Latest Institutional Transactions on Spdr S&P Global Dividend ETF (WDIV)
This table provides information on the latest institutional transactions involving Spdr S&P Global Dividend ETF (WDIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.34KNew |
$225K - $261K
|
4.34K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
27New |
$1.4K - $1.63K
|
27
$1.76K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
51New |
$2.65K - $3.08K
|
51
$3.33K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-933- 29.64% |
$48.4K - $56.3K
|
2.22K
$145K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
179New |
$9.29K - $10.8K
|
179
$11.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.66KNew |
$398K - $462K
|
7.66K
$500K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-958- 10.26% |
$51.1K - $60.4K
|
8.38K
$547K
|
|
| Q2 2022 | |||||||
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
128New |
$7.75K - $8.76K
|
128
$8.36K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
156New |
$9.44K - $10.7K
|
156
$10.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-364Closed |
$22K - $24.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
519New |
$31.4K - $35.5K
|
519
$33.9K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$60.5 - $68.4
|
5.22K
$341K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
35KNew |
$2.12M - $2.39M
|
35K
$2.29M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-377- 9.64% |
$22.8K - $25.8K
|
3.53K
$231K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.8KClosed |
$109K - $123K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
24.3KNew |
$1.47M - $1.66M
|
24.3K
$1.59M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-200Closed |
$12.1K - $13.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-4.66KClosed |
$299K - $322K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$6.42K - $6.91K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-550Closed |
$35.2K - $37.5K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
300New |
$19.2K - $20.4K
|
300
$19.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
4.46KNew |
$285K - $304K
|
4.46K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-57Closed |
$3.64K - $3.88K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2KClosed |
$128K - $136K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
116+ 1.27% |
$7.6K - $7.98K
|
9.22K
$602K
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.31KClosed |
$217K - $228K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.94KClosed |
$193K - $202K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
737+ 22.66% |
$48.3K - $50.7K
|
3.99K
$261K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-401Closed |
$26.6K - $28.6K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
81New |
$5.38K - $5.78K
|
81
$5.29K
|
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.3KNew |
$286K - $307K
|
4.3K
$281K
|
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-725Closed |
$48.2K - $51.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-25Closed |
$1.66K - $1.79K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
450New |
$29.9K - $32.1K
|
450
$29.4K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1K- 80.0% |
$66.5K - $71.4K
|
250
$16.3K
|
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.49KClosed |
$165K - $178K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-99Closed |
$6.58K - $7.07K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-175- 4.09% |
$11.6K - $12.5K
|
4.1K
$268K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
68New |
$4.52K - $4.86K
|
68
$4.44K
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 50.0% |
$6.03K - $6.72K
|
300
$19.6K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-100Closed |
$5.2K - $6.27K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Exane Derivatives
|
SELL
|
- |
-44.4KClosed |
$2.31M - $2.78M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.71KClosed |
$299K - $327K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.17KClosed |
$270K - $296K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Fortem Financial Group, LLC
|
SELL
|
- |
-4KClosed |
$209K - $229K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-341Closed |
$17.8K - $19.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-345Closed |
$15.8K - $20.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-180Closed |
$7.39K - $13K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.92KClosed |
$120K - $211K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-800Closed |
$32.8K - $57.7K
|
0
$0
|
|