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 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-22K- 63.21% |
$2.67M - $3.01M
|
12.8K
$1.8M
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-244- 6.63% |
$29.7K - $33.4K
|
3.43K
$483K
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.12K+ 1.91% |
$136K - $153K
|
60K
$8.43M
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-68- 3.64% |
$8.27K - $9.3K
|
1.8K
$253K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
62+ 0.09% |
$7.54K - $8.48K
|
72.3K
$10.2M
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-100- 23.58% |
$12.2K - $13.7K
|
324
$45.6K
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.75K- 51.9% |
$213K - $239K
|
1.62K
$228K
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
557+ 0.38% |
$67.7K - $76.2K
|
146K
$20.6M
|
|
Jul 24, 2025
Q2 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-2.15K- 53.8% |
$262K - $294K
|
1.85K
$260K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.05K- 63.37% |
$857K - $964K
|
4.08K
$573K
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7+ 0.22% |
$851 - $957
|
3.24K
$456K
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-434- 10.51% |
$52.8K - $59.3K
|
3.69K
$520K
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 2.39% |
$6.08K - $6.84K
|
2.04K
$287K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-263- 6.2% |
$32K - $36K
|
3.98K
$560K
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-10- 0.12% |
$1.22K - $1.37K
|
8.52K
$1.2M
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-808- 4.98% |
$98.2K - $110K
|
15.4K
$2.17M
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.29% |
$2.19K - $2.46K
|
6.12K
$861K
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.21% |
$486 - $547
|
1.94K
$273K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.5KNew |
$547K - $615K
|
4.5K
$633K
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-620- 4.17% |
$75.4K - $84.8K
|
14.2K
$2M
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-777- 20.09% |
$94.5K - $106K
|
3.09K
$435K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2+ 0.01% |
$243 - $273
|
17.4K
$2.44M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.04% |
$122 - $137
|
2.68K
$377K
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-20- 0.22% |
$2.43K - $2.73K
|
9.23K
$1.3M
|
|
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
$14.1K
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-3.19K- 14.27% |
$388K - $436K
|
19.2K
$2.7M
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
82+ 2.58% |
$9.97K - $11.2K
|
3.27K
$459K
|
|
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
$510K
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
86.7K+ 3.39% |
$10.5M - $11.9M
|
2.64M
$372M
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-23- 8.75% |
$2.8K - $3.15K
|
240
$33.8K
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18- 0.4% |
$2.19K - $2.46K
|
4.49K
$631K
|
|
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
$290K
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-60- 1.81% |
$7.29K - $8.2K
|
3.25K
$457K
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-424- 2.7% |
$51.5K - $58K
|
15.3K
$2.15M
|
|
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
$1.92M
|
|
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
$4.13M
|
|
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
$28.3K
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
171+ 8.54% |
$20.8K - $23.4K
|
2.17K
$306K
|
|
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
$3.55M
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-3.96K- 6.1% |
$482K - $542K
|
61K
$8.58M
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
96+ 1.52% |
$11.7K - $13.1K
|
6.4K
$900K
|