Institutional shares held 70.9 Million
48.3K calls
39.7K puts
Total value of holdings $9.83B
$6.7M calls
$5.51M puts
# of Institutions 1,324


Latest Institutional Activity in SDY

Top Purchases

Q2 2025
Capital Investment Advisors, LLC Shares Held: 515K ($72.2M)
Q2 2025
Joel Isaacson & Co., LLC Shares Held: 2.64M ($371M)
Q2 2025
Confluence Investment Management LLC Shares Held: 75.3K ($10.6M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 16.3K ($2.29M)
Q2 2025
Forza Wealth Management, LLC Shares Held: 7K ($982K)

Top Sells

Q2 2025
Legacy Financial Group LLC Shares Held: 287K ($40.2M)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 641K ($90M)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 19.4K ($2.72M)
Q2 2025
Kingswood Wealth Advisors, LLC Shares Held: 29.5K ($4.13M)
Q2 2025
Truist Financial Corp Shares Held: 810K ($114M)

About SDY

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