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 |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-180- 1.14% |
$21.9K - $24.6K
|
15.6K
$2.2M
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
95+ 4.22% |
$11.6K - $13K
|
2.35K
$330K
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-10- 14.29% |
$1.22K - $1.37K
|
60
$8.44K
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29.2K- 15.72% |
$3.55M - $3.99M
|
156K
$22M
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
700+ 5.24% |
$85.1K - $95.7K
|
14.1K
$1.98M
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
95+ 1.13% |
$11.6K - $13K
|
8.47K
$1.19M
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-26- 0.08% |
$3.16K - $3.56K
|
32.1K
$4.51M
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.24% |
$486 - $547
|
1.67K
$235K
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.04% |
$122 - $137
|
2.29K
$323K
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.45% |
$1.46K - $1.64K
|
2.68K
$377K
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.85K- 8.05% |
$225K - $253K
|
21.1K
$2.97M
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.07K- 7.09% |
$495K - $557K
|
53.4K
$7.51M
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.62K+ 12.72% |
$561K - $631K
|
40.9K
$5.76M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
149K+ 35.02% |
$18.1M - $20.4M
|
574K
$80.8M
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
490+ 10.0% |
$59.6K - $67K
|
5.39K
$758K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.08% |
$243 - $273
|
2.59K
$364K
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.6K- 2.91% |
$194K - $218K
|
53.3K
$7.49M
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.19K- 6.66% |
$388K - $437K
|
44.8K
$6.3M
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.71% |
$729 - $820
|
852
$120K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
482+ 1.82% |
$58.6K - $65.9K
|
27K
$3.79M
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
167+ 2.54% |
$20.3K - $22.8K
|
6.75K
$950K
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-125- 2.25% |
$15.2K - $17.1K
|
5.44K
$765K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.91K+ 2.16% |
$719K - $809K
|
280K
$39.4M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 1.31% |
$2.19K - $2.46K
|
1.39K
$195K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-306- 16.0% |
$37.2K - $41.8K
|
1.61K
$226K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-360- 6.43% |
$43.8K - $49.2K
|
5.24K
$737K
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
255+ 12.22% |
$31K - $34.9K
|
2.34K
$329K
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.29K+ 2.68% |
$643K - $723K
|
202K
$28.5M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-778- 0.77% |
$94.6K - $106K
|
101K
$14.1M
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.98K- 11.9% |
$484K - $544K
|
29.5K
$4.14M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.93K+ 0.56% |
$478K - $537K
|
700K
$98.4M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.62K+ 1.59% |
$440K - $495K
|
231K
$32.5M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28K+ 6.03% |
$3.4M - $3.82M
|
492K
$69.2M
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-618- 4.22% |
$75.1K - $84.5K
|
14K
$1.97M
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.66K- 19.93% |
$202K - $227K
|
6.66K
$937K
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8K+ 24.19% |
$973K - $1.09M
|
41.1K
$5.78M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
48+ 0.72% |
$5.84K - $6.56K
|
6.74K
$947K
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-2.02K- 5.77% |
$245K - $276K
|
32.9K
$4.63M
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-302- 1.48% |
$36.7K - $41.3K
|
20.1K
$2.83M
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-386- 1.41% |
$46.9K - $52.8K
|
26.9K
$3.78M
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
4+ 0.26% |
$486 - $547
|
1.53K
$216K
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.33% |
$608 - $684
|
1.52K
$213K
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
113KNew |
$13.7M - $15.4M
|
113K
$15.9M
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-6.4K- 0.87% |
$779K - $876K
|
731K
$103M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.7K+ 10.19% |
$328K - $369K
|
29.1K
$4.1M
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-662- 16.23% |
$80.5K - $90.5K
|
3.42K
$481K
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.23K+ 217.37% |
$392K - $441K
|
4.71K
$663K
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.97K+ 182.5% |
$483K - $543K
|
6.15K
$865K
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
300+ 16.71% |
$36.5K - $41K
|
2.1K
$295K
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
3.34KNew |
$406K - $456K
|
3.34K
$469K
|