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 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-323- 14.04% |
$39.3K - $44.2K
|
1.98K
$278K
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
70+ 1.16% |
$8.51K - $9.57K
|
6.09K
$856K
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-50- 0.88% |
$6.08K - $6.84K
|
5.64K
$793K
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-100- 27.78% |
$12.2K - $13.7K
|
260
$36.6K
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-25- 0.13% |
$3.04K - $3.42K
|
19K
$2.67M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
134+ 4.17% |
$16.3K - $18.3K
|
3.35K
$471K
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4+ 0.12% |
$486 - $547
|
3.43K
$483K
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-217- 0.33% |
$26.4K - $29.7K
|
66.2K
$9.32M
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-25- 1.98% |
$3.04K - $3.42K
|
1.24K
$174K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-205- 21.67% |
$24.9K - $28K
|
741
$104K
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-83- 5.13% |
$10.1K - $11.3K
|
1.53K
$216K
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-1.02K- 3.0% |
$124K - $139K
|
33K
$4.63M
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-457- 10.65% |
$55.6K - $62.5K
|
3.84K
$539K
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5+ 0.13% |
$608 - $684
|
3.96K
$557K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.3K+ 8039.02% |
$401K - $451K
|
3.34K
$469K
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.95K- 1.12% |
$237K - $266K
|
171K
$24.1M
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-16- 15.69% |
$1.95K - $2.19K
|
86
$12.1K
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8+ 0.61% |
$973 - $1.09K
|
1.31K
$185K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.86K- 25.68% |
$348K - $391K
|
8.27K
$1.16M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
784+ 37.71% |
$95.3K - $107K
|
2.86K
$403K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
344+ 0.4% |
$41.8K - $47K
|
85.5K
$12M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-39.7K- 5.83% |
$4.83M - $5.43M
|
641K
$90.2M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30+ 0.65% |
$3.65K - $4.1K
|
4.62K
$650K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
515KNew |
$62.6M - $70.4M
|
515K
$72.4M
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
128+ 14.25% |
$15.6K - $17.5K
|
1.03K
$144K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-309- 0.43% |
$37.6K - $42.3K
|
72.3K
$10.2M
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3.67K+ 131.69% |
$446K - $502K
|
6.46K
$908K
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
20+ 0.67% |
$2.43K - $2.73K
|
3.02K
$425K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.09K- 4.81% |
$133K - $149K
|
21.5K
$3.03M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
100+ 0.34% |
$12.2K - $13.7K
|
29.2K
$4.11M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-240- 0.58% |
$29.2K - $32.8K
|
41.4K
$5.83M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-513- 18.29% |
$62.4K - $70.1K
|
2.29K
$322K
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-261- 2.33% |
$31.7K - $35.7K
|
10.9K
$1.54M
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
18+ 0.29% |
$2.19K - $2.46K
|
6.2K
$872K
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1+ 0.05% |
$122 - $137
|
2.11K
$297K
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
13+ 0.69% |
$1.58K - $1.78K
|
1.91K
$268K
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-1.29K- 21.83% |
$156K - $176K
|
4.61K
$648K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
68+ 1.26% |
$8.27K - $9.3K
|
5.47K
$769K
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.38% |
$122 - $137
|
265
$37.3K
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
76+ 0.69% |
$9.24K - $10.4K
|
11.1K
$1.56M
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
933+ 1.35% |
$113K - $128K
|
69.8K
$9.82M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-129- 7.05% |
$15.7K - $17.6K
|
1.7K
$239K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
96+ 181.13% |
$11.7K - $13.1K
|
149
$21K
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.59K- 17.59% |
$923K - $1.04M
|
35.5K
$5M
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-330- 12.06% |
$40.1K - $45.1K
|
2.41K
$338K
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
680+ 9.53% |
$82.7K - $93K
|
7.82K
$1.1M
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-101- 6.07% |
$12.3K - $13.8K
|
1.56K
$220K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$2.43K - $2.73K
|
20
$2.81K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-116- 1.88% |
$14.1K - $15.9K
|
6.04K
$849K
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 0.27% |
$1.22K - $1.37K
|
3.64K
$512K
|