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 1,352


Latest Institutional Activity in SDY

Top Purchases

Q4 2025
Ransom Advisory, LTD Shares Held: 5.07K ($700K)
Q4 2025
Park Avenue Securities LLC Shares Held: 17.2K ($2.38M)
Q4 2025
Clear Trail Advisors, LLC Shares Held: 2.89K ($399K)
Q4 2025
Martin Capital Partners, LLC Shares Held: 6.67K ($922K)
Q4 2025
Sar Wealth Management Group, LLC Shares Held: 95.9K ($13.3M)

Top Sells

Q4 2025
Precedent Wealth Partners, LLC Shares Held: 71.7K ($9.92M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 372K ($51.5M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 14.1K ($1.95M)
Q4 2025
Regent Peak Wealth Advisors LLC Shares Held: 95.9K ($13.3M)
Q4 2025
Graves Light Lenhart Wealth, Inc. Shares Held: 182K ($25.1M)

About SDY

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