
$280K - $327K
|
2.48K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.5MNew |
$168M - $197M
|
1.5M
$200M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-57K- 48.72% |
$6.42M - $7.5M
|
60K
$8.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-664K- 99.2% |
$74.8M - $87.4M
|
5.35K
$716K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-113- 2.52% |
$12.7K - $14.9K
|
4.38K
$587K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-194- 3.86% |
$21.9K - $25.5K
|
4.83K
$647K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
342New |
$38.5K - $45K
|
342
$45.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
323New |
$36.4K - $42.5K
|
323
$43.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-67.8K- 98.57% |
$7.63M - $8.92M
|
984
$132K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
477New |
$53.7K - $62.8K
|
477
$63.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
12.4KNew |
$1.4M - $1.63M
|
12.4K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.14K- 34.75% |
$128K - $150K
|
2.14K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
17+ 0.73% |
$1.92K - $2.24K
|
2.35K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.91K+ 624.59% |
$215K - $251K
|
2.21K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.85KNew |
$208K - $243K
|
1.85K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.01K- 2.04% |
$114K - $133K
|
48.5K
$6.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-62- 9.37% |
$6.98K - $8.16K
|
600
$80.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-232- 12.29% |
$26.1K - $30.5K
|
1.66K
$222K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
300+ 11.06% |
$33.8K - $39.5K
|
3.01K
$403K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.73KNew |
$195K - $228K
|
1.73K
$232K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
1.74KNew |
$196K - $229K
|
1.74K
$233K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.89K+ 37.29% |
$213K - $249K
|
6.96K
$932K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
985New |
$111K - $130K
|
985
$132K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.78KNew |
$538K - $629K
|
4.78K
$640K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$11.3K - $13.2K
|
100
$13.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
270New |
$30.4K - $35.5K
|
270
$36.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.9KNew |
$214K - $249K
|
1.9K
$254K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
32.2K+ 23.51% |
$3.63M - $4.24M
|
169K
$22.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-151- 6.29% |
$17K - $19.9K
|
2.25K
$301K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-3K- 59.0% |
$338K - $395K
|
2.09K
$279K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
1.63KNew |
$184K - $215K
|
1.63K
$219K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4.68K+ 21.83% |
$527K - $616K
|
26.1K
$3.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.36KNew |
$153K - $178K
|
1.36K
$181K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
158+ 6.89% |
$17.8K - $20.8K
|
2.45K
$328K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.4KNew |
$270K - $315K
|
2.4K
$321K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.81K- 1.33% |
$542K - $633K
|
358K
$47.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-78- 3.79% |
$8.79K - $10.3K
|
1.98K
$265K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
582New |
$65.6K - $76.6K
|
582
$77.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$260K - $304K
|
2.31K
$309K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.29KNew |
$145K - $169K
|
1.29K
$172K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-69- 3.0% |
$7.77K - $9.08K
|
2.23K
$298K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.37KNew |
$605K - $707K
|
5.37K
$719K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
900New |
$101K - $118K
|
900
$121K
|