Latest Institutional Transactions on Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information on the latest institutional transactions involving Spdr Series Tr Spdr S&P Divide (SDY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-475- 18.12% |
$57.8K - $65K
|
2.15K
$297K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-140- 2.26% |
$17K - $19.1K
|
6.05K
$836K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-440- 7.12% |
$53.5K - $60.2K
|
5.74K
$793K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
4.53KNew |
$551K - $619K
|
4.53K
$626K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
7KNew |
$851K - $957K
|
7K
$968K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-370- 8.82% |
$45K - $50.6K
|
3.83K
$529K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-536- 24.51% |
$65.2K - $73.3K
|
1.65K
$228K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-50- 0.88% |
$6.08K - $6.84K
|
5.64K
$779K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-100- 27.78% |
$12.2K - $13.7K
|
260
$35.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-205- 21.67% |
$24.9K - $28K
|
741
$102K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-513- 18.29% |
$62.4K - $70.1K
|
2.29K
$317K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-129- 7.05% |
$15.7K - $17.6K
|
1.7K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
680+ 9.53% |
$82.7K - $93K
|
7.82K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-101- 6.07% |
$12.3K - $13.8K
|
1.56K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$2.43K - $2.73K
|
20
$2.76K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-43- 0.96% |
$5.23K - $5.88K
|
4.44K
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-253- 41.21% |
$30.8K - $34.6K
|
361
$49.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-23- 0.93% |
$2.8K - $3.15K
|
2.45K
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-81.8K- 22.2% |
$9.94M - $11.2M
|
287K
$39.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.51KNew |
$183K - $206K
|
1.51K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
363+ 1.59% |
$44.1K - $49.6K
|
23.2K
$3.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
400+ 16.24% |
$48.6K - $54.7K
|
2.86K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-17- 0.64% |
$2.07K - $2.32K
|
2.66K
$367K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.32K- 14.73% |
$160K - $180K
|
7.64K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
334+ 14.36% |
$40.6K - $45.7K
|
2.66K
$368K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-300- 9.03% |
$36.5K - $41K
|
3.02K
$418K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.66K- 17.55% |
$202K - $227K
|
7.8K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-9.9K- 55.76% |
$1.2M - $1.35M
|
7.86K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-16- 0.4% |
$1.95K - $2.19K
|
4.03K
$558K
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-203- 8.68% |
$24.7K - $27.8K
|
2.14K
$295K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-305- 15.17% |
$37.1K - $41.7K
|
1.71K
$236K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-431- 10.72% |
$52.4K - $58.9K
|
3.59K
$496K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-180- 10.53% |
$21.9K - $24.6K
|
1.53K
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-361- 9.0% |
$43.9K - $49.4K
|
3.65K
$505K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-550- 73.33% |
$66.9K - $75.2K
|
200
$27.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
65New |
$7.9K - $8.89K
|
65
$8.98K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
426+ 135.24% |
$51.8K - $58.3K
|
741
$102K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-138- 22.29% |
$16.8K - $18.9K
|
481
$66.5K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.39KNew |
$565K - $608K
|
4.39K
$606K
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
61.5KNew |
$7.91M - $8.52M
|
61.5K
$8.49M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
2.5K+ 4.31% |
$322K - $347K
|
60.6K
$8.37M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1.81KNew |
$233K - $251K
|
1.81K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-140- 5.82% |
$18K - $19.4K
|
2.27K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
89+ 1.95% |
$11.5K - $12.3K
|
4.65K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.75K+ 1.86% |
$483K - $520K
|
206K
$28.4M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-66- 4.21% |
$8.5K - $9.15K
|
1.5K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-336- 8.87% |
$43.3K - $46.6K
|
3.45K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$129 - $139
|
16.2K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
56+ 0.7% |
$7.21K - $7.77K
|
8.1K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
335+ 6.37% |
$43.1K - $46.5K
|
5.6K
$773K
|
|