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 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2KNew |
$220K - $251K
|
2K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.08% |
$110 - $126
|
94
$13K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 3.45% |
$110 - $126
|
30
$4.15K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.3KNew |
$2.01M - $2.29M
|
18.3K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1- 0.05% |
$110 - $126
|
1.93K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-98- 5.35% |
$10.8K - $12.3K
|
1.73K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.52KNew |
$388K - $442K
|
3.52K
$487K
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.64KNew |
$181K - $206K
|
1.64K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-485- 41.35% |
$53.4K - $60.9K
|
688
$95.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.14KNew |
$346K - $394K
|
3.14K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.32% |
$771 - $879
|
2.17K
$300K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$237K - $270K
|
2.15K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-36- 1.12% |
$3.97K - $4.52K
|
3.18K
$439K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-686- 3.51% |
$75.6K - $86.1K
|
18.9K
$2.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6+ 0.35% |
$661 - $753
|
1.72K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
306New |
$33.7K - $38.4K
|
306
$42.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
399+ 19.95% |
$44K - $50.1K
|
2.4K
$332K
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.63KNew |
$179K - $204K
|
1.63K
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
3.58K+ 7.1% |
$395K - $450K
|
54K
$7.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.65KNew |
$292K - $333K
|
2.65K
$367K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
342New |
$37.7K - $42.9K
|
342
$47.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-600- 55.81% |
$66.1K - $75.3K
|
475
$65.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.71KNew |
$188K - $215K
|
1.71K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
180New |
$19.8K - $22.6K
|
180
$24.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5+ 0.17% |
$551 - $628
|
2.93K
$405K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-121- 25.53% |
$13.3K - $15.2K
|
353
$48.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.93KNew |
$212K - $242K
|
1.93K
$266K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-459- 9.45% |
$50.6K - $57.6K
|
4.4K
$608K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
414New |
$45.6K - $52K
|
414
$57.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
861New |
$94.9K - $108K
|
861
$119K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.6KNew |
$177K - $201K
|
1.6K
$222K
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-125- 6.93% |
$13.8K - $15.7K
|
1.68K
$232K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.13KNew |
$345K - $393K
|
3.13K
$433K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
200+ 10.0% |
$22K - $25.1K
|
2.2K
$304K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.29KNew |
$252K - $287K
|
2.29K
$316K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-295- 6.93% |
$32.5K - $37K
|
3.96K
$547K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.33K- 13.39% |
$257K - $293K
|
15.1K
$2.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
51+ 0.57% |
$5.62K - $6.4K
|
8.98K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-19- 1.58% |
$2.09K - $2.39K
|
1.18K
$163K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.96K- 37.7% |
$216K - $247K
|
3.25K
$449K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.7KNew |
$188K - $214K
|
1.7K
$236K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-974- 5.92% |
$107K - $122K
|
15.5K
$2.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.22K- 6.56% |
$134K - $153K
|
17.3K
$2.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-100- 1.65% |
$11K - $12.6K
|
5.96K
$823K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-175- 5.66% |
$19.3K - $22K
|
2.92K
$403K
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
6.69KNew |
$738K - $841K
|
6.69K
$925K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-252- 12.9% |
$27.8K - $31.6K
|
1.7K
$235K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
116+ 4.23% |
$12.8K - $14.6K
|
2.86K
$395K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-106- 2.52% |
$11.7K - $13.3K
|
4.1K
$567K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
29+ 0.79% |
$3.2K - $3.64K
|
3.69K
$510K
|
|