Latest Institutional Purchases of Spdr Series Tr Spdr S&P Divide (SDY)
This list provides information on the latest institutional transactions involving Spdr Series Tr Spdr S&P Divide (SDY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
273+ 16.62% |
$34.4K - $38.8K
|
1.92K
$257K
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
251+ 9.14% |
$31.6K - $35.7K
|
3K
$402K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
249New |
$31.4K - $35.4K
|
249
$33.4K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
224New |
$28.2K - $31.8K
|
224
$30.1K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
216New |
$27.2K - $30.7K
|
216
$29K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
180+ 4.36% |
$22.7K - $25.6K
|
4.31K
$579K
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
171New |
$21.5K - $24.3K
|
171
$23K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
166+ 3.06% |
$20.9K - $23.6K
|
5.6K
$752K
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
140+ 6.18% |
$17.6K - $19.9K
|
2.41K
$323K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
125New |
$15.7K - $17.8K
|
125
$16.8K
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
115+ 1.53% |
$14.5K - $16.3K
|
7.61K
$1.02M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
105New |
$13.2K - $14.9K
|
105
$14.1K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
100New |
$12.6K - $14.2K
|
100
$13.4K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
69+ 0.48% |
$8.69K - $9.8K
|
14.4K
$1.93M
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
50New |
$6.3K - $7.1K
|
50
$6.71K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
45New |
$5.67K - $6.39K
|
45
$6.04K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
43+ 1.01% |
$5.42K - $6.11K
|
4.32K
$579K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
29+ 0.56% |
$3.65K - $4.12K
|
5.19K
$696K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
27New |
$3.4K - $3.84K
|
27
$3.63K
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
25+ 2.58% |
$3.15K - $3.55K
|
994
$133K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
25+ 0.32% |
$3.15K - $3.55K
|
7.89K
$1.06M
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
23+ 0.51% |
$2.9K - $3.27K
|
4.52K
$607K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
23+ 176.92% |
$2.9K - $3.27K
|
36
$4.83K
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
22+ 9.95% |
$2.77K - $3.12K
|
243
$32.6K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14+ 0.67% |
$1.76K - $1.99K
|
2.12K
$284K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.45% |
$756 - $852
|
1.35K
$181K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3+ 0.79% |
$378 - $426
|
385
$51.7K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
3+ 1.22% |
$378 - $426
|
248
$33.3K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2New |
$252 - $284
|
2
$269
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.15% |
$252 - $284
|
1.38K
$185K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
6.93KNew |
$863K - $918K
|
6.93K
$930K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
5.11KNew |
$637K - $677K
|
5.11K
$686K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.29K+ 1205.86% |
$410K - $436K
|
3.57K
$479K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.88KNew |
$358K - $381K
|
2.88K
$386K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.58KNew |
$322K - $342K
|
2.58K
$347K
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.42KNew |
$301K - $320K
|
2.42K
$325K
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.35KNew |
$293K - $312K
|
2.35K
$316K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.31KNew |
$287K - $305K
|
2.31K
$310K
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.22KNew |
$276K - $293K
|
2.22K
$297K
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$249K - $265K
|
2K
$269K
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2K+ 102.77% |
$249K - $265K
|
3.95K
$530K
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.89KNew |
$236K - $251K
|
1.89K
$254K
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.83KNew |
$228K - $243K
|
1.83K
$246K
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
1.6KNew |
$199K - $212K
|
1.6K
$214K
|
|
Aug 14, 2024
Q2 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
1.59KNew |
$198K - $210K
|
1.59K
$213K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.35K+ 538.0% |
$168K - $178K
|
1.6K
$214K
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
812+ 15.64% |
$101K - $108K
|
6K
$806K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
545+ 7.27% |
$67.9K - $72.2K
|
8.04K
$1.08M
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
441New |
$54.9K - $58.4K
|
441
$59.2K
|