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 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.75KNew |
$362K - $396K
|
2.75K
$369K
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
5.22KNew |
$688K - $752K
|
5.22K
$702K
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1KNew |
$132K - $144K
|
1K
$134K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
52+ 0.18% |
$6.85K - $7.49K
|
29.2K
$3.92M
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
8.6KNew |
$1.13M - $1.24M
|
8.6K
$1.15M
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
1.01K+ 2.44% |
$133K - $146K
|
42.5K
$5.7M
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-949- 4.67% |
$125K - $137K
|
19.4K
$2.6M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-272- 1.06% |
$35.8K - $39.2K
|
25.5K
$3.42M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 11.49% |
$1.36M - $1.49M
|
101K
$13.5M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.35K- 2.26% |
$177K - $194K
|
58.2K
$7.82M
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-612- 3.59% |
$80.6K - $88.1K
|
16.4K
$2.21M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.11K+ 1.93% |
$146K - $160K
|
58.5K
$7.86M
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-70- 2.93% |
$9.22K - $10.1K
|
2.32K
$312K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.72K+ 50.15% |
$227K - $248K
|
5.16K
$693K
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
SELL
|
- |
-114- 1.89% |
$15K - $16.4K
|
5.92K
$796K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 0.01% |
$132 - $144
|
10.5K
$1.42M
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
500+ 29.1% |
$65.8K - $72K
|
2.22K
$298K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
226+ 2.75% |
$29.8K - $32.5K
|
8.43K
$1.13M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
725+ 1.12% |
$95.5K - $104K
|
65.7K
$8.82M
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
63New |
$8.29K - $9.07K
|
63
$8.46K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-8.97K- 9.1% |
$1.18M - $1.29M
|
89.6K
$12M
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
960+ 507.94% |
$126K - $138K
|
1.15K
$154K
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
19+ 0.29% |
$2.5K - $2.74K
|
6.56K
$881K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
190+ 10.25% |
$25K - $27.4K
|
2.04K
$274K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.7K- 77.26% |
$750K - $821K
|
1.68K
$225K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-568- 6.23% |
$74.8K - $81.8K
|
8.55K
$1.15M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.09KNew |
$670K - $733K
|
5.09K
$683K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17+ 3.0% |
$2.24K - $2.45K
|
584
$78.4K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
80+ 0.71% |
$10.5K - $11.5K
|
11.4K
$1.53M
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
38.8KNew |
$5.11M - $5.58M
|
38.8K
$5.21M
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
355+ 2.71% |
$46.7K - $51.1K
|
13.5K
$1.81M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
31+ 0.56% |
$4.08K - $4.46K
|
5.58K
$749K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150+ 0.09% |
$19.7K - $21.6K
|
165K
$22.2M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
56.8K+ 220.81% |
$7.47M - $8.17M
|
82.5K
$11.1M
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.59% |
$132 - $144
|
171
$23K
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-224- 0.92% |
$29.5K - $32.3K
|
24.2K
$3.25M
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.86KNew |
$245K - $268K
|
1.86K
$250K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
335K+ 18.97% |
$44.2M - $48.3M
|
2.1M
$282M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-139- 2.54% |
$18.3K - $20K
|
5.34K
$718K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60.9K- 4.69% |
$8.02M - $8.77M
|
1.24M
$166M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
492+ 1.43% |
$64.8K - $70.8K
|
35K
$4.7M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-39- 10.08% |
$5.13K - $5.62K
|
348
$46.7K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-604- 5.76% |
$79.5K - $87K
|
9.89K
$1.33M
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
114+ 0.12% |
$15K - $16.4K
|
94.7K
$12.7M
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.56KNew |
$205K - $224K
|
1.56K
$209K
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-70- 3.05% |
$9.22K - $10.1K
|
2.23K
$299K
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-63- 3.78% |
$8.29K - $9.07K
|
1.61K
$216K
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-9- 0.49% |
$1.18K - $1.3K
|
1.82K
$244K
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
60+ 3.66% |
$7.9K - $8.64K
|
1.7K
$228K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.13K- 4.31% |
$281K - $307K
|
47.3K
$6.36M
|