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 |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-32- 0.22% |
$3.89K - $4.38K
|
14.5K
$2.03M
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-33- 0.71% |
$4.01K - $4.51K
|
4.64K
$647K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-37- 1.24% |
$4.5K - $5.06K
|
2.94K
$409K
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-37- 1.49% |
$4.5K - $5.06K
|
2.45K
$341K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-39- 2.66% |
$4.74K - $5.33K
|
1.43K
$199K
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-39- 1.56% |
$4.74K - $5.33K
|
2.46K
$343K
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-39- 0.73% |
$4.74K - $5.33K
|
5.31K
$739K
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-40- 1.4% |
$4.86K - $5.47K
|
2.83K
$394K
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-41- 0.9% |
$4.98K - $5.61K
|
4.52K
$630K
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-43- 0.96% |
$5.23K - $5.88K
|
4.44K
$618K
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-45- 0.37% |
$5.47K - $6.15K
|
12.2K
$1.7M
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-47- 1.01% |
$5.71K - $6.43K
|
4.61K
$642K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-47- 0.57% |
$5.71K - $6.43K
|
8.19K
$1.14M
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-47- 9.48% |
$5.71K - $6.43K
|
449
$62.6K
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-48- 3.15% |
$5.84K - $6.56K
|
1.48K
$206K
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-48- 1.76% |
$5.84K - $6.56K
|
2.68K
$374K
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-49- 0.19% |
$5.96K - $6.7K
|
25.7K
$3.58M
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 2.39% |
$6.08K - $6.84K
|
2.04K
$285K
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-50- 1.98% |
$6.08K - $6.84K
|
2.47K
$344K
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-50- 0.88% |
$6.08K - $6.84K
|
5.64K
$785K
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-55- 0.52% |
$6.69K - $7.52K
|
10.6K
$1.48M
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-56- 1.39% |
$6.81K - $7.66K
|
3.98K
$554K
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-57- 0.56% |
$6.93K - $7.79K
|
10.1K
$1.41M
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-60- 1.81% |
$7.29K - $8.2K
|
3.25K
$453K
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-60- 1.44% |
$7.29K - $8.2K
|
4.11K
$572K
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-60- 1.96% |
$7.29K - $8.2K
|
3.01K
$419K
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-60- 0.78% |
$7.29K - $8.2K
|
7.62K
$1.06M
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-64- 0.22% |
$7.78K - $8.75K
|
29.3K
$4.09M
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-65- 23.47% |
$7.9K - $8.89K
|
212
$29.5K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-65- 0.28% |
$7.9K - $8.89K
|
23.3K
$3.25M
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-65- 1.85% |
$7.9K - $8.89K
|
3.45K
$481K
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-68- 3.64% |
$8.27K - $9.3K
|
1.8K
$250K
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-69- 1.85% |
$8.39K - $9.44K
|
3.67K
$511K
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-72- 0.16% |
$8.75K - $9.85K
|
46.2K
$6.44M
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-73- 0.47% |
$8.88K - $9.98K
|
15.5K
$2.15M
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-74- 3.47% |
$9K - $10.1K
|
2.06K
$287K
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-75- 2.82% |
$9.12K - $10.3K
|
2.58K
$360K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-76- 0.68% |
$9.24K - $10.4K
|
11K
$1.54M
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-76- 2.05% |
$9.24K - $10.4K
|
3.63K
$506K
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-77- 1.11% |
$9.36K - $10.5K
|
6.86K
$956K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-80- 2.06% |
$9.73K - $10.9K
|
3.8K
$530K
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-81- 0.18% |
$9.85K - $11.1K
|
43.9K
$6.12M
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-81- 1.48% |
$9.85K - $11.1K
|
5.4K
$753K
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-83- 5.13% |
$10.1K - $11.3K
|
1.53K
$214K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-83- 0.73% |
$10.1K - $11.3K
|
11.3K
$1.58M
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-85- 1.45% |
$10.3K - $11.6K
|
5.79K
$807K
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-87- 75.65% |
$10.6K - $11.9K
|
28
$3.9K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-89- 1.29% |
$10.8K - $12.2K
|
6.79K
$946K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-91- 2.37% |
$11.1K - $12.4K
|
3.75K
$523K
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-93- 5.44% |
$11.3K - $12.7K
|
1.62K
$225K
|