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 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
222+ 3.73% |
$28.6K - $30.8K
|
6.18K
$856K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
78+ 0.55% |
$10K - $10.8K
|
14.3K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
362+ 22.39% |
$46.6K - $50.2K
|
1.98K
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.52K+ 4.66% |
$195K - $210K
|
34.1K
$4.72M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.63K+ 1.91% |
$854K - $920K
|
354K
$49.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-365- 30.37% |
$47K - $50.6K
|
837
$116K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-340- 7.36% |
$43.8K - $47.1K
|
4.28K
$593K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
422+ 8.25% |
$54.3K - $58.5K
|
5.54K
$767K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-91- 5.03% |
$11.7K - $12.6K
|
1.72K
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-33.2K- 77.75% |
$4.27M - $4.6M
|
9.5K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
34New |
$4.38K - $4.71K
|
34
$4.71K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-583- 4.61% |
$75.1K - $80.8K
|
12.1K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-1.65K- 29.93% |
$213K - $229K
|
3.87K
$536K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-606- 12.19% |
$78K - $84K
|
4.37K
$605K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-303- 0.8% |
$39K - $42K
|
37.4K
$5.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
76+ 0.37% |
$9.78K - $10.5K
|
20.6K
$2.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-83- 4.53% |
$10.7K - $11.5K
|
1.75K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-752- 39.58% |
$96.8K - $104K
|
1.15K
$159K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
33+ 0.28% |
$4.25K - $4.58K
|
11.7K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.03K+ 65.4% |
$133K - $143K
|
2.61K
$361K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
169+ 0.5% |
$21.8K - $23.4K
|
34.2K
$4.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-219- 7.04% |
$28.2K - $30.4K
|
2.89K
$401K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
939+ 2.45% |
$121K - $130K
|
39.3K
$5.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.34K- 22.12% |
$301K - $324K
|
8.24K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
41.6K+ 1.65% |
$5.36M - $5.77M
|
2.56M
$355M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.71KNew |
$221K - $238K
|
1.71K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-463- 22.95% |
$59.6K - $64.2K
|
1.55K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 1.4% |
$5.79K - $6.24K
|
3.17K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
7.76K+ 20.01% |
$999K - $1.08M
|
46.5K
$6.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-188- 8.09% |
$24.2K - $26.1K
|
2.14K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.7KNew |
$218K - $235K
|
1.7K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-40- 0.61% |
$5.15K - $5.55K
|
6.54K
$906K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-430- 4.17% |
$55.4K - $59.6K
|
9.87K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-18- 1.38% |
$2.32K - $2.5K
|
1.29K
$178K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
141New |
$18.2K - $19.6K
|
141
$19.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-768- 4.89% |
$98.9K - $106K
|
14.9K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30.3K+ 769.43% |
$3.9M - $4.2M
|
34.2K
$4.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.2% |
$1.03K - $1.11K
|
4.04K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.51KNew |
$194K - $209K
|
1.51K
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.41K+ 14.52% |
$181K - $195K
|
11.1K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.7K+ 51.02% |
$992K - $1.07M
|
22.8K
$3.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
291+ 1.0% |
$37.5K - $40.4K
|
29.4K
$4.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-256- 1.24% |
$33K - $35.5K
|
20.4K
$2.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2+ 0.11% |
$257 - $277
|
1.87K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
50+ 2.83% |
$6.44K - $6.93K
|
1.82K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
476+ 21.1% |
$61.3K - $66K
|
2.73K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-307- 1.86% |
$39.5K - $42.6K
|
16.2K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
58+ 1.6% |
$7.47K - $8.04K
|
3.68K
$510K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-179- 7.26% |
$23K - $24.8K
|
2.29K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-133- 33.17% |
$17.1K - $18.4K
|
268
$37.2K
|