Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-252- 12.9% |
$27.8K - $31.6K
|
1.7K
$219K
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-200- 3.4% |
$22K - $25.1K
|
5.69K
$732K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-175- 5.66% |
$19.3K - $22K
|
2.92K
$375K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-171- 8.59% |
$18.8K - $21.5K
|
1.82K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-125- 6.93% |
$13.8K - $15.7K
|
1.68K
$216K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-121- 25.53% |
$13.3K - $15.2K
|
353
$45.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-106- 2.52% |
$11.7K - $13.3K
|
4.1K
$528K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-106- 3.25% |
$11.7K - $13.3K
|
3.16K
$407K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-100- 1.65% |
$11K - $12.6K
|
5.96K
$767K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-98- 5.35% |
$10.8K - $12.3K
|
1.73K
$223K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-83- 2.07% |
$9.15K - $10.4K
|
3.93K
$506K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-71- 1.09% |
$7.82K - $8.92K
|
6.43K
$828K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 1.72% |
$4.3K - $4.9K
|
2.23K
$287K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-36- 1.12% |
$3.97K - $4.52K
|
3.18K
$409K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-19- 1.58% |
$2.09K - $2.39K
|
1.18K
$152K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-4- 0.24% |
$441 - $502
|
1.68K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1- 0.05% |
$110 - $126
|
1.93K
$249K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11K- 5.38% |
$1.27M - $1.41M
|
194K
$25M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.57K- 50.98% |
$641K - $711K
|
5.36K
$690K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.44K- 43.61% |
$396K - $439K
|
4.45K
$573K
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.68K- 11.82% |
$308K - $342K
|
20K
$2.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 14.93% |
$257K - $285K
|
12.7K
$1.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.13K- 16.88% |
$244K - $271K
|
10.5K
$1.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.03K- 18.14% |
$233K - $259K
|
9.16K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.84K- 6.98% |
$211K - $234K
|
24.5K
$3.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.71K- 4.49% |
$196K - $218K
|
36.3K
$4.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.23K- 19.34% |
$142K - $157K
|
5.15K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.2K- 26.06% |
$138K - $153K
|
3.4K
$438K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.12K- 24.47% |
$129K - $143K
|
3.45K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.07K- 36.26% |
$123K - $137K
|
1.88K
$242K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-336- 3.02% |
$38.6K - $42.9K
|
10.8K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-213- 5.03% |
$24.5K - $27.2K
|
4.02K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-200- 15.38% |
$23K - $25.5K
|
1.1K
$142K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-140- 3.59% |
$16.1K - $17.9K
|
3.76K
$484K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-94- 28.66% |
$10.8K - $12K
|
234
$30.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-90- 3.51% |
$10.4K - $11.5K
|
2.47K
$318K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-79- 4.31% |
$9.09K - $10.1K
|
1.75K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-35- 9.09% |
$4.03K - $4.47K
|
350
$45.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-5- 0.11% |
$575 - $638
|
4.7K
$605K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-784K- 97.74% |
$91.9M - $97.9M
|
18.1K
$2.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.42K- 10.74% |
$518K - $552K
|
36.7K
$4.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.19K- 59.56% |
$374K - $399K
|
2.17K
$279K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.22K- 0.77% |
$260K - $277K
|
285K
$36.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.06K- 54.67% |
$241K - $257K
|
1.7K
$219K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.55K- 42.54% |
$182K - $194K
|
2.09K
$270K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.12K- 28.52% |
$131K - $140K
|
2.81K
$362K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-596Closed |
$69.9K - $74.5K
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-524- 21.98% |
$61.5K - $65.5K
|
1.86K
$239K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-468- 28.02% |
$54.9K - $58.5K
|
1.2K
$155K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-460- 5.61% |
$54K - $57.5K
|
7.74K
$996K
|
|