Latest Institutional Purchases of Spdr Series Tr Spdr S&P Divide (SDY)
This list provides information on the latest institutional transactions involving Spdr Series Tr Spdr S&P Divide (SDY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
75.3KNew |
$9.15M - $10.3M
|
75.3K
$10.4M
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
4.76K+ 2.04% |
$579K - $651K
|
238K
$33M
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.35KNew |
$528K - $594K
|
4.35K
$603K
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.08K+ 10.41% |
$496K - $558K
|
43.3K
$6M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.95K+ 1.06% |
$480K - $540K
|
375K
$52M
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.49K+ 0.61% |
$302K - $340K
|
413K
$57.3M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.41K+ 3.59% |
$293K - $330K
|
69.5K
$9.64M
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.09K+ 2.29% |
$254K - $286K
|
93.3K
$12.9M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.56KNew |
$190K - $213K
|
1.56K
$216K
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.48KNew |
$179K - $202K
|
1.48K
$204K
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
633+ 1.51% |
$77K - $86.6K
|
42.7K
$5.91M
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
444+ 23.91% |
$54K - $60.7K
|
2.3K
$319K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
426+ 135.24% |
$51.8K - $58.3K
|
741
$103K
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
410+ 19.24% |
$49.8K - $56.1K
|
2.54K
$352K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
405+ 18.23% |
$49.2K - $55.4K
|
2.63K
$364K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
389New |
$47.3K - $53.2K
|
389
$53.9K
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
341+ 4.02% |
$41.5K - $46.6K
|
8.83K
$1.22M
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
156+ 8.49% |
$19K - $21.3K
|
1.99K
$276K
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
143+ 1.58% |
$17.4K - $19.6K
|
9.21K
$1.28M
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
136+ 4.62% |
$16.5K - $18.6K
|
3.08K
$427K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
81+ 0.52% |
$9.85K - $11.1K
|
15.6K
$2.16M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
65New |
$7.9K - $8.89K
|
65
$9.01K
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
62New |
$7.54K - $8.48K
|
62
$8.6K
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
47+ 0.7% |
$5.71K - $6.43K
|
6.77K
$938K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
42+ 1.79% |
$5.11K - $5.74K
|
2.39K
$331K
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
37+ 0.53% |
$4.5K - $5.06K
|
7.06K
$979K
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
30+ 0.33% |
$3.65K - $4.1K
|
9.01K
$1.25M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
24+ 0.55% |
$2.92K - $3.28K
|
4.42K
$613K
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
19+ 0.2% |
$2.31K - $2.6K
|
9.5K
$1.32M
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
15+ 0.7% |
$1.82K - $2.05K
|
2.17K
$301K
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
11+ 0.68% |
$1.34K - $1.5K
|
1.63K
$225K
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
10+ 0.52% |
$1.22K - $1.37K
|
1.92K
$265K
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8+ 0.09% |
$973 - $1.09K
|
8.95K
$1.24M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7+ 0.69% |
$851 - $957
|
1.03K
$143K
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4+ 0.2% |
$486 - $547
|
2.05K
$285K
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$243 - $273
|
2.66K
$368K
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$122 - $137
|
3.13K
$434K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
292K+ 728.03% |
$37.5M - $40.4M
|
332K
$46M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.4K+ 1.64% |
$10.1M - $10.9M
|
4.87M
$675M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51.9K+ 29.57% |
$6.68M - $7.2M
|
227K
$31.5M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
46.7K+ 92.91% |
$6.02M - $6.48M
|
97K
$13.5M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
41.6K+ 1.65% |
$5.36M - $5.77M
|
2.56M
$355M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
41.3K+ 143.35% |
$5.31M - $5.72M
|
70.1K
$9.71M
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
40.6KNew |
$5.22M - $5.63M
|
40.6K
$5.63M
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
39KNew |
$5.02M - $5.4M
|
39K
$5.4M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
32.6K+ 175.54% |
$4.2M - $4.52M
|
51.2K
$7.09M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
31.4KNew |
$4.04M - $4.35M
|
31.4K
$4.35M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30.3K+ 769.43% |
$3.9M - $4.2M
|
34.2K
$4.75M
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
28.4K+ 12.98% |
$3.66M - $3.94M
|
247K
$34.3M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.1KNew |
$3.23M - $3.48M
|
25.1K
$3.48M
|