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 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.05K- 63.37% |
$857K - $964K
|
4.08K
$568K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.53K- 3.58% |
$915K - $1.03M
|
203K
$28.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.59K- 17.59% |
$923K - $1.04M
|
35.5K
$4.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.3K- 0.68% |
$1.01M - $1.13M
|
1.21M
$169M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.65K- 37.36% |
$1.05M - $1.18M
|
14.5K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-8.78K- 6.93% |
$1.07M - $1.2M
|
118K
$16.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.83K- 7.46% |
$1.07M - $1.21M
|
110K
$15.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-9.9K- 55.76% |
$1.2M - $1.35M
|
7.86K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-10.2K- 49.27% |
$1.24M - $1.39M
|
10.5K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-10.6K- 27.87% |
$1.29M - $1.46M
|
27.5K
$3.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-14.5K- 27.38% |
$1.76M - $1.98M
|
38.4K
$5.35M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15K- 3.02% |
$1.83M - $2.06M
|
482K
$67.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-16.4K- 47.95% |
$2M - $2.25M
|
17.8K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-17.6K- 59.86% |
$2.14M - $2.41M
|
11.8K
$1.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-17.8K- 52.44% |
$2.16M - $2.43M
|
16.1K
$2.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-19.1K- 91.03% |
$2.32M - $2.61M
|
1.88K
$262K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-21.1K- 2.54% |
$2.56M - $2.88M
|
810K
$113M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-21.6K- 42.33% |
$2.63M - $2.96M
|
29.5K
$4.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-22K- 63.21% |
$2.67M - $3.01M
|
12.8K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-22.3K- 53.42% |
$2.71M - $3.04M
|
19.4K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-23.4K- 99.27% |
$2.85M - $3.2M
|
173
$24.1K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29.2K- 15.72% |
$3.55M - $3.99M
|
156K
$21.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-29.4K- 93.61% |
$3.57M - $4.02M
|
2.01K
$280K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-29.4K- 78.93% |
$3.58M - $4.02M
|
7.85K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.4K- 48.11% |
$4.3M - $4.84M
|
38.2K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-38.5K- 38.69% |
$4.69M - $5.27M
|
61.1K
$8.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-39.7K- 5.83% |
$4.83M - $5.43M
|
641K
$89.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-44.4K- 45.76% |
$5.4M - $6.07M
|
52.6K
$7.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-47K- 2.91% |
$5.71M - $6.42M
|
1.57M
$218M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-47.5K- 14.55% |
$5.77M - $6.49M
|
279K
$38.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-60.6K- 3.64% |
$7.37M - $8.29M
|
1.6M
$224M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-69.8K- 91.52% |
$8.49M - $9.55M
|
6.47K
$902K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-72.9K- 6.55% |
$8.86M - $9.96M
|
1.04M
$145M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-75.9K- 32.23% |
$9.22M - $10.4M
|
159K
$22.2M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-81.7K- 50.04% |
$9.93M - $11.2M
|
81.6K
$11.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-81.8K- 22.2% |
$9.94M - $11.2M
|
287K
$39.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-83.6K- 7.21% |
$10.2M - $11.4M
|
1.08M
$150M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-94.6K- 1.94% |
$11.5M - $12.9M
|
4.77M
$665M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-132K- 1.75% |
$16.1M - $18.1M
|
7.4M
$1.03B
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-144K- 41.28% |
$17.5M - $19.7M
|
205K
$28.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-182K- 7.67% |
$22.1M - $24.9M
|
2.19M
$305M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-521KClosed |
$63.3M - $71.2M
|
0
$0
|