Latest Institutional Transactions on Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information on the latest institutional transactions involving Spdr Series Tr Spdr S&P Divide (SDY) 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 |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-20- 0.22% |
$2.43K - $2.73K
|
9.23K
$1.29M
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-579- 5.21% |
$70.4K - $79.2K
|
10.5K
$1.48M
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
100New |
$12.2K - $13.7K
|
100
$14K
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-3.19K- 14.27% |
$388K - $436K
|
19.2K
$2.69M
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
82+ 2.58% |
$9.97K - $11.2K
|
3.27K
$458K
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-21.6K- 42.33% |
$2.63M - $2.96M
|
29.5K
$4.13M
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
8+ 0.46% |
$973 - $1.09K
|
1.75K
$246K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13+ 0.07% |
$1.58K - $1.78K
|
17.9K
$2.51M
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-76- 2.05% |
$9.24K - $10.4K
|
3.63K
$509K
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
86.7K+ 3.39% |
$10.5M - $11.9M
|
2.64M
$371M
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-23- 8.75% |
$2.8K - $3.15K
|
240
$33.7K
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18- 0.4% |
$2.19K - $2.46K
|
4.49K
$629K
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 1.08% |
$122 - $137
|
94
$13.2K
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-74- 3.47% |
$9K - $10.1K
|
2.06K
$289K
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-60- 1.81% |
$7.29K - $8.2K
|
3.25K
$456K
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-424- 2.7% |
$51.5K - $58K
|
15.3K
$2.14M
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-57- 0.56% |
$6.93K - $7.79K
|
10.1K
$1.42M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-121- 0.88% |
$14.7K - $16.5K
|
13.6K
$1.91M
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.44K+ 14.3% |
$176K - $197K
|
11.5K
$1.62M
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-64- 0.22% |
$7.78K - $8.75K
|
29.3K
$4.12M
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-10.2K- 49.27% |
$1.24M - $1.39M
|
10.5K
$1.47M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
16.5K+ 21.16% |
$2.01M - $2.26M
|
94.6K
$13.3M
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
201New |
$24.4K - $27.5K
|
201
$28.2K
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
171+ 8.54% |
$20.8K - $23.4K
|
2.17K
$305K
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.89K+ 6.59% |
$595K - $669K
|
79.2K
$11.1M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.58K- 12.42% |
$435K - $489K
|
25.2K
$3.54M
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-3.96K- 6.1% |
$482K - $542K
|
61K
$8.56M
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
96+ 1.52% |
$11.7K - $13.1K
|
6.4K
$898K
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-101- 0.72% |
$12.3K - $13.8K
|
13.9K
$1.94M
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
3.47K+ 7.22% |
$422K - $475K
|
51.6K
$7.24M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.21K+ 5.75% |
$390K - $439K
|
59K
$8.28M
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8+ 0.31% |
$973 - $1.09K
|
2.62K
$368K
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-7- 0.17% |
$851 - $957
|
4.22K
$592K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
71+ 0.63% |
$8.63K - $9.71K
|
11.4K
$1.6M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-91- 2.37% |
$11.1K - $12.4K
|
3.75K
$527K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-37- 1.24% |
$4.5K - $5.06K
|
2.94K
$412K
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-350- 3.67% |
$42.6K - $47.9K
|
9.19K
$1.29M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.68K+ 11.75% |
$204K - $229K
|
16K
$2.24M
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
353+ 5.09% |
$42.9K - $48.3K
|
7.29K
$1.02M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13K+ 390.25% |
$1.58M - $1.77M
|
16.3K
$2.29M
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-110- 1.81% |
$13.4K - $15K
|
5.98K
$838K
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-100- 0.5% |
$12.2K - $13.7K
|
20K
$2.8M
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.62KNew |
$197K - $222K
|
1.62K
$227K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.47K+ 58.7% |
$301K - $338K
|
6.69K
$938K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.25K- 3.87% |
$151K - $170K
|
30.9K
$4.34M
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-128- 3.92% |
$15.6K - $17.5K
|
3.14K
$440K
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
31+ 0.57% |
$3.77K - $4.24K
|
5.5K
$771K
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.97K- 2.68% |
$361K - $406K
|
108K
$15.1M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.36K+ 2.66% |
$165K - $186K
|
52.5K
$7.37M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.23% |
$486 - $547
|
1.76K
$246K
|