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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.17K- 6.6% |
$279K - $300K
|
30.6K
$4.24M
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
13+ 0.07% |
$1.67K - $1.8K
|
19K
$2.63M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-373- 2.04% |
$48K - $51.7K
|
17.9K
$2.48M
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-674- 1.73% |
$86.8K - $93.5K
|
38.2K
$5.29M
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
255+ 13.68% |
$32.8K - $35.4K
|
2.12K
$294K
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
310New |
$39.9K - $43K
|
310
$43K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.23K- 7.68% |
$158K - $170K
|
14.7K
$2.04M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-525- 9.83% |
$67.6K - $72.8K
|
4.82K
$668K
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.23K+ 13.87% |
$158K - $170K
|
10.1K
$1.4M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.57KNew |
$202K - $217K
|
1.57K
$217K
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.76K- 17.04% |
$613K - $660K
|
23.2K
$3.21M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
672+ 4.11% |
$86.5K - $93.2K
|
17K
$2.36M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
711+ 12.67% |
$91.5K - $98.6K
|
6.32K
$876K
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-150- 5.01% |
$19.3K - $20.8K
|
2.85K
$395K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.44K+ 14.42% |
$185K - $199K
|
11.4K
$1.58M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-917- 1.48% |
$118K - $127K
|
60.9K
$8.44M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-121- 1.87% |
$15.6K - $16.8K
|
6.34K
$879K
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-5- 0.01% |
$644 - $693
|
35.3K
$4.89M
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.1K- 23.15% |
$1.3M - $1.4M
|
33.4K
$4.64M
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
933+ 1.6% |
$120K - $129K
|
59.2K
$8.2M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-810- 1.03% |
$104K - $112K
|
78.1K
$10.8M
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
573+ 8.66% |
$73.8K - $79.5K
|
7.19K
$997K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
620+ 17.92% |
$79.8K - $86K
|
4.08K
$566K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.04K- 6.75% |
$133K - $144K
|
14.3K
$1.98M
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.21K- 9.02% |
$155K - $167K
|
12.2K
$1.69M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-210- 6.63% |
$27K - $29.1K
|
2.96K
$410K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
251+ 0.55% |
$32.3K - $34.8K
|
46.3K
$6.42M
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-865- 22.2% |
$111K - $120K
|
3.03K
$420K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-478- 1.52% |
$61.5K - $66.3K
|
30.9K
$4.28M
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3+ 0.09% |
$386 - $416
|
3.31K
$459K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.91KNew |
$246K - $265K
|
1.91K
$265K
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.21% |
$515 - $555
|
1.93K
$268K
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-245- 14.4% |
$31.5K - $34K
|
1.46K
$202K
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
40.6KNew |
$5.22M - $5.63M
|
40.6K
$5.63M
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-15- 0.91% |
$1.93K - $2.08K
|
1.63K
$225K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-99.7K- 3.48% |
$12.8M - $13.8M
|
2.76M
$383M
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3- 0.11% |
$386 - $416
|
2.75K
$381K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.72K- 4.11% |
$607K - $654K
|
110K
$15.2M
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-177- 4.21% |
$22.8K - $24.5K
|
4.03K
$558K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 0.52% |
$772 - $832
|
1.16K
$160K
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3+ 0.18% |
$386 - $416
|
1.67K
$231K
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
267+ 53.61% |
$34.4K - $37K
|
765
$106K
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-560- 7.37% |
$72.1K - $77.7K
|
7.04K
$975K
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-55- 0.99% |
$7.08K - $7.63K
|
5.51K
$764K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-347- 22.27% |
$44.7K - $48.1K
|
1.21K
$168K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-196- 11.65% |
$25.2K - $27.2K
|
1.49K
$206K
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 30.0% |
$3.86K - $4.16K
|
70
$9.7K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.45K+ 49.86% |
$444K - $478K
|
10.4K
$1.44M
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
179+ 0.61% |
$23K - $24.8K
|
29.7K
$4.12M
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9+ 0.29% |
$1.16K - $1.25K
|
3.09K
$428K
|