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 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
515KNew |
$62.6M - $70.4M
|
515K
$72.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
86.7K+ 3.39% |
$10.5M - $11.9M
|
2.64M
$371M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
75.3KNew |
$9.15M - $10.3M
|
75.3K
$10.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
16.5K+ 21.16% |
$2.01M - $2.26M
|
94.6K
$13.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13K+ 390.25% |
$1.58M - $1.77M
|
16.3K
$2.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
7KNew |
$851K - $957K
|
7K
$982K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.89K+ 6.59% |
$595K - $669K
|
79.2K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
4.76K+ 2.04% |
$579K - $651K
|
238K
$33.4M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
4.53KNew |
$551K - $619K
|
4.53K
$635K
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.35KNew |
$528K - $594K
|
4.35K
$610K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.08K+ 10.41% |
$496K - $558K
|
43.3K
$6.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.95K+ 1.06% |
$480K - $540K
|
375K
$52.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.87K+ 1.4% |
$471K - $530K
|
280K
$39.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3.67K+ 131.69% |
$446K - $502K
|
6.46K
$906K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
3.47K+ 7.22% |
$422K - $475K
|
51.6K
$7.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.3K+ 8039.02% |
$401K - $451K
|
3.34K
$468K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.21K+ 5.75% |
$390K - $439K
|
59K
$8.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.12K+ 12.55% |
$379K - $426K
|
27.9K
$3.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.49K+ 0.61% |
$302K - $340K
|
413K
$58M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.47K+ 58.7% |
$301K - $338K
|
6.69K
$938K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.41K+ 3.59% |
$293K - $330K
|
69.5K
$9.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.09K+ 2.29% |
$254K - $286K
|
93.3K
$13.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 7.87% |
$211K - $237K
|
23.7K
$3.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.68K+ 11.75% |
$204K - $229K
|
16K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.63K+ 6.6% |
$198K - $222K
|
26.3K
$3.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.62KNew |
$197K - $222K
|
1.62K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.59K+ 19.81% |
$193K - $218K
|
9.62K
$1.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.56KNew |
$190K - $213K
|
1.56K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.55K+ 15.66% |
$189K - $212K
|
11.5K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.51KNew |
$183K - $206K
|
1.51K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.48KNew |
$179K - $202K
|
1.48K
$207K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.44K+ 14.3% |
$176K - $197K
|
11.5K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
1.44KNew |
$176K - $197K
|
1.44K
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.44K+ 1.16% |
$175K - $197K
|
126K
$17.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.36K+ 2.66% |
$165K - $186K
|
52.5K
$7.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
940+ 11.9% |
$114K - $129K
|
8.84K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
933+ 1.35% |
$113K - $128K
|
69.8K
$9.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
784+ 37.71% |
$95.3K - $107K
|
2.86K
$402K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
680+ 9.53% |
$82.7K - $93K
|
7.82K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
667+ 52.31% |
$81.1K - $91.2K
|
1.94K
$272K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
633+ 1.51% |
$77K - $86.6K
|
42.7K
$5.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
527+ 11.9% |
$64.1K - $72.1K
|
4.96K
$695K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
444+ 23.91% |
$54K - $60.7K
|
2.3K
$323K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
426+ 135.24% |
$51.8K - $58.3K
|
741
$104K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
410+ 19.24% |
$49.8K - $56.1K
|
2.54K
$357K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
405+ 18.23% |
$49.2K - $55.4K
|
2.63K
$369K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
400+ 16.24% |
$48.6K - $54.7K
|
2.86K
$402K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
389New |
$47.3K - $53.2K
|
389
$54.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
363+ 1.59% |
$44.1K - $49.6K
|
23.2K
$3.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
353+ 5.09% |
$42.9K - $48.3K
|
7.29K
$1.02M
|