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 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.3KNew |
$1.33M - $1.43M
|
10.3K
$1.43M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.73K- 0.87% |
$223K - $240K
|
197K
$27.3M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5- 0.19% |
$644 - $693
|
2.62K
$363K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.03K- 6.71% |
$132K - $142K
|
14.3K
$1.98M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
56+ 0.61% |
$7.21K - $7.77K
|
9.29K
$1.29M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-73- 0.49% |
$9.4K - $10.1K
|
14.8K
$2.05M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-3.12K- 9.04% |
$401K - $432K
|
31.4K
$4.35M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-11K- 1.45% |
$1.41M - $1.52M
|
748K
$104M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.31K- 1.09% |
$297K - $320K
|
210K
$29.2M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.67K+ 6.23% |
$473K - $509K
|
62.7K
$8.69M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-5- 0.82% |
$644 - $693
|
604
$83.7K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
110New |
$14.2K - $15.3K
|
110
$15.3K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 3.87% |
$383K - $413K
|
74K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.39% |
$644 - $693
|
1.3K
$180K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-290- 7.75% |
$37.3K - $40.2K
|
3.45K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
2.53KNew |
$326K - $351K
|
2.53K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-100- 9.31% |
$12.9K - $13.9K
|
974
$135K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-20K- 90.26% |
$2.58M - $2.78M
|
2.16K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.04KNew |
$392K - $422K
|
3.04K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
100+ 0.69% |
$12.9K - $13.9K
|
14.6K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-140- 5.82% |
$18K - $19.4K
|
2.27K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
89+ 1.95% |
$11.5K - $12.3K
|
4.65K
$645K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4K- 0.53% |
$515K - $555K
|
756K
$105M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
145+ 0.6% |
$18.7K - $20.1K
|
24.3K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
22New |
$2.83K - $3.05K
|
22
$3.05K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.75K+ 1.86% |
$483K - $520K
|
206K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
363+ 272.93% |
$46.7K - $50.3K
|
496
$68.8K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-66- 4.21% |
$8.5K - $9.15K
|
1.5K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-339- 1.62% |
$43.6K - $47K
|
20.6K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.84K- 7.82% |
$236K - $255K
|
21.7K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.48K- 5.55% |
$190K - $205K
|
25.2K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.85K- 13.52% |
$1.27M - $1.37M
|
63K
$8.74M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.63K- 3.79% |
$339K - $365K
|
66.8K
$9.27M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
342+ 1.96% |
$44K - $47.4K
|
17.8K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-336- 8.87% |
$43.3K - $46.6K
|
3.45K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-867- 2.94% |
$112K - $120K
|
28.6K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-432- 8.32% |
$55.6K - $59.9K
|
4.76K
$660K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-180K- 2.33% |
$23.1M - $24.9M
|
7.54M
$1.04B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.4K+ 1.64% |
$10.1M - $10.9M
|
4.87M
$675M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
39KNew |
$5.02M - $5.4M
|
39K
$5.4M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$129 - $139
|
16.2K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-116- 0.98% |
$14.9K - $16.1K
|
11.8K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-240- 2.53% |
$30.9K - $33.3K
|
9.25K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
56+ 0.7% |
$7.21K - $7.77K
|
8.1K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
6.65K+ 0.96% |
$856K - $922K
|
703K
$97.4M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.3K+ 3.72% |
$168K - $181K
|
36.3K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.97KNew |
$769K - $828K
|
5.97K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
15+ 0.48% |
$1.93K - $2.08K
|
3.13K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-250- 0.73% |
$32.2K - $34.7K
|
33.9K
$4.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.6K+ 0.88% |
$2.65M - $2.86M
|
2.37M
$329M
|