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 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-94- 1.01% |
$11.4K - $12.9K
|
9.21K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-98- 5.5% |
$11.9K - $13.4K
|
1.69K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-99- 3.65% |
$12K - $13.5K
|
2.61K
$364K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-100- 1.62% |
$12.2K - $13.7K
|
6.08K
$847K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 4.47% |
$12.2K - $13.7K
|
2.14K
$297K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 3.06% |
$12.2K - $13.7K
|
3.17K
$441K
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-100- 0.5% |
$12.2K - $13.7K
|
20K
$2.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-100- 27.78% |
$12.2K - $13.7K
|
260
$36.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-100- 23.58% |
$12.2K - $13.7K
|
324
$45.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-100- 4.01% |
$12.2K - $13.7K
|
2.4K
$334K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-101- 0.72% |
$12.3K - $13.8K
|
13.9K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-101- 6.07% |
$12.3K - $13.8K
|
1.56K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-104- 3.83% |
$12.6K - $14.2K
|
2.61K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-109- 1.36% |
$13.3K - $14.9K
|
7.88K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-110- 2.76% |
$13.4K - $15K
|
3.87K
$539K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-110- 1.81% |
$13.4K - $15K
|
5.98K
$832K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-116- 1.88% |
$14.1K - $15.9K
|
6.04K
$841K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-117- 2.47% |
$14.2K - $16K
|
4.62K
$644K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-121- 0.88% |
$14.7K - $16.5K
|
13.6K
$1.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-125- 2.82% |
$15.2K - $17.1K
|
4.31K
$601K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-125- 1.6% |
$15.2K - $17.1K
|
7.69K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-125- 2.25% |
$15.2K - $17.1K
|
5.44K
$758K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-125- 3.57% |
$15.2K - $17.1K
|
3.38K
$471K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-128- 3.92% |
$15.6K - $17.5K
|
3.14K
$437K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-129- 7.05% |
$15.7K - $17.6K
|
1.7K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-130- 1.4% |
$15.8K - $17.8K
|
9.13K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-136- 1.42% |
$16.5K - $18.6K
|
9.44K
$1.31M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-138- 22.29% |
$16.8K - $18.9K
|
481
$67K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-140- 2.26% |
$17K - $19.1K
|
6.05K
$843K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-144- 1.51% |
$17.5K - $19.7K
|
9.4K
$1.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-148- 3.78% |
$18K - $20.2K
|
3.77K
$525K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-150- 3.41% |
$18.2K - $20.5K
|
4.25K
$592K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-151- 15.5% |
$18.4K - $20.6K
|
823
$115K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-155- 3.36% |
$18.8K - $21.2K
|
4.46K
$621K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-158- 0.97% |
$19.2K - $21.6K
|
16.1K
$2.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-158- 1.52% |
$19.2K - $21.6K
|
10.2K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-164- 7.35% |
$19.9K - $22.4K
|
2.07K
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-177- 1.88% |
$21.5K - $24.2K
|
9.22K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-180- 1.14% |
$21.9K - $24.6K
|
15.6K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-180- 1.44% |
$21.9K - $24.6K
|
12.3K
$1.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-180- 10.53% |
$21.9K - $24.6K
|
1.53K
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-181- 0.38% |
$22K - $24.7K
|
47.1K
$6.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-182- 3.7% |
$22.1K - $24.9K
|
4.74K
$660K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-183- 0.52% |
$22.2K - $25K
|
35.1K
$4.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-185- 12.71% |
$22.5K - $25.3K
|
1.27K
$177K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-187- 3.97% |
$22.7K - $25.6K
|
4.53K
$631K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-189- 0.25% |
$23K - $25.8K
|
76.4K
$10.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-192- 1.34% |
$23.3K - $26.3K
|
14.1K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-196- 7.73% |
$23.8K - $26.8K
|
2.34K
$326K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-197- 1.36% |
$24K - $26.9K
|
14.3K
$1.99M
|