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 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-5.73K- 17.95% |
$737K - $794K
|
26.2K
$3.63M
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
975+ 19.08% |
$126K - $135K
|
6.09K
$844K
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.42K+ 1.3% |
$183K - $197K
|
111K
$15.4M
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
663+ 25.47% |
$85.4K - $91.9K
|
3.27K
$453K
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.93% |
$129 - $139
|
109
$15.1K
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
559New |
$72K - $77.5K
|
559
$77.5K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
382New |
$49.2K - $53K
|
382
$53K
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-419- 2.78% |
$53.9K - $58.1K
|
14.6K
$2.03M
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-181- 0.7% |
$23.3K - $25.1K
|
25.7K
$3.56M
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-35- 0.91% |
$4.51K - $4.85K
|
3.82K
$529K
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
15+ 0.15% |
$1.93K - $2.08K
|
10.2K
$1.41M
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.19% |
$1.03K - $1.11K
|
4.21K
$583K
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-200- 0.99% |
$25.7K - $27.7K
|
20.1K
$2.78M
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-108- 1.06% |
$13.9K - $15K
|
10.1K
$1.4M
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
162+ 98.18% |
$20.9K - $22.5K
|
327
$45.3K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-24- 1.47% |
$3.09K - $3.33K
|
1.61K
$223K
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
73+ 1.2% |
$9.4K - $10.1K
|
6.16K
$854K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.91K- 1.23% |
$375K - $404K
|
233K
$32.3M
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-207- 5.3% |
$26.6K - $28.7K
|
3.7K
$513K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.55K- 3.66% |
$200K - $215K
|
40.9K
$5.67M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.49% |
$3.86K - $4.16K
|
6.14K
$851K
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
44+ 2.32% |
$5.66K - $6.1K
|
1.94K
$269K
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
20New |
$2.57K - $2.77K
|
20
$2.77K
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-19- 0.52% |
$2.45K - $2.63K
|
3.62K
$501K
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
480+ 29.8% |
$61.8K - $66.6K
|
2.09K
$290K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-666- 5.03% |
$85.7K - $92.4K
|
12.6K
$1.74M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-52- 0.38% |
$6.69K - $7.21K
|
13.7K
$1.9M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.4K- 58.97% |
$309K - $333K
|
1.67K
$232K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
980+ 1.81% |
$126K - $136K
|
55.2K
$7.66M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-608- 3.73% |
$78.3K - $84.3K
|
15.7K
$2.18M
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-180- 1.87% |
$23.2K - $25K
|
9.46K
$1.31M
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-4.59K- 24.88% |
$591K - $636K
|
13.9K
$1.92M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4K+ 28.76% |
$1.47M - $1.58M
|
51.1K
$7.08M
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 1.19% |
$129 - $139
|
85
$11.8K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
89+ 3.99% |
$11.5K - $12.3K
|
2.32K
$321K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-170- 0.59% |
$21.9K - $23.6K
|
28.6K
$3.96M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.34K- 11.09% |
$559K - $602K
|
34.8K
$4.82M
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
15+ 6.05% |
$1.93K - $2.08K
|
263
$36.5K
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
63+ 2.2% |
$8.11K - $8.74K
|
2.92K
$405K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-727- 28.88% |
$93.6K - $101K
|
1.79K
$248K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
72+ 2.78% |
$9.27K - $9.98K
|
2.67K
$369K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-237- 8.52% |
$30.5K - $32.9K
|
2.55K
$353K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.25K+ 41.59% |
$160K - $173K
|
4.24K
$588K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.73K- 94.6% |
$609K - $656K
|
270
$37.4K
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 52.23% |
$149K - $160K
|
3.37K
$467K
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-7.46K- 9.35% |
$960K - $1.03M
|
72.3K
$10M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
31.4KNew |
$4.04M - $4.35M
|
31.4K
$4.35M
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10+ 0.38% |
$1.29K - $1.39K
|
2.64K
$366K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-138- 0.34% |
$17.8K - $19.1K
|
39.9K
$5.54M
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7+ 0.32% |
$901 - $971
|
2.17K
$301K
|