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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.9K+ 4.67% |
$373K - $402K
|
65K
$9.01M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.84K+ 6.39% |
$365K - $393K
|
47.2K
$6.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.79K+ 4.45% |
$359K - $387K
|
65.4K
$9.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.78KNew |
$358K - $386K
|
2.78K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.63K+ 49.48% |
$338K - $364K
|
7.94K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.55KNew |
$328K - $354K
|
2.55K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
2.53KNew |
$326K - $351K
|
2.53K
$351K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
2.5K+ 4.31% |
$322K - $347K
|
60.6K
$8.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.44K+ 4.33% |
$315K - $339K
|
58.8K
$8.16M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.33KNew |
$300K - $323K
|
2.33K
$323K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.3KNew |
$296K - $319K
|
2.3K
$319K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.26KNew |
$291K - $313K
|
2.26K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.25KNew |
$290K - $312K
|
2.25K
$312K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.08KNew |
$268K - $288K
|
2.08K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.05KNew |
$264K - $284K
|
2.05K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.04KNew |
$263K - $283K
|
2.04K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2KNew |
$257K - $277K
|
2K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.98KNew |
$255K - $275K
|
1.98K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.91KNew |
$246K - $265K
|
1.91K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.9K+ 23.7% |
$244K - $263K
|
9.91K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.85K+ 3.32% |
$238K - $256K
|
57.5K
$7.97M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1.81KNew |
$233K - $251K
|
1.81K
$251K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.81KNew |
$232K - $250K
|
1.81K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.79K+ 1.28% |
$230K - $248K
|
142K
$19.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.72K+ 20.21% |
$222K - $239K
|
10.3K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.71KNew |
$221K - $238K
|
1.71K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.7KNew |
$218K - $235K
|
1.7K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.63K+ 1.33% |
$209K - $226K
|
124K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.57KNew |
$202K - $217K
|
1.57K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.56K+ 14.09% |
$201K - $217K
|
12.7K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.54K+ 20.98% |
$198K - $213K
|
8.87K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.54KNew |
$198K - $213K
|
1.54K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.54KNew |
$198K - $213K
|
1.54K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.53K+ 6.34% |
$197K - $213K
|
25.7K
$3.57M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.53KNew |
$197K - $212K
|
1.53K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.53KNew |
$196K - $211K
|
1.53K
$211K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.52K+ 4.66% |
$195K - $210K
|
34.1K
$4.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$195K - $210K
|
1.52K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.51KNew |
$195K - $210K
|
1.51K
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.51KNew |
$194K - $209K
|
1.51K
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.51KNew |
$194K - $209K
|
1.51K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.5KNew |
$193K - $208K
|
1.5K
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.5KNew |
$193K - $208K
|
1.5K
$208K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.49K+ 1.45% |
$192K - $207K
|
104K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.48K+ 1.98% |
$191K - $205K
|
76.3K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.48KNew |
$191K - $205K
|
1.48K
$205K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.48KNew |
$190K - $205K
|
1.48K
$204K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.48KNew |
$190K - $205K
|
1.48K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$190K - $205K
|
1.48K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.44K+ 14.42% |
$185K - $199K
|
11.4K
$1.58M
|