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 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-790- 2.85% |
$96K - $108K
|
27K
$3.79M
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-630- 1.81% |
$76.6K - $86.1K
|
34.1K
$4.8M
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.54K- 16.65% |
$552K - $621K
|
22.7K
$3.2M
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-43- 0.96% |
$5.23K - $5.88K
|
4.44K
$624K
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.2K- 6.21% |
$632K - $710K
|
78.5K
$11M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-327- 11.24% |
$39.8K - $44.7K
|
2.58K
$363K
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-700- 9.87% |
$85.1K - $95.7K
|
6.39K
$899K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.44K- 48.86% |
$297K - $334K
|
2.55K
$359K
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-3K- 45.54% |
$365K - $410K
|
3.59K
$505K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-89- 1.29% |
$10.8K - $12.2K
|
6.79K
$955K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-253- 41.21% |
$30.8K - $34.6K
|
361
$50.8K
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-23- 0.93% |
$2.8K - $3.15K
|
2.45K
$344K
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.59K+ 19.81% |
$193K - $218K
|
9.62K
$1.35M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-81.8K- 22.2% |
$9.94M - $11.2M
|
287K
$40.3M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.51KNew |
$183K - $206K
|
1.51K
$212K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
363+ 1.59% |
$44.1K - $49.6K
|
23.2K
$3.27M
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$243 - $273
|
9.06K
$1.27M
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-55- 0.52% |
$6.69K - $7.52K
|
10.6K
$1.49M
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-430- 5.22% |
$52.3K - $58.8K
|
7.81K
$1.1M
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
400+ 16.24% |
$48.6K - $54.7K
|
2.86K
$403K
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-81- 0.18% |
$9.85K - $11.1K
|
43.9K
$6.17M
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-15- 0.11% |
$1.82K - $2.05K
|
13.5K
$1.89M
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-32- 0.74% |
$3.89K - $4.38K
|
4.3K
$605K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
527+ 11.9% |
$64.1K - $72.1K
|
4.96K
$697K
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-17- 0.64% |
$2.07K - $2.32K
|
2.66K
$374K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.17K- 1.18% |
$142K - $160K
|
98.1K
$13.8M
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
14+ 0.73% |
$1.7K - $1.91K
|
1.94K
$272K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-80- 2.06% |
$9.73K - $10.9K
|
3.8K
$535K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 7.87% |
$211K - $237K
|
23.7K
$3.34M
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.63K+ 6.6% |
$198K - $222K
|
26.3K
$3.7M
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
1.44KNew |
$176K - $197K
|
1.44K
$203K
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.44K+ 1.16% |
$175K - $197K
|
126K
$17.7M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.55K+ 15.66% |
$189K - $212K
|
11.5K
$1.61M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.35K- 84.33% |
$164K - $184K
|
250
$35.2K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.32K- 14.73% |
$160K - $180K
|
7.64K
$1.08M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
667+ 52.31% |
$81.1K - $91.2K
|
1.94K
$273K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-599- 5.97% |
$72.8K - $81.9K
|
9.44K
$1.33M
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.12K+ 12.55% |
$379K - $426K
|
27.9K
$3.93M
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.28K- 15.95% |
$520K - $585K
|
22.5K
$3.17M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
334+ 14.36% |
$40.6K - $45.7K
|
2.66K
$374K
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-300- 9.03% |
$36.5K - $41K
|
3.02K
$425K
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
54+ 1.22% |
$6.57K - $7.38K
|
4.46K
$628K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-556- 7.43% |
$67.6K - $76K
|
6.92K
$974K
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-267- 1.92% |
$32.5K - $36.5K
|
13.7K
$1.92M
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.16K- 1.13% |
$142K - $159K
|
102K
$14.4M
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
78+ 3.11% |
$9.48K - $10.7K
|
2.58K
$363K
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4+ 0.15% |
$486 - $547
|
2.63K
$370K
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
16+ 0.58% |
$1.95K - $2.19K
|
2.8K
$393K
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.49K+ 0.61% |
$302K - $340K
|
413K
$58.1M
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
10+ 0.52% |
$1.22K - $1.37K
|
1.92K
$269K
|