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 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.71KNew |
$193K - $225K
|
1.71K
$229K
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-600- 16.38% |
$67.6K - $78.9K
|
3.06K
$410K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.4K- 25.0% |
$1.28M - $1.49M
|
34.1K
$4.56M
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.66K+ 56.71% |
$187K - $218K
|
4.58K
$613K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1.61KNew |
$181K - $211K
|
1.61K
$215K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.92KNew |
$216K - $252K
|
1.92K
$256K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-425- 19.95% |
$47.9K - $55.9K
|
1.71K
$228K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.73K- 50.78% |
$195K - $228K
|
1.68K
$225K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
2.44K+ 12.66% |
$275K - $321K
|
21.7K
$2.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-763- 61.63% |
$86K - $100K
|
475
$63.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.69KNew |
$191K - $223K
|
1.69K
$227K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-977- 6.79% |
$110K - $129K
|
13.4K
$1.79M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
72New |
$8.11K - $9.47K
|
72
$9.64K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
4.5KNew |
$507K - $592K
|
4.5K
$603K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.01KNew |
$339K - $395K
|
3.01K
$403K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$202K - $235K
|
1.79K
$240K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.67% |
$1.92K - $2.24K
|
2.52K
$337K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
47.9K+ 159.51% |
$5.39M - $6.3M
|
77.9K
$10.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
200New |
$22.5K - $26.3K
|
200
$26.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
90+ 26.01% |
$10.1K - $11.8K
|
436
$58.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-49- 0.24% |
$5.52K - $6.45K
|
20.5K
$2.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-552- 25.45% |
$62.2K - $72.6K
|
1.62K
$217K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-65- 3.49% |
$7.32K - $8.55K
|
1.8K
$241K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.69KNew |
$303K - $354K
|
2.69K
$360K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
813+ 35.97% |
$91.6K - $107K
|
3.07K
$412K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-124- 40.13% |
$14K - $16.3K
|
185
$24.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-122- 0.52% |
$13.7K - $16.1K
|
23.3K
$3.13M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
3.85K+ 49.72% |
$434K - $507K
|
11.6K
$1.55M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-134- 2.87% |
$15.1K - $17.6K
|
4.54K
$608K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
150New |
$16.9K - $19.7K
|
150
$20.1K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-22- 0.1% |
$2.48K - $2.89K
|
22.3K
$2.98M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1K- 33.92% |
$113K - $132K
|
1.95K
$261K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
460New |
$51.8K - $60.5K
|
460
$61.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
20New |
$2.25K - $2.63K
|
20
$2.68K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
988New |
$111K - $130K
|
988
$132K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
69New |
$7.69K - $9.13K
|
69
$9.24K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-9.3K- 39.95% |
$1.04M - $1.23M
|
14K
$1.87M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.05KNew |
$452K - $536K
|
4.05K
$542K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.46K- 16.0% |
$163K - $193K
|
7.67K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.97K+ 269.95% |
$554K - $657K
|
6.81K
$912K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.32K+ 72.59% |
$371K - $440K
|
7.9K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.34K- 46.86% |
$373K - $442K
|
3.79K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.58K- 39.95% |
$176K - $209K
|
2.38K
$318K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
18.1K+ 291.6% |
$2.02M - $2.39M
|
24.3K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-9.45KClosed |
$1.05M - $1.25M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-54.2K- 39.24% |
$6.05M - $7.18M
|
84K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
- |
234KNew |
$26.1M - $31M
|
234K
$31.3M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
509+ 16.47% |
$56.8K - $67.4K
|
3.6K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
164New |
$18.3K - $21.7K
|
164
$22K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-72- 9.18% |
$8.03K - $9.53K
|
712
$95.3K
|
|