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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
3.16KNew |
$356K - $415K
|
3.16K
$407K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.01KNew |
$339K - $395K
|
3.01K
$387K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.93KNew |
$330K - $385K
|
2.93K
$377K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.69KNew |
$303K - $354K
|
2.69K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.48KNew |
$280K - $327K
|
2.48K
$320K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
2.44K+ 12.66% |
$275K - $321K
|
21.7K
$2.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.4KNew |
$270K - $315K
|
2.4K
$309K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$260K - $304K
|
2.31K
$297K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.92KNew |
$216K - $252K
|
1.92K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.91K+ 624.59% |
$215K - $251K
|
2.21K
$285K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.9KNew |
$214K - $249K
|
1.9K
$244K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.89K+ 37.29% |
$213K - $249K
|
6.96K
$896K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.85KNew |
$208K - $243K
|
1.85K
$238K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$202K - $235K
|
1.79K
$230K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
1.74KNew |
$196K - $229K
|
1.74K
$224K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.73KNew |
$195K - $228K
|
1.73K
$223K
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.71KNew |
$193K - $225K
|
1.71K
$220K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.69KNew |
$191K - $223K
|
1.69K
$218K
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.66K+ 56.71% |
$187K - $218K
|
4.58K
$590K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
1.63KNew |
$184K - $215K
|
1.63K
$210K
|
|
|
Feb 16, 2023
Q4 2022
|
Weybosset Research & Management LLC
|
BUY
|
- |
1.63KNew |
$183K - $214K
|
1.63K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
BUY
|
- |
1.62KNew |
$182K - $212K
|
1.62K
$208K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1.61KNew |
$181K - $211K
|
1.61K
$207K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.36KNew |
$153K - $178K
|
1.36K
$174K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.29KNew |
$145K - $169K
|
1.29K
$166K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
988New |
$111K - $130K
|
988
$127K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
985New |
$111K - $130K
|
985
$127K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
900New |
$101K - $118K
|
900
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
862+ 5.8% |
$97.1K - $113K
|
15.7K
$2.02M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
813+ 35.97% |
$91.6K - $107K
|
3.07K
$396K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
582New |
$65.6K - $76.6K
|
582
$74.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
530New |
$59.7K - $69.7K
|
530
$68.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
477New |
$53.7K - $62.8K
|
477
$61.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
460New |
$51.8K - $60.5K
|
460
$59.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
342New |
$38.5K - $45K
|
342
$44K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
323New |
$36.4K - $42.5K
|
323
$41.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
300+ 30.0% |
$33.8K - $39.5K
|
1.3K
$167K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
300+ 11.06% |
$33.8K - $39.5K
|
3.01K
$388K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
292New |
$32.9K - $38.4K
|
292
$37.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
270New |
$30.4K - $35.5K
|
270
$34.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
227New |
$25.6K - $29.9K
|
227
$29.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
200New |
$22.5K - $26.3K
|
200
$25.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
158+ 6.89% |
$17.8K - $20.8K
|
2.45K
$316K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
150New |
$16.9K - $19.7K
|
150
$19.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$11.3K - $13.2K
|
100
$12.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
90+ 26.01% |
$10.1K - $11.8K
|
436
$56.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
72New |
$8.11K - $9.47K
|
72
$9.27K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
45New |
$5.07K - $5.92K
|
45
$5.79K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
20New |
$2.25K - $2.63K
|
20
$2.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
17+ 0.73% |
$1.92K - $2.24K
|
2.35K
$302K
|