Purchases and Sales Made in Q2 2025 in Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Divide (SDY) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR SERIES TR SPDR S&P DIVIDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
75.3KNew |
$9.15M - $10.3M
|
75.3K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
4.76K+ 2.04% |
$579K - $651K
|
238K
$33M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.35KNew |
$528K - $594K
|
4.35K
$603K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.08K+ 10.41% |
$496K - $558K
|
43.3K
$6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.95K+ 1.06% |
$480K - $540K
|
375K
$52M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.49K+ 0.61% |
$302K - $340K
|
413K
$57.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.41K+ 3.59% |
$293K - $330K
|
69.5K
$9.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.09K+ 2.29% |
$254K - $286K
|
93.3K
$12.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.56KNew |
$190K - $213K
|
1.56K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.48KNew |
$179K - $202K
|
1.48K
$204K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
633+ 1.51% |
$77K - $86.6K
|
42.7K
$5.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
444+ 23.91% |
$54K - $60.7K
|
2.3K
$319K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
426+ 135.24% |
$51.8K - $58.3K
|
741
$103K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
410+ 19.24% |
$49.8K - $56.1K
|
2.54K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
405+ 18.23% |
$49.2K - $55.4K
|
2.63K
$364K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
389New |
$47.3K - $53.2K
|
389
$53.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
341+ 4.02% |
$41.5K - $46.6K
|
8.83K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
156+ 8.49% |
$19K - $21.3K
|
1.99K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
143+ 1.58% |
$17.4K - $19.6K
|
9.21K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
136+ 4.62% |
$16.5K - $18.6K
|
3.08K
$427K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
81+ 0.52% |
$9.85K - $11.1K
|
15.6K
$2.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
65New |
$7.9K - $8.89K
|
65
$9.01K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
62New |
$7.54K - $8.48K
|
62
$8.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
47+ 0.7% |
$5.71K - $6.43K
|
6.77K
$938K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
42+ 1.79% |
$5.11K - $5.74K
|
2.39K
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
37+ 0.53% |
$4.5K - $5.06K
|
7.06K
$979K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
30+ 0.33% |
$3.65K - $4.1K
|
9.01K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
24+ 0.55% |
$2.92K - $3.28K
|
4.42K
$613K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
19+ 0.2% |
$2.31K - $2.6K
|
9.5K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
15+ 0.7% |
$1.82K - $2.05K
|
2.17K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
11+ 0.68% |
$1.34K - $1.5K
|
1.63K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
10+ 0.52% |
$1.22K - $1.37K
|
1.92K
$265K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8+ 0.09% |
$973 - $1.09K
|
8.95K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7+ 0.69% |
$851 - $957
|
1.03K
$143K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4+ 0.2% |
$486 - $547
|
2.05K
$285K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$243 - $273
|
2.66K
$368K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$122 - $137
|
3.13K
$434K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 0.51% |
$973 - $1.09K
|
1.55K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-11- 0.13% |
$1.34K - $1.5K
|
8.24K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-11- 9.48% |
$1.34K - $1.5K
|
105
$14.6K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-16- 0.4% |
$1.95K - $2.19K
|
4.03K
$559K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-29- 1.03% |
$3.53K - $3.97K
|
2.78K
$385K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-30- 0.21% |
$3.65K - $4.1K
|
14.6K
$2.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-39- 0.73% |
$4.74K - $5.33K
|
5.31K
$736K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-39- 2.66% |
$4.74K - $5.33K
|
1.43K
$198K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-60- 1.44% |
$7.29K - $8.2K
|
4.11K
$570K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-69- 1.85% |
$8.39K - $9.44K
|
3.67K
$508K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-73- 0.47% |
$8.88K - $9.98K
|
15.5K
$2.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-110- 2.76% |
$13.4K - $15K
|
3.87K
$537K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-125- 2.82% |
$15.2K - $17.1K
|
4.31K
$598K
|