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 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-330- 12.06% |
$40.1K - $45.1K
|
2.41K
$335K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-334- 14.6% |
$40.6K - $45.7K
|
1.95K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-341- 2.67% |
$41.5K - $46.6K
|
12.4K
$1.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-341- 10.16% |
$41.5K - $46.6K
|
3.02K
$420K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-345- 1.95% |
$41.9K - $47.2K
|
17.3K
$2.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-350- 3.67% |
$42.6K - $47.9K
|
9.19K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-360- 6.43% |
$43.8K - $49.2K
|
5.24K
$730K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-361- 9.0% |
$43.9K - $49.4K
|
3.65K
$509K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-364- 2.44% |
$44.3K - $49.8K
|
14.6K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-370- 8.82% |
$45K - $50.6K
|
3.83K
$533K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-380- 13.86% |
$46.2K - $52K
|
2.36K
$329K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-385- 3.53% |
$46.8K - $52.6K
|
10.5K
$1.46M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-386- 1.41% |
$46.9K - $52.8K
|
26.9K
$3.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-388- 3.09% |
$47.2K - $53.1K
|
12.2K
$1.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-395- 4.21% |
$48K - $54K
|
8.99K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-400- 3.65% |
$48.6K - $54.7K
|
10.5K
$1.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-402- 19.23% |
$48.9K - $55K
|
1.69K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-403- 0.44% |
$49K - $55.1K
|
90.6K
$12.6M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-410- 1.03% |
$49.8K - $56.1K
|
39.2K
$5.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-424- 2.7% |
$51.5K - $58K
|
15.3K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-430- 5.22% |
$52.3K - $58.8K
|
7.81K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-431- 10.72% |
$52.4K - $58.9K
|
3.59K
$500K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-434- 10.51% |
$52.8K - $59.3K
|
3.69K
$515K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-435- 12.62% |
$52.9K - $59.5K
|
3.01K
$420K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-440- 7.12% |
$53.5K - $60.2K
|
5.74K
$799K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-441- 3.66% |
$53.6K - $60.3K
|
11.6K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-457- 10.65% |
$55.6K - $62.5K
|
3.84K
$534K
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-471- 3.4% |
$57.3K - $64.4K
|
13.4K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-475- 18.12% |
$57.8K - $65K
|
2.15K
$299K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-484- 6.4% |
$58.8K - $66.2K
|
7.08K
$986K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-484- 0.6% |
$58.8K - $66.2K
|
80.8K
$11.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-484- 0.6% |
$58.8K - $66.2K
|
80.2K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-489- 2.61% |
$59.5K - $66.9K
|
18.3K
$2.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-490- 5.08% |
$59.6K - $67K
|
9.15K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-491- 7.66% |
$59.7K - $67.1K
|
5.92K
$825K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-499- 3.87% |
$60.7K - $68.2K
|
12.4K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-504- 1.76% |
$61.3K - $68.9K
|
28.1K
$3.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-506- 2.39% |
$61.5K - $69.2K
|
20.7K
$2.88M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-513- 18.29% |
$62.4K - $70.1K
|
2.29K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-513- 1.26% |
$62.4K - $70.1K
|
40.1K
$5.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-526- 2.37% |
$64K - $71.9K
|
21.6K
$3.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-536- 24.51% |
$65.2K - $73.3K
|
1.65K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-537- 3.93% |
$65.3K - $73.4K
|
13.1K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-548- 8.84% |
$66.6K - $74.9K
|
5.65K
$788K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-550- 73.33% |
$66.9K - $75.2K
|
200
$27.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-556- 7.43% |
$67.6K - $76K
|
6.92K
$965K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-558- 2.15% |
$67.8K - $76.3K
|
25.3K
$3.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-571- 12.94% |
$69.4K - $78.1K
|
3.84K
$535K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-572- 5.89% |
$69.5K - $78.2K
|
9.13K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-572- 1.85% |
$69.5K - $78.2K
|
30.3K
$4.22M
|