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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-100- 5.46% |
$9.18K - $10.7K
|
1.73K
$232K
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-300Closed |
$27.5K - $32.2K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-200Closed |
$18.4K - $21.5K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-346Closed |
$31.7K - $37.1K
|
0
$0
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
139New |
$12.8K - $14.9K
|
139
$18.6K
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-177Closed |
$16.2K - $19K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.6KClosed |
$147K - $172K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.72KClosed |
$249K - $292K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.16KClosed |
$474K - $554K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.81KClosed |
$258K - $301K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
175New |
$16.1K - $18.8K
|
175
$23.4K
|
|
Feb 05, 2021
Q4 2020
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2K- 49.57% |
$184K - $215K
|
2.04K
$273K
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-20Closed |
$1.84K - $2.15K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.12KClosed |
$378K - $442K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Sfmg, LLC
|
SELL
|
- |
-2.58KClosed |
$237K - $277K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Corbenic Partners LLC
|
BUY
|
- |
32New |
$2.94K - $3.44K
|
32
$4.29K
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-40.3KClosed |
$3.7M - $4.33M
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.92KNew |
$176K - $206K
|
1.92K
$257K
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
3.4KNew |
$312K - $365K
|
3.4K
$455K
|
|
Jan 05, 2021
Q4 2020
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.6KClosed |
$330K - $386K
|
0
$0
|
|
Q3 2020 | |||||||
Dec 12, 2024
Q3 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-9KClosed |
$794K - $885K
|
0
$0
|
|
Jul 17, 2024
Q3 2020
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-121Closed |
$10.7K - $11.9K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-46.7KClosed |
$4.12M - $4.59M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
104New |
$9.18K - $10.2K
|
104
$13.9K
|
|
Nov 12, 2020
Q3 2020
|
Barings LLC
|
SELL
|
- |
-11.3KClosed |
$999K - $1.11M
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-58Closed |
$5.12K - $5.7K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-231KClosed |
$20.4M - $22.7M
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-664Closed |
$58.6K - $65.3K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-6.84KClosed |
$603K - $672K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-625Closed |
$55.2K - $61.5K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.83KClosed |
$161K - $180K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-4.23KClosed |
$373K - $416K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.68K+ 7.43% |
$432K - $572K
|
82.1K
$11M
|
|
Aug 19, 2020
Q2 2020
|
Advisory Resource Group
|
SELL
|
- |
-18.3KClosed |
$1.39M - $1.84M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-76Closed |
$5.79K - $7.65K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.52KClosed |
$192K - $253K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7.94KClosed |
$604K - $799K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.76KClosed |
$210K - $277K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Xr Securities LLC
|
SELL
|
- |
-38.9KClosed |
$2.96M - $3.92M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-1.09KClosed |
$82.6K - $109K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-143KClosed |
$10.9M - $14.4M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-200Closed |
$15.2K - $20.1K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-225- 32.14% |
$17.1K - $22.7K
|
475
$63.6K
|
|
Aug 05, 2020
Q2 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.67KClosed |
$279K - $369K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Karp Capital Management Corp
|
SELL
|
- |
-2.89KClosed |
$220K - $291K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.08KClosed |
$235K - $310K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Bray Capital Advisors
|
SELL
|
- |
-3.21K- 84.26% |
$245K - $323K
|
600
$80.3K
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-53Closed |
$4.04K - $5.34K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-53Closed |
$4.04K - $5.34K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-94Closed |
$7.16K - $9.46K
|
0
$0
|