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 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
14K+ 27.29% |
$1.8M - $1.94M
|
65.3K
$9.05M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-59- 0.36% |
$7.6K - $8.18K
|
16.3K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-436K- 64.21% |
$56.1M - $60.4M
|
243K
$33.7M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-964- 4.71% |
$124K - $134K
|
19.5K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-275- 4.64% |
$35.4K - $38.1K
|
5.65K
$783K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.48KNew |
$190K - $205K
|
1.48K
$204K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-14- 0.63% |
$1.8K - $1.94K
|
2.2K
$306K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-563- 11.11% |
$72.5K - $78.1K
|
4.5K
$624K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-178- 3.89% |
$22.9K - $24.7K
|
4.4K
$610K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-346- 6.47% |
$44.5K - $48K
|
5K
$693K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.5KNew |
$193K - $208K
|
1.5K
$208K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-34- 1.04% |
$4.38K - $4.71K
|
3.24K
$449K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
576+ 2.67% |
$74.2K - $79.9K
|
22.2K
$3.07M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
21+ 0.5% |
$2.7K - $2.91K
|
4.18K
$580K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-226- 2.58% |
$29.1K - $31.3K
|
8.55K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.85K- 37.53% |
$367K - $395K
|
4.74K
$657K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-35- 0.45% |
$4.51K - $4.85K
|
7.79K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.75K- 7.94% |
$1.13M - $1.21M
|
101K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.83K+ 0.55% |
$493K - $531K
|
696K
$96.5M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
650+ 3.75% |
$83.7K - $90.1K
|
18K
$2.49M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-530- 4.44% |
$68.2K - $73.5K
|
11.4K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.12K- 14.0% |
$272K - $293K
|
13K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.05KNew |
$264K - $284K
|
2.05K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-90- 2.78% |
$11.6K - $12.5K
|
3.15K
$437K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-935- 2.53% |
$120K - $130K
|
36K
$4.99M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-138K- 53.76% |
$17.7M - $19.1M
|
118K
$16.4M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-5.27K- 32.89% |
$679K - $731K
|
10.8K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.49K- 19.64% |
$192K - $207K
|
6.11K
$848K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.3% |
$1.54K - $1.66K
|
4.06K
$562K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-39- 0.41% |
$5.02K - $5.41K
|
9.57K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.34K+ 5.35% |
$173K - $186K
|
26.4K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-16- 1.0% |
$2.06K - $2.22K
|
1.59K
$220K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-17.6K- 2.33% |
$2.26M - $2.44M
|
738K
$102M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-960- 17.15% |
$124K - $133K
|
4.64K
$643K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
100New |
$12.9K - $13.9K
|
100
$13.9K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-249- 4.82% |
$32.1K - $34.5K
|
4.91K
$681K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 20.51% |
$134K - $145K
|
4.05K
$561K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-21.5K- 42.4% |
$2.76M - $2.98M
|
29.2K
$4.04M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.35K- 10.84% |
$174K - $188K
|
11.1K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.01% |
$386 - $416
|
20.2K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.55K- 36.33% |
$328K - $353K
|
4.46K
$618K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 1.06% |
$1.29K - $1.39K
|
936
$130K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
365+ 1.64% |
$47K - $50.6K
|
22.7K
$3.14M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-164- 0.55% |
$21.1K - $22.7K
|
29.4K
$4.08M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-838- 24.37% |
$108K - $116K
|
2.6K
$360K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
3+ 0.13% |
$386 - $416
|
2.23K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.55KNew |
$328K - $354K
|
2.55K
$354K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.39K- 2.93% |
$178K - $192K
|
45.9K
$6.37M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.84K+ 6.39% |
$365K - $393K
|
47.2K
$6.55M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-915- 2.55% |
$118K - $127K
|
34.9K
$4.84M
|