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 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14.4K- 5.0% |
$1.86M - $2M
|
274K
$38M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.74K- 25.07% |
$224K - $241K
|
5.2K
$721K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.4K- 50.55% |
$1.33M - $1.44M
|
10.1K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-260- 8.8% |
$33.5K - $36.1K
|
2.7K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-58- 0.29% |
$7.47K - $8.04K
|
20.2K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-247- 7.97% |
$31.8K - $34.3K
|
2.85K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.93K- 0.91% |
$248K - $267K
|
211K
$29.2M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-391- 1.34% |
$50.3K - $54.2K
|
28.8K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-162- 0.99% |
$20.9K - $22.5K
|
16.3K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.08K- 1.85% |
$139K - $150K
|
57.5K
$7.97M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.19K- 19.99% |
$411K - $443K
|
12.8K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-214- 2.25% |
$27.6K - $29.7K
|
9.31K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-281- 0.83% |
$36.2K - $39K
|
33.6K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.2% |
$772 - $832
|
3K
$416K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.24K- 8.14% |
$160K - $172K
|
14K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.48KNew |
$191K - $205K
|
1.48K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-70.5K- 3.35% |
$9.07M - $9.77M
|
2.03M
$282M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-989- 18.73% |
$127K - $137K
|
4.29K
$595K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.01K- 4.21% |
$130K - $140K
|
23K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-571- 0.51% |
$73.5K - $79.2K
|
110K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
845+ 8.02% |
$109K - $117K
|
11.4K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.56K+ 7.51% |
$973K - $1.05M
|
108K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
392+ 16.72% |
$50.5K - $54.4K
|
2.74K
$379K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
37+ 0.32% |
$4.76K - $5.13K
|
11.5K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-364- 2.6% |
$46.9K - $50.5K
|
13.7K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
7+ 0.35% |
$901 - $971
|
2.04K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-953- 14.53% |
$123K - $132K
|
5.61K
$777K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 3.34% |
$359K - $386K
|
80.7K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.73K- 40.9% |
$223K - $240K
|
2.5K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.5K+ 2.76% |
$580K - $624K
|
168K
$23.3M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-451- 14.13% |
$58.1K - $62.5K
|
2.74K
$380K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-51.2K- 21.62% |
$6.59M - $7.09M
|
186K
$25.7M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-13K- 77.44% |
$1.67M - $1.8M
|
3.78K
$523K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.58% |
$129 - $139
|
172
$23.8K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 5.16% |
$376K - $405K
|
53.7K
$7.44M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-885- 3.97% |
$114K - $123K
|
21.4K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.58K+ 0.12% |
$461K - $496K
|
3.01M
$418M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.56K+ 14.09% |
$201K - $217K
|
12.7K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-135K- 7.74% |
$17.4M - $18.8M
|
1.61M
$224M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.53K+ 6.34% |
$197K - $213K
|
25.7K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.68K- 1.54% |
$216K - $233K
|
108K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-56- 3.03% |
$7.21K - $7.77K
|
1.79K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
460+ 12.47% |
$59.2K - $63.8K
|
4.15K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-52- 0.94% |
$6.69K - $7.21K
|
5.48K
$760K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
23New |
$2.96K - $3.19K
|
23
$3.19K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-157- 1.35% |
$20.2K - $21.8K
|
11.5K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-534- 13.53% |
$68.7K - $74K
|
3.41K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-200- 6.55% |
$25.7K - $27.7K
|
2.85K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.46% |
$129 - $139
|
220
$30.5K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-277- 3.2% |
$35.7K - $38.4K
|
8.37K
$1.16M
|