Institutional shares held 70.6 Million
59.5K calls
29.7K puts
Total value of holdings $9.76B
$8.22M calls
$4.11M puts
# of Institutions 1,355


Latest Institutional Activity in SDY

Top Purchases

Q3 2025
Ubs Group Ag Shares Held: 1.73M ($239M)
Q3 2025
Coldstream Capital Management Inc Shares Held: 224K ($30.9M)
Q3 2025
Cetera Investment Advisers Shares Held: 793K ($110M)
Q3 2025
Lanham O'Dell & Company, Inc. Shares Held: 199K ($27.5M)
Q3 2025
Evelyn Partners Investment Management (Europe) LTD Shares Held: 75.7K ($10.5M)

Top Sells

Q3 2025
Assetmark, Inc Shares Held: 3.54K ($489K)
Q3 2025
Baltimore Washington Financial Advisors, Inc. Shares Held: 29.5K ($4.07M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 1.09M ($150M)
Q3 2025
1 St Source Bank Shares Held: 608K ($84M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 967K ($134M)

About SDY

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