Institutional shares held 73.2 Million
42.1K calls
37.4K puts
Total value of holdings $9.83B
$5.65M calls
$5.02M puts
# of Institutions 1,328


Latest Institutional Activity in SDY

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 51.2K ($6.87M)
Q1 2025
Elk River Wealth Management, LLC Shares Held: 411K ($55.1M)
Q1 2025
Armstrong, Fleming & Moore, Inc Shares Held: 14.1K ($1.9M)
Q1 2025
Precedent Wealth Partners, LLC Shares Held: 76.6K ($10.3M)
Q1 2025
Charles Schwab Trust CO Shares Held: 27.3K ($3.66M)

Top Sells

Q1 2025
Janney Montgomery Scott LLC Shares Held: 681K ($91.5M)
Q1 2025
Gamma Investing LLC Shares Held: 2.33K ($312K)
Q1 2025
Umb Bank, N.A. Shares Held: 118K ($15.9M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 66.4K ($8.92M)
Q1 2025
Legacy Financial Group LLC Shares Held: 368K ($49.5M)

About SDY

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P - Open market or private purchase×
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D - Sale (or disposition) back to the issuer×
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I - Discretionary transaction×
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E - Expiration of short derivative position×
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L - Small Acquisition×
W - Acquisition or disposition by will or laws×
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