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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.04K- 19.95% |
$134K - $144K
|
4.18K
$588K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-138- 26.54% |
$17.8K - $19.1K
|
382
$53.7K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.57KNew |
$202K - $217K
|
1.57K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
711+ 12.67% |
$91.5K - $98.6K
|
6.32K
$889K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-150- 5.01% |
$19.3K - $20.8K
|
2.85K
$400K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-15- 0.91% |
$1.93K - $2.08K
|
1.63K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3- 0.11% |
$386 - $416
|
2.75K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-177- 4.21% |
$22.8K - $24.5K
|
4.03K
$566K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
267+ 53.61% |
$34.4K - $37K
|
765
$108K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-560- 7.37% |
$72.1K - $77.7K
|
7.04K
$990K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-196- 11.65% |
$25.2K - $27.2K
|
1.49K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
14K+ 27.29% |
$1.8M - $1.94M
|
65.3K
$9.19M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.48KNew |
$190K - $205K
|
1.48K
$207K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-14- 0.63% |
$1.8K - $1.94K
|
2.2K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.5KNew |
$193K - $208K
|
1.5K
$211K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-960- 17.15% |
$124K - $133K
|
4.64K
$652K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
100New |
$12.9K - $13.9K
|
100
$14.1K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.55K- 36.33% |
$328K - $353K
|
4.46K
$627K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 1.06% |
$1.29K - $1.39K
|
936
$132K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-838- 24.37% |
$108K - $116K
|
2.6K
$366K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.55KNew |
$328K - $354K
|
2.55K
$359K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-939- 25.86% |
$121K - $130K
|
2.69K
$379K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
210+ 4.81% |
$27K - $29.1K
|
4.58K
$644K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
77+ 4.15% |
$9.91K - $10.7K
|
1.93K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
225+ 12.49% |
$29K - $31.2K
|
2.03K
$285K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
101New |
$13K - $14K
|
101
$14.2K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-165- 7.03% |
$21.2K - $22.9K
|
2.18K
$307K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-267- 5.55% |
$34.4K - $37K
|
4.54K
$639K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-162- 4.13% |
$20.9K - $22.5K
|
3.76K
$529K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
140New |
$18K - $19.4K
|
140
$19.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
50+ 1.98% |
$6.44K - $6.93K
|
2.57K
$361K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-20- 0.99% |
$2.57K - $2.77K
|
2K
$282K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-154- 6.36% |
$19.8K - $21.4K
|
2.27K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.5KNew |
$193K - $208K
|
1.5K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$257 - $277
|
2
$281
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
175+ 8.57% |
$22.5K - $24.3K
|
2.22K
$312K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.06KNew |
$136K - $147K
|
1.06K
$149K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-50- 3.09% |
$6.44K - $6.93K
|
1.57K
$221K
|
|
|
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
|
Financial Counselors Inc
|
BUY
|
- |
689+ 0.64% |
$88.7K - $95.5K
|
109K
$15.3M
|
|
|
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
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.51KNew |
$194K - $209K
|
1.51K
$212K
|
|
|
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
|
Coastline Trust CO
|
SELL
|
- |
-699- 7.2% |
$90K - $96.9K
|
9.01K
$1.27M
|
|
|
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
|
Weaver Consulting Group
|
SELL
|
- |
-15- 0.18% |
$1.93K - $2.08K
|
8.27K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-98- 4.54% |
$12.6K - $13.6K
|
2.06K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.86K- 35.68% |
$240K - $258K
|
3.36K
$472K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-365- 30.37% |
$47K - $50.6K
|
837
$118K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
422+ 8.25% |
$54.3K - $58.5K
|
5.54K
$779K
|