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 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-101- 0.72% |
$12.3K - $13.8K
|
13.9K
$1.95M
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
3.47K+ 7.22% |
$422K - $475K
|
51.6K
$7.25M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.21K+ 5.75% |
$390K - $439K
|
59K
$8.3M
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8+ 0.31% |
$973 - $1.09K
|
2.62K
$369K
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-7- 0.17% |
$851 - $957
|
4.22K
$593K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
71+ 0.63% |
$8.63K - $9.71K
|
11.4K
$1.6M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-91- 2.37% |
$11.1K - $12.4K
|
3.75K
$528K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-37- 1.24% |
$4.5K - $5.06K
|
2.94K
$413K
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-350- 3.67% |
$42.6K - $47.9K
|
9.19K
$1.29M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.68K+ 11.75% |
$204K - $229K
|
16K
$2.24M
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
353+ 5.09% |
$42.9K - $48.3K
|
7.29K
$1.03M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13K+ 390.25% |
$1.58M - $1.77M
|
16.3K
$2.29M
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-110- 1.81% |
$13.4K - $15K
|
5.98K
$840K
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-100- 0.5% |
$12.2K - $13.7K
|
20K
$2.81M
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.62KNew |
$197K - $222K
|
1.62K
$228K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.47K+ 58.7% |
$301K - $338K
|
6.69K
$941K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.25K- 3.87% |
$151K - $170K
|
30.9K
$4.35M
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-128- 3.92% |
$15.6K - $17.5K
|
3.14K
$441K
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
31+ 0.57% |
$3.77K - $4.24K
|
5.5K
$773K
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.97K- 2.68% |
$361K - $406K
|
108K
$15.2M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.36K+ 2.66% |
$165K - $186K
|
52.5K
$7.39M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.23% |
$486 - $547
|
1.76K
$247K
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-48- 1.76% |
$5.84K - $6.56K
|
2.68K
$378K
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
940+ 11.9% |
$114K - $129K
|
8.84K
$1.24M
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-65- 23.47% |
$7.9K - $8.89K
|
212
$29.8K
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3+ 0.16% |
$365 - $410
|
1.88K
$264K
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
104+ 0.88% |
$12.6K - $14.2K
|
11.9K
$1.67M
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-33- 0.71% |
$4.01K - $4.51K
|
4.64K
$653K
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.6K- 5.97% |
$195K - $219K
|
25.2K
$3.54M
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-490- 5.08% |
$59.6K - $67K
|
9.15K
$1.29M
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-150- 3.41% |
$18.2K - $20.5K
|
4.25K
$598K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
219+ 11.32% |
$26.6K - $29.9K
|
2.15K
$303K
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-475- 18.12% |
$57.8K - $65K
|
2.15K
$302K
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-189- 0.25% |
$23K - $25.8K
|
76.4K
$10.7M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-28- 0.19% |
$3.4K - $3.83K
|
14.5K
$2.04M
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-273- 4.58% |
$33.2K - $37.3K
|
5.68K
$800K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-22.3K- 53.42% |
$2.71M - $3.04M
|
19.4K
$2.73M
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-140- 2.26% |
$17K - $19.1K
|
6.05K
$851K
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-440- 7.12% |
$53.5K - $60.2K
|
5.74K
$807K
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
44+ 0.41% |
$5.35K - $6.02K
|
10.8K
$1.53M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-21.1K- 2.54% |
$2.56M - $2.88M
|
810K
$114M
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
4.53KNew |
$551K - $619K
|
4.53K
$637K
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
231+ 6.17% |
$28.1K - $31.6K
|
3.98K
$559K
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.87K+ 1.4% |
$471K - $530K
|
280K
$39.3M
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
7KNew |
$851K - $957K
|
7K
$985K
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3.62K- 60.78% |
$440K - $494K
|
2.33K
$328K
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
11+ 0.42% |
$1.34K - $1.5K
|
2.66K
$374K
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-370- 8.82% |
$45K - $50.6K
|
3.83K
$538K
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-536- 24.51% |
$65.2K - $73.3K
|
1.65K
$232K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-76- 0.68% |
$9.24K - $10.4K
|
11K
$1.55M
|