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 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
1.52KNew |
$185K - $208K
|
1.52K
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
122+ 0.52% |
$14.8K - $16.7K
|
23.4K
$3.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-98- 5.5% |
$11.9K - $13.4K
|
1.69K
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-2.78K- 12.47% |
$338K - $380K
|
19.5K
$2.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
64+ 0.67% |
$7.78K - $8.75K
|
9.56K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-25- 0.7% |
$3.04K - $3.42K
|
3.55K
$500K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
451+ 27.65% |
$54.8K - $61.7K
|
2.08K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
398New |
$48.4K - $54.4K
|
398
$56K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
43+ 1.19% |
$5.23K - $5.88K
|
3.66K
$514K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-125- 1.6% |
$15.2K - $17.1K
|
7.69K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5+ 0.03% |
$608 - $684
|
14.7K
$2.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-262- 0.77% |
$31.9K - $35.8K
|
33.6K
$4.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-1.12K- 66.11% |
$136K - $153K
|
572
$80.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-665- 9.5% |
$80.9K - $90.9K
|
6.34K
$891K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-130- 1.4% |
$15.8K - $17.8K
|
9.13K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-850- 21.64% |
$103K - $116K
|
3.08K
$433K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-6- 2.69% |
$729 - $820
|
217
$30.5K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.41K+ 1.24% |
$536K - $602K
|
359K
$50.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.83K- 5.59% |
$222K - $250K
|
30.8K
$4.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
473+ 9.62% |
$57.5K - $64.7K
|
5.39K
$758K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-60- 0.78% |
$7.29K - $8.2K
|
7.62K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-884- 1.69% |
$107K - $121K
|
51.4K
$7.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4+ 0.22% |
$486 - $547
|
1.86K
$261K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-83- 0.73% |
$10.1K - $11.3K
|
11.3K
$1.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
274+ 1245.45% |
$33.3K - $37.5K
|
296
$41.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
390+ 2.44% |
$47.4K - $53.3K
|
16.4K
$2.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
SELL
|
- |
-241- 0.62% |
$29.3K - $33K
|
38.7K
$5.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-200- 7.86% |
$24.3K - $27.3K
|
2.34K
$330K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-41- 0.9% |
$4.98K - $5.61K
|
4.52K
$636K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
10+ 0.32% |
$1.22K - $1.37K
|
3.1K
$435K
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
6.09KNew |
$740K - $833K
|
6.09K
$857K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
245+ 6.42% |
$29.8K - $33.5K
|
4.06K
$571K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-155- 3.36% |
$18.8K - $21.2K
|
4.46K
$627K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
665+ 2.33% |
$80.9K - $90.9K
|
29.3K
$4.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.19K+ 35.46% |
$752K - $846K
|
23.6K
$3.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-441- 3.66% |
$53.6K - $60.3K
|
11.6K
$1.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.71K- 5.7% |
$572K - $644K
|
78K
$11M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.6K- 26.47% |
$194K - $218K
|
4.43K
$624K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
113+ 2.3% |
$13.7K - $15.5K
|
5.03K
$707K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.64KNew |
$443K - $498K
|
3.64K
$512K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.49K- 12.16% |
$181K - $204K
|
10.8K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.21% |
$1.09K - $1.23K
|
4.22K
$593K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9+ 0.25% |
$1.09K - $1.23K
|
3.62K
$510K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-402- 19.23% |
$48.9K - $55K
|
1.69K
$238K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
137+ 0.81% |
$16.7K - $18.7K
|
17.2K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-100- 4.01% |
$12.2K - $13.7K
|
2.4K
$337K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
993+ 22.74% |
$121K - $136K
|
5.36K
$754K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.28K- 7.45% |
$277K - $312K
|
28.3K
$3.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-177- 1.88% |
$21.5K - $24.2K
|
9.22K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.4K- 48.11% |
$4.3M - $4.84M
|
38.2K
$5.37M
|