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 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1+ 0.05% |
$122 - $137
|
2.11K
$297K
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.38% |
$122 - $137
|
265
$37.3K
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$122 - $137
|
3.13K
$441K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
61.5KNew |
$7.91M - $8.52M
|
61.5K
$8.64M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
41.3K+ 143.35% |
$5.31M - $5.72M
|
70.1K
$9.86M
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
28.4K+ 12.98% |
$3.66M - $3.94M
|
247K
$34.8M
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
14.1KNew |
$1.82M - $1.96M
|
14.1K
$1.99M
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
14K+ 27.29% |
$1.8M - $1.94M
|
65.3K
$9.19M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.9KNew |
$1.15M - $1.23M
|
8.9K
$1.25M
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
7.76K+ 20.01% |
$999K - $1.08M
|
46.5K
$6.55M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.97KNew |
$769K - $828K
|
5.97K
$840K
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.39KNew |
$565K - $608K
|
4.39K
$617K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.75K+ 1.86% |
$483K - $520K
|
206K
$28.9M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.36KNew |
$432K - $466K
|
3.36K
$472K
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.04KNew |
$392K - $422K
|
3.04K
$428K
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.55KNew |
$328K - $354K
|
2.55K
$359K
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
2.5K+ 4.31% |
$322K - $347K
|
60.6K
$8.52M
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.3KNew |
$296K - $319K
|
2.3K
$324K
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.26KNew |
$291K - $313K
|
2.26K
$317K
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2KNew |
$257K - $277K
|
2K
$281K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.98KNew |
$255K - $275K
|
1.98K
$279K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1.81KNew |
$233K - $251K
|
1.81K
$255K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.81KNew |
$232K - $250K
|
1.81K
$254K
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.71KNew |
$221K - $238K
|
1.71K
$241K
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.7KNew |
$218K - $235K
|
1.7K
$238K
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.57KNew |
$202K - $217K
|
1.57K
$221K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.54KNew |
$198K - $213K
|
1.54K
$216K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.54KNew |
$198K - $213K
|
1.54K
$216K
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$195K - $210K
|
1.52K
$213K
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.51KNew |
$194K - $209K
|
1.51K
$212K
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.51KNew |
$194K - $209K
|
1.51K
$212K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.5KNew |
$193K - $208K
|
1.5K
$211K
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.5KNew |
$193K - $208K
|
1.5K
$211K
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.48KNew |
$191K - $205K
|
1.48K
$208K
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.48KNew |
$190K - $205K
|
1.48K
$207K
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.48KNew |
$190K - $205K
|
1.48K
$207K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$190K - $205K
|
1.48K
$207K
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.38K+ 51.96% |
$177K - $191K
|
4.03K
$566K
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.06KNew |
$136K - $147K
|
1.06K
$149K
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
923+ 12.89% |
$119K - $128K
|
8.08K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
900+ 900.0% |
$116K - $125K
|
1K
$141K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
711+ 12.67% |
$91.5K - $98.6K
|
6.32K
$889K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
689+ 0.64% |
$88.7K - $95.5K
|
109K
$15.3M
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
559New |
$72K - $77.5K
|
559
$78.6K
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
460+ 12.47% |
$59.2K - $63.8K
|
4.15K
$584K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
422+ 8.25% |
$54.3K - $58.5K
|
5.54K
$779K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
400New |
$51.5K - $55.5K
|
400
$56.3K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
382New |
$49.2K - $53K
|
382
$53.7K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
368New |
$47.4K - $51K
|
368
$51.8K
|