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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
291+ 7.31% |
$33.2K - $38.5K
|
4.27K
$550K
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
250New |
$28.5K - $33.1K
|
250
$32.2K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
226+ 226.0% |
$25.8K - $29.9K
|
326
$42K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
148New |
$16.9K - $19.6K
|
148
$19.1K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
96+ 240.0% |
$11K - $12.7K
|
136
$17.5K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
82New |
$9.35K - $10.8K
|
82
$10.6K
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
43+ 1.4% |
$4.91K - $5.69K
|
3.12K
$402K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
39New |
$4.45K - $5.16K
|
39
$5.02K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
36New |
$4.11K - $4.76K
|
36
$4.63K
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
31+ 0.16% |
$3.54K - $4.1K
|
19.1K
$2.46M
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25+ 1.01% |
$2.85K - $3.31K
|
2.5K
$322K
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
19New |
$2.17K - $2.51K
|
19
$2.45K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
5+ 0.23% |
$570 - $662
|
2.16K
$279K
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3+ 0.17% |
$342 - $397
|
1.76K
$226K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.4KNew |
$1.26M - $1.36M
|
10.4K
$1.34M
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.94KNew |
$357K - $384K
|
2.94K
$378K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
694New |
$84.4K - $90.7K
|
694
$89.3K
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
362New |
$44K - $47.3K
|
362
$46.6K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
360New |
$43.8K - $47.1K
|
360
$46.3K
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
225New |
$27.4K - $29.4K
|
225
$29K
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
200+ 2.18% |
$24.3K - $26.2K
|
9.39K
$1.21M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
49New |
$5.96K - $6.41K
|
49
$6.31K
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
17.9K+ 28.56% |
$2.13M - $2.31M
|
80.7K
$10.4M
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6.35KNew |
$755K - $820K
|
6.35K
$818K
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
4.73KNew |
$562K - $611K
|
4.73K
$609K
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.1KNew |
$250K - $271K
|
2.1K
$270K
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.75KNew |
$208K - $226K
|
1.75K
$225K
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.69KNew |
$200K - $218K
|
1.69K
$217K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
403+ 37.01% |
$47.9K - $52K
|
1.49K
$192K
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
359New |
$42.7K - $46.4K
|
359
$46.2K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
158New |
$18.8K - $20.4K
|
158
$20.3K
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20New |
$2.38K - $2.58K
|
20
$2.57K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
44.7KNew |
$5.23M - $5.62M
|
44.7K
$5.75M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
13KNew |
$1.52M - $1.64M
|
13K
$1.67M
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.82KNew |
$213K - $229K
|
1.82K
$235K
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
376+ 22.08% |
$44K - $47.3K
|
2.08K
$268K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
17.3KNew |
$2.05M - $2.2M
|
17.3K
$2.23M
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
12.7KNew |
$1.51M - $1.62M
|
12.7K
$1.64M
|
|
Aug 10, 2021
Q2 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.9KNew |
$344K - $369K
|
2.9K
$373K
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
500New |
$59.4K - $63.7K
|
500
$64.4K
|
|
Q1 2021 | |||||||
Apr 12, 2021
Q1 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
1.88KNew |
$196K - $225K
|
1.88K
$241K
|
|
May 14, 2021
Q1 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$189K - $217K
|
1.81K
$233K
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
515New |
$53.8K - $61.7K
|
515
$66.3K
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
500New |
$52.2K - $59.9K
|
500
$64.4K
|
|
Q4 2020 | |||||||
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
3.4KNew |
$312K - $365K
|
3.4K
$438K
|
|
Jan 26, 2021
Q4 2020
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.92KNew |
$176K - $206K
|
1.92K
$247K
|
|
Feb 09, 2021
Q4 2020
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
175New |
$16.1K - $18.8K
|
175
$22.5K
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
139New |
$12.8K - $14.9K
|
139
$17.9K
|
|
Jan 29, 2021
Q4 2020
|
Corbenic Partners LLC
|
BUY
|
- |
32New |
$2.94K - $3.44K
|
32
$4.12K
|