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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-151Closed |
$17.9K - $19.5K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-134Closed |
$15.9K - $17.3K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-125- 25.77% |
$14.9K - $16.1K
|
360
$48.2K
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-99Closed |
$11.8K - $12.8K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-20Closed |
$2.38K - $2.58K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-10- 0.39% |
$1.19K - $1.29K
|
2.57K
$344K
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4Closed |
$475 - $516
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.09% |
$238 - $258
|
2.25K
$301K
|
|
Q3 2021 | |||||||
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-308KClosed |
$36.1M - $38.8M
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-229KClosed |
$26.8M - $28.8M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42KClosed |
$4.92M - $5.28M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-25.3K- 87.64% |
$2.97M - $3.19M
|
3.58K
$479K
|
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-25KClosed |
$2.93M - $3.14M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-11.8KClosed |
$1.38M - $1.48M
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-3.45K- 64.44% |
$404K - $433K
|
1.9K
$255K
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.33KClosed |
$390K - $419K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.32KClosed |
$272K - $292K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-2.31KClosed |
$271K - $291K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.27KClosed |
$266K - $285K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.88KClosed |
$221K - $237K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.71KClosed |
$201K - $216K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Dash Acquisitions Inc.
|
SELL
|
- |
-1.65KClosed |
$193K - $207K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.65KClosed |
$193K - $207K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.6K- 24.27% |
$188K - $201K
|
5K
$670K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.07KClosed |
$125K - $134K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-766Closed |
$89.7K - $96.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-342Closed |
$40.1K - $43K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-310Closed |
$36.3K - $39K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-255Closed |
$29.9K - $32.1K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-241Closed |
$28.2K - $30.3K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-232Closed |
$27.2K - $29.2K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-140Closed |
$16.4K - $17.6K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-124Closed |
$14.5K - $15.6K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-102- 71.83% |
$11.9K - $12.8K
|
40
$5.36K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-21Closed |
$2.46K - $2.64K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-16.4KClosed |
$1.95M - $2.09M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-11.6KClosed |
$1.37M - $1.47M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-10.6KClosed |
$1.26M - $1.35M
|
0
$0
|
|
Jul 09, 2024
Q2 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.36KClosed |
$399K - $429K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Independent Family Office, LLC
|
SELL
|
- |
-2.77KClosed |
$328K - $353K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.24KClosed |
$266K - $285K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Ballast, Inc.
|
SELL
|
- |
-2.19KClosed |
$260K - $279K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.45KClosed |
$172K - $185K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-146Closed |
$17.3K - $18.6K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-100Closed |
$11.9K - $12.7K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-75Closed |
$8.91K - $9.56K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-49Closed |
$5.82K - $6.25K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-42Closed |
$4.99K - $5.35K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-27- 77.14% |
$3.21K - $3.44K
|
8
$1.07K
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-16Closed |
$1.9K - $2.04K
|
0
$0
|