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 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
77+ 4.15% |
$9.91K - $10.7K
|
1.93K
$268K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-30- 0.76% |
$3.86K - $4.16K
|
3.91K
$543K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
23+ 0.25% |
$2.96K - $3.19K
|
9.39K
$1.3M
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-105- 3.19% |
$13.5K - $14.6K
|
3.18K
$441K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
100+ 1.52% |
$12.9K - $13.9K
|
6.69K
$927K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
225+ 12.49% |
$29K - $31.2K
|
2.03K
$281K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-502- 4.4% |
$64.6K - $69.6K
|
10.9K
$1.51M
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
101New |
$13K - $14K
|
101
$14K
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-165- 7.03% |
$21.2K - $22.9K
|
2.18K
$303K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-108- 0.6% |
$13.9K - $15K
|
17.9K
$2.47M
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
28+ 0.25% |
$3.6K - $3.88K
|
11.4K
$1.58M
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-267- 5.55% |
$34.4K - $37K
|
4.54K
$630K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-173- 99.43% |
$22.3K - $24K
|
1
$139
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-35- 1.32% |
$4.51K - $4.85K
|
2.61K
$362K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-330- 1.2% |
$42.5K - $45.8K
|
27.3K
$3.78M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
157+ 0.71% |
$20.2K - $21.8K
|
22.3K
$3.09M
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-162- 4.13% |
$20.9K - $22.5K
|
3.76K
$521K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-8.22K- 9.04% |
$1.06M - $1.14M
|
82.7K
$11.5M
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
140New |
$18K - $19.4K
|
140
$19.4K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
903+ 30.32% |
$116K - $125K
|
3.88K
$538K
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2+ 0.04% |
$257 - $277
|
4.65K
$645K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-133- 1.35% |
$17.1K - $18.4K
|
9.74K
$1.35M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
250+ 1.46% |
$32.2K - $34.7K
|
17.4K
$2.41M
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.11% |
$515 - $555
|
3.52K
$488K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-270- 9.15% |
$34.8K - $37.4K
|
2.68K
$372K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-183- 6.33% |
$23.6K - $25.4K
|
2.71K
$376K
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-205- 1.84% |
$26.4K - $28.4K
|
10.9K
$1.52M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.31K+ 9.66% |
$684K - $736K
|
60.3K
$8.36M
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
50+ 1.98% |
$6.44K - $6.93K
|
2.57K
$356K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.37% |
$2.96K - $3.19K
|
6.29K
$872K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-21.9K- 30.32% |
$2.82M - $3.04M
|
50.4K
$6.99M
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3K- 7.45% |
$386K - $416K
|
37.3K
$5.17M
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-200- 1.1% |
$25.7K - $27.7K
|
18K
$2.5M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-222- 4.32% |
$28.6K - $30.8K
|
4.92K
$682K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-36- 0.85% |
$4.63K - $4.99K
|
4.22K
$584K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-20- 0.99% |
$2.57K - $2.77K
|
2K
$278K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.7K- 31.23% |
$1.12M - $1.21M
|
19.1K
$2.65M
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-154- 6.36% |
$19.8K - $21.4K
|
2.27K
$314K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 59.35% |
$1.47M - $1.58M
|
7.81K
$1.08M
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.5KNew |
$193K - $208K
|
1.5K
$208K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-226- 0.85% |
$29.1K - $31.3K
|
26.4K
$3.66M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
191+ 5.9% |
$24.6K - $26.5K
|
3.43K
$475K
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-50- 0.79% |
$6.44K - $6.93K
|
6.31K
$874K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$257 - $277
|
2
$277
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
798+ 0.98% |
$103K - $111K
|
82.4K
$11.4M
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.46% |
$5.92K - $6.38K
|
3.11K
$431K
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-50- 0.63% |
$6.44K - $6.93K
|
7.9K
$1.09M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3K+ 183.19% |
$1.45M - $1.57M
|
17.5K
$2.42M
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-764- 1.2% |
$98.4K - $106K
|
62.9K
$8.71M
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
175+ 8.57% |
$22.5K - $24.3K
|
2.22K
$307K
|