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 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.3K- 0.68% |
$1.01M - $1.13M
|
1.21M
$170M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
79+ 329.17% |
$9.6K - $10.8K
|
103
$14.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-674- 6.72% |
$81.9K - $92.2K
|
9.36K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.95K+ 10.86% |
$237K - $267K
|
19.9K
$2.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4+ 0.25% |
$486 - $547
|
1.59K
$224K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6+ 0.3% |
$729 - $820
|
1.99K
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.79K- 3.36% |
$826K - $929K
|
195K
$27.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
497+ 18.82% |
$60.4K - $68K
|
3.14K
$441K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-29.4K- 78.93% |
$3.58M - $4.02M
|
7.85K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-5.38K- 11.72% |
$654K - $736K
|
40.6K
$5.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.24K- 6.87% |
$394K - $443K
|
44K
$6.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
130+ 0.72% |
$15.8K - $17.8K
|
18.2K
$2.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-395- 4.21% |
$48K - $54K
|
8.99K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4+ 0.23% |
$486 - $547
|
1.73K
$244K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
122+ 4.03% |
$14.8K - $16.7K
|
3.15K
$443K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-65- 0.28% |
$7.9K - $8.89K
|
23.3K
$3.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-258- 14.26% |
$31.4K - $35.3K
|
1.55K
$218K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-435- 12.62% |
$52.9K - $59.5K
|
3.01K
$424K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-72- 0.16% |
$8.75K - $9.85K
|
46.2K
$6.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-385- 3.53% |
$46.8K - $52.6K
|
10.5K
$1.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.36K+ 66.63% |
$166K - $187K
|
3.41K
$480K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.21K- 28.19% |
$268K - $302K
|
5.62K
$790K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.28K- 23.79% |
$398K - $448K
|
10.5K
$1.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.29% |
$1.34K - $1.5K
|
3.83K
$538K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 4.47% |
$12.2K - $13.7K
|
2.14K
$300K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-526- 2.37% |
$64K - $71.9K
|
21.6K
$3.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
248New |
$30.2K - $33.9K
|
248
$34.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.63% |
$243 - $273
|
321
$45.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-75- 2.82% |
$9.12K - $10.3K
|
2.58K
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-14.5K- 27.38% |
$1.76M - $1.98M
|
38.4K
$5.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-151- 15.5% |
$18.4K - $20.6K
|
823
$116K
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-400- 3.65% |
$48.6K - $54.7K
|
10.5K
$1.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-234- 4.59% |
$28.4K - $32K
|
4.87K
$684K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.4% |
$3.04K - $3.42K
|
6.32K
$888K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.36K- 2.7% |
$166K - $186K
|
49K
$6.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
220+ 0.6% |
$26.7K - $30.1K
|
36.9K
$5.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3.92KNew |
$476K - $536K
|
3.92K
$551K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.53KNew |
$185K - $209K
|
1.53K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 3.06% |
$12.2K - $13.7K
|
3.17K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-846- 8.31% |
$103K - $116K
|
9.33K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1.57K+ 15.44% |
$191K - $214K
|
11.7K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
140+ 3.27% |
$17K - $19.1K
|
4.42K
$622K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-650- 8.33% |
$79K - $88.9K
|
7.15K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.33K- 33.77% |
$405K - $456K
|
6.54K
$920K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-27- 0.48% |
$3.28K - $3.69K
|
5.62K
$791K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.96KNew |
$238K - $267K
|
1.96K
$275K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-49- 0.19% |
$5.96K - $6.7K
|
25.7K
$3.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-484- 0.6% |
$58.8K - $66.2K
|
80.2K
$11.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.32K+ 21.39% |
$161K - $181K
|
7.5K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-275- 0.74% |
$33.4K - $37.6K
|
37.1K
$5.22M
|