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 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.9KNew |
$214K - $249K
|
1.9K
$255K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
32.2K+ 23.51% |
$3.63M - $4.24M
|
169K
$22.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-151- 6.29% |
$17K - $19.9K
|
2.25K
$302K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-3K- 59.0% |
$338K - $395K
|
2.09K
$280K
|
|
|
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
$3.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.36KNew |
$153K - $178K
|
1.36K
$182K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
158+ 6.89% |
$17.8K - $20.8K
|
2.45K
$329K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.81K- 1.33% |
$542K - $633K
|
358K
$48.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-78- 3.79% |
$8.79K - $10.3K
|
1.98K
$266K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
582New |
$65.6K - $76.6K
|
582
$78.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$260K - $304K
|
2.31K
$310K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.29KNew |
$145K - $169K
|
1.29K
$173K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-69- 3.0% |
$7.77K - $9.08K
|
2.23K
$299K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.37KNew |
$605K - $707K
|
5.37K
$721K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
900New |
$101K - $118K
|
900
$121K
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.71KNew |
$193K - $225K
|
1.71K
$230K
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-600- 16.38% |
$67.6K - $78.9K
|
3.06K
$411K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.4K- 25.0% |
$1.28M - $1.49M
|
34.1K
$4.58M
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.66K+ 56.71% |
$187K - $218K
|
4.58K
$615K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1.61KNew |
$181K - $211K
|
1.61K
$216K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.92KNew |
$216K - $252K
|
1.92K
$257K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-425- 19.95% |
$47.9K - $55.9K
|
1.71K
$229K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.73K- 50.78% |
$195K - $228K
|
1.68K
$226K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
2.44K+ 12.66% |
$275K - $321K
|
21.7K
$2.91M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-763- 61.63% |
$86K - $100K
|
475
$63.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-977- 6.79% |
$110K - $129K
|
13.4K
$1.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
72New |
$8.11K - $9.47K
|
72
$9.67K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
4.5KNew |
$507K - $592K
|
4.5K
$604K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.01KNew |
$339K - $395K
|
3.01K
$404K
|
|
|
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
$338K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
47.9K+ 159.51% |
$5.39M - $6.3M
|
77.9K
$10.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
200New |
$22.5K - $26.3K
|
200
$26.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
90+ 26.01% |
$10.1K - $11.8K
|
436
$58.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-49- 0.24% |
$5.52K - $6.45K
|
20.5K
$2.75M
|
|
|
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
$242K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.69KNew |
$303K - $354K
|
2.69K
$361K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
813+ 35.97% |
$91.6K - $107K
|
3.07K
$413K
|
|
|
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
$1.56M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-134- 2.87% |
$15.1K - $17.6K
|
4.54K
$609K
|
|
|
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
$2.99M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1K- 33.92% |
$113K - $132K
|
1.95K
$262K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
460New |
$51.8K - $60.5K
|
460
$61.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
20New |
$2.25K - $2.63K
|
20
$2.69K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
988New |
$111K - $130K
|
988
$133K
|