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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-154- 6.36% |
$19.8K - $21.4K
|
2.27K
$318K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 59.35% |
$1.47M - $1.58M
|
7.81K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.5KNew |
$193K - $208K
|
1.5K
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-226- 0.85% |
$29.1K - $31.3K
|
26.4K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
191+ 5.9% |
$24.6K - $26.5K
|
3.43K
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$257 - $277
|
2
$281
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
798+ 0.98% |
$103K - $111K
|
82.4K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.46% |
$5.92K - $6.38K
|
3.11K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3K+ 183.19% |
$1.45M - $1.57M
|
17.5K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-764- 1.2% |
$98.4K - $106K
|
62.9K
$8.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
175+ 8.57% |
$22.5K - $24.3K
|
2.22K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 1.97% |
$6.44K - $6.93K
|
2.59K
$363K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.06KNew |
$136K - $147K
|
1.06K
$148K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-50- 3.09% |
$6.44K - $6.93K
|
1.57K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
284+ 2.11% |
$36.6K - $39.4K
|
13.8K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.17K- 1.41% |
$150K - $162K
|
81.3K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
296+ 55.85% |
$38.1K - $41K
|
826
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.3K- 1.48% |
$2.36M - $2.54M
|
1.22M
$171M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-450- 1.31% |
$57.9K - $62.4K
|
33.9K
$4.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-24- 50.0% |
$3.09K - $3.33K
|
24
$3.37K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
689+ 0.64% |
$88.7K - $95.5K
|
109K
$15.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-53.2K- 4.39% |
$6.85M - $7.38M
|
1.16M
$163M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
827+ 7.66% |
$106K - $115K
|
11.6K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-553- 8.6% |
$71.2K - $76.7K
|
5.88K
$825K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
15+ 0.61% |
$1.93K - $2.08K
|
2.48K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-409- 4.29% |
$52.7K - $56.7K
|
9.12K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.51KNew |
$194K - $209K
|
1.51K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-120- 2.56% |
$15.4K - $16.6K
|
4.57K
$640K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.79K+ 4.45% |
$359K - $387K
|
65.4K
$9.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-388- 1.79% |
$50K - $53.8K
|
21.3K
$2.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
15+ 0.26% |
$1.93K - $2.08K
|
5.79K
$813K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-300- 63.83% |
$38.6K - $41.6K
|
170
$23.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-309- 3.23% |
$39.8K - $42.8K
|
9.26K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-699- 7.2% |
$90K - $96.9K
|
9.01K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.67K- 4.64% |
$344K - $371K
|
54.9K
$7.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
649+ 24.79% |
$83.6K - $90K
|
3.27K
$458K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.48K+ 1.98% |
$191K - $205K
|
76.3K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-285- 2.7% |
$36.7K - $39.5K
|
10.3K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-81- 1.56% |
$10.4K - $11.2K
|
5.1K
$716K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-15- 0.18% |
$1.93K - $2.08K
|
8.27K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-347- 0.87% |
$44.7K - $48.1K
|
39.6K
$5.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-98- 4.54% |
$12.6K - $13.6K
|
2.06K
$289K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.86K- 35.68% |
$240K - $258K
|
3.36K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
491+ 2.15% |
$63.2K - $68.1K
|
23.4K
$3.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.21K+ 8.21% |
$156K - $168K
|
16K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
861New |
$111K - $119K
|
861
$121K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.72K+ 20.21% |
$222K - $239K
|
10.3K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
222+ 3.73% |
$28.6K - $30.8K
|
6.18K
$866K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
78+ 0.55% |
$10K - $10.8K
|
14.3K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
362+ 22.39% |
$46.6K - $50.2K
|
1.98K
$278K
|