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 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-91- 5.03% |
$11.7K - $12.6K
|
1.72K
$242K
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
34New |
$4.38K - $4.71K
|
34
$4.78K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-752- 39.58% |
$96.8K - $104K
|
1.15K
$161K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-219- 7.04% |
$28.2K - $30.4K
|
2.89K
$407K
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.71KNew |
$221K - $238K
|
1.71K
$241K
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-463- 22.95% |
$59.6K - $64.2K
|
1.55K
$219K
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
7.76K+ 20.01% |
$999K - $1.08M
|
46.5K
$6.55M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.7KNew |
$218K - $235K
|
1.7K
$238K
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-18- 1.38% |
$2.32K - $2.5K
|
1.29K
$181K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
141New |
$18.2K - $19.6K
|
141
$19.8K
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.51KNew |
$194K - $209K
|
1.51K
$212K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
50+ 2.83% |
$6.44K - $6.93K
|
1.82K
$255K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-133- 33.17% |
$17.1K - $18.4K
|
268
$37.7K
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.93% |
$129 - $139
|
109
$15.3K
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
559New |
$72K - $77.5K
|
559
$78.6K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
382New |
$49.2K - $53K
|
382
$53.7K
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-181- 0.7% |
$23.3K - $25.1K
|
25.7K
$3.62M
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
162+ 98.18% |
$20.9K - $22.5K
|
327
$46K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-24- 1.47% |
$3.09K - $3.33K
|
1.61K
$226K
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-207- 5.3% |
$26.6K - $28.7K
|
3.7K
$520K
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
44+ 2.32% |
$5.66K - $6.1K
|
1.94K
$273K
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
20New |
$2.57K - $2.77K
|
20
$2.81K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.4K- 58.97% |
$309K - $333K
|
1.67K
$235K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 1.19% |
$129 - $139
|
85
$12K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
89+ 3.99% |
$11.5K - $12.3K
|
2.32K
$326K
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
63+ 2.2% |
$8.11K - $8.74K
|
2.92K
$411K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.73K- 94.6% |
$609K - $656K
|
270
$38K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7+ 0.32% |
$901 - $971
|
2.17K
$306K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-75- 2.22% |
$9.66K - $10.4K
|
3.3K
$464K
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2KNew |
$257K - $277K
|
2K
$281K
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-972- 37.78% |
$125K - $135K
|
1.6K
$225K
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4- 0.06% |
$515 - $555
|
7.09K
$998K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
101+ 12.72% |
$13K - $14K
|
895
$126K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-805- 0.97% |
$104K - $112K
|
82.4K
$11.6M
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-70- 40.0% |
$9.01K - $9.71K
|
105
$14.8K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-555- 51.63% |
$71.5K - $77K
|
520
$73.1K
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-160- 7.83% |
$20.6K - $22.2K
|
1.88K
$265K
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-187- 1.8% |
$24.1K - $25.9K
|
10.2K
$1.43M
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-191- 10.96% |
$24.6K - $26.5K
|
1.55K
$218K
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.26KNew |
$291K - $313K
|
2.26K
$317K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$190K - $205K
|
1.48K
$207K
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.9K- 25.1% |
$244K - $263K
|
5.66K
$796K
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-263- 7.69% |
$33.9K - $36.5K
|
3.16K
$444K
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.82K- 7.45% |
$1.01M - $1.08M
|
97.2K
$13.7M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$195K - $210K
|
1.52K
$213K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.98KNew |
$255K - $275K
|
1.98K
$279K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.54KNew |
$198K - $213K
|
1.54K
$216K
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-150- 4.44% |
$19.3K - $20.8K
|
3.23K
$454K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.81KNew |
$232K - $250K
|
1.81K
$254K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-227- 0.92% |
$29.2K - $31.5K
|
24.5K
$3.45M
|