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 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
174New |
$22.9K - $25.1K
|
174
$22.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1KNew |
$132K - $144K
|
1K
$129K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.83KNew |
$241K - $263K
|
1.83K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.51K- 3.9% |
$593K - $649K
|
111K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.16K- 3.03% |
$153K - $167K
|
37.2K
$4.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.93K- 25.83% |
$649K - $709K
|
14.1K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5K+ 1.54% |
$1.38M - $1.51M
|
692K
$89.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-552- 5.64% |
$72.7K - $79.5K
|
9.24K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
12+ 0.68% |
$1.58K - $1.73K
|
1.78K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-152- 2.03% |
$20K - $21.9K
|
7.34K
$949K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.72K+ 30.91% |
$226K - $248K
|
7.28K
$942K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
653K+ 62.99% |
$85.9M - $94M
|
1.69M
$219M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.17K+ 1.56% |
$153K - $168K
|
76K
$9.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.29KNew |
$302K - $330K
|
2.29K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.6% |
$658 - $720
|
832
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.2K- 10.3% |
$3.05M - $3.34M
|
202K
$26.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.43K- 14.69% |
$189K - $206K
|
8.32K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
149+ 6.22% |
$19.6K - $21.5K
|
2.55K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.03KNew |
$267K - $292K
|
2.03K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-58- 0.15% |
$7.64K - $8.35K
|
37.6K
$4.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.75KNew |
$362K - $396K
|
2.75K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
5.22KNew |
$688K - $752K
|
5.22K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1KNew |
$132K - $144K
|
1K
$129K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
52+ 0.18% |
$6.85K - $7.49K
|
29.2K
$3.78M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
1.01K+ 2.44% |
$133K - $146K
|
42.5K
$5.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-949- 4.67% |
$125K - $137K
|
19.4K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-272- 1.06% |
$35.8K - $39.2K
|
25.5K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 11.49% |
$1.36M - $1.49M
|
101K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.35K- 2.26% |
$177K - $194K
|
58.2K
$7.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-612- 3.59% |
$80.6K - $88.1K
|
16.4K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.11K+ 1.93% |
$146K - $160K
|
58.5K
$7.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-70- 2.93% |
$9.22K - $10.1K
|
2.32K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.72K+ 50.15% |
$227K - $248K
|
5.16K
$668K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
SELL
|
- |
-114- 1.89% |
$15K - $16.4K
|
5.92K
$767K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 0.01% |
$132 - $144
|
10.5K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
500+ 29.1% |
$65.8K - $72K
|
2.22K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
226+ 2.75% |
$29.8K - $32.5K
|
8.43K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
725+ 1.12% |
$95.5K - $104K
|
65.7K
$8.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
63New |
$8.29K - $9.07K
|
63
$8.15K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-8.97K- 9.1% |
$1.18M - $1.29M
|
89.6K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
960+ 507.94% |
$126K - $138K
|
1.15K
$149K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
19+ 0.29% |
$2.5K - $2.74K
|
6.56K
$849K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
190+ 10.25% |
$25K - $27.4K
|
2.04K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.7K- 77.26% |
$750K - $821K
|
1.68K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-568- 6.23% |
$74.8K - $81.8K
|
8.55K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.09KNew |
$670K - $733K
|
5.09K
$659K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17+ 3.0% |
$2.24K - $2.45K
|
584
$75.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
80+ 0.71% |
$10.5K - $11.5K
|
11.4K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
38.8KNew |
$5.11M - $5.58M
|
38.8K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
355+ 2.71% |
$46.7K - $51.1K
|
13.5K
$1.74M
|