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 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
7+ 0.35% |
$901 - $971
|
2.04K
$282K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7+ 0.32% |
$901 - $971
|
2.17K
$301K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.54% |
$901 - $971
|
1.31K
$181K
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7+ 0.07% |
$901 - $971
|
10.4K
$1.44M
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.2% |
$772 - $832
|
3K
$416K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 0.52% |
$772 - $832
|
1.16K
$160K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.39% |
$644 - $693
|
1.3K
$180K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.59% |
$644 - $693
|
846
$117K
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5+ 0.29% |
$644 - $693
|
1.73K
$240K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.48% |
$515 - $555
|
836
$116K
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.21% |
$515 - $555
|
1.93K
$268K
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.11% |
$515 - $555
|
3.52K
$488K
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4+ 0.12% |
$515 - $555
|
3.43K
$475K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4+ 0.15% |
$515 - $555
|
2.63K
$365K
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3+ 0.09% |
$386 - $416
|
3.31K
$459K
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3+ 0.18% |
$386 - $416
|
1.67K
$231K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.01% |
$386 - $416
|
20.2K
$2.81M
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
3+ 0.13% |
$386 - $416
|
2.23K
$309K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$257 - $277
|
6.16K
$853K
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2+ 0.04% |
$257 - $277
|
4.65K
$645K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$257 - $277
|
2
$277
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2+ 0.11% |
$257 - $277
|
1.87K
$260K
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.73% |
$257 - $277
|
277
$38.4K
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$257 - $277
|
9.06K
$1.26M
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.11% |
$257 - $277
|
1.85K
$257K
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.44% |
$129 - $139
|
228
$31.6K
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$129 - $139
|
16.2K
$2.25M
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.04% |
$129 - $139
|
2.29K
$318K
|
|
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
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.46% |
$129 - $139
|
220
$30.5K
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.59% |
$129 - $139
|
64
$8.87K
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.8% |
$129 - $139
|
126
$17.5K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.02% |
$129 - $139
|
5.47K
$758K
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1+ 0.05% |
$129 - $139
|
2K
$278K
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.01% |
$129 - $139
|
7.09K
$983K
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.93% |
$129 - $139
|
109
$15.1K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 1.19% |
$129 - $139
|
85
$11.8K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.06% |
$129 - $139
|
1.63K
$226K
|
|
Q4 2024 | |||||||
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
187KNew |
$24.7M - $27M
|
187K
$26M
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
111KNew |
$14.6M - $16M
|
111K
$15.4M
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
29.7K+ 1155.62% |
$3.91M - $4.28M
|
32.3K
$4.47M
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
24.5K+ 50.14% |
$3.22M - $3.52M
|
73.2K
$10.2M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
19.4KNew |
$2.56M - $2.8M
|
19.4K
$2.7M
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
15.8KNew |
$2.08M - $2.27M
|
15.8K
$2.19M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 2.63% |
$1.57M - $1.72M
|
466K
$64.6M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.72KNew |
$1.28M - $1.4M
|
9.72K
$1.35M
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
7.14KNew |
$940K - $1.03M
|
7.14K
$990K
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
6.17KNew |
$813K - $889K
|
6.17K
$856K
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
6.01KNew |
$791K - $865K
|
6.01K
$833K
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
5.6KNew |
$737K - $806K
|
5.6K
$776K
|