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 1,367


Latest Institutional Activity in SDY

Top Purchases

Q4 2025
Joel Isaacson & Co., LLC Shares Held: 2.79M ($385M)
Q4 2025
Capital Performance Advisors LLP Shares Held: 55.2K ($7.62M)
Q4 2025
Shrier Wealth Management, LLC Shares Held: 36.2K ($5M)
Q4 2025
Financial Planning Hawaii, Inc. Shares Held: 25.1K ($3.47M)
Q4 2025
Savvy Advisors, Inc. Shares Held: 19K ($2.63M)

Top Sells

Q4 2025
Cwm, LLC Shares Held: 69K ($9.53M)
Q4 2025
Ubs Group Ag Shares Held: 1.71M ($237M)
Q4 2025
Forbes Financial Planning, Inc. Shares Held: 12.1K ($1.67M)
Q4 2025
M&T Bank Corp Shares Held: 88.5K ($12.2M)
Q4 2025
Capital Investment Advisors, LLC Shares Held: 503K ($69.5M)

About SDY

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