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 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
6.09KNew |
$740K - $833K
|
6.09K
$848K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.91K+ 2.16% |
$719K - $809K
|
280K
$39M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.5K+ 1778.32% |
$668K - $751K
|
5.8K
$809K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.29K+ 2.68% |
$643K - $723K
|
202K
$28.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
5.27KNew |
$641K - $721K
|
5.27K
$734K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.18K+ 3.21% |
$630K - $709K
|
166K
$23.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.04K+ 24.94% |
$613K - $690K
|
25.3K
$3.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.89K+ 6.59% |
$595K - $669K
|
79.2K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
4.76K+ 2.04% |
$579K - $651K
|
238K
$33.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.72KNew |
$574K - $645K
|
4.72K
$657K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.69K+ 23.24% |
$570K - $642K
|
24.9K
$3.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.62K+ 12.72% |
$561K - $631K
|
40.9K
$5.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.57K+ 0.6% |
$555K - $625K
|
760K
$106M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
4.53KNew |
$551K - $619K
|
4.53K
$631K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.5KNew |
$547K - $615K
|
4.5K
$627K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.42K+ 12.34% |
$538K - $605K
|
40.3K
$5.61M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.41K+ 1.24% |
$536K - $602K
|
359K
$50M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.37K+ 12.88% |
$531K - $597K
|
38.3K
$5.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.35KNew |
$528K - $594K
|
4.35K
$605K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.34K+ 4.68% |
$527K - $593K
|
97K
$13.5M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
4.3K+ 106.75% |
$523K - $588K
|
8.33K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.25K+ 30.8% |
$516K - $581K
|
18K
$2.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.08K+ 10.41% |
$496K - $558K
|
43.3K
$6.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.97K+ 182.5% |
$483K - $543K
|
6.15K
$857K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.95K+ 1.06% |
$480K - $540K
|
375K
$52.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.93K+ 0.56% |
$478K - $537K
|
700K
$97.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3.92KNew |
$476K - $536K
|
3.92K
$546K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.87K+ 1.4% |
$471K - $530K
|
280K
$39M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3.67K+ 131.69% |
$446K - $502K
|
6.46K
$899K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.64KNew |
$443K - $498K
|
3.64K
$507K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.62K+ 1.59% |
$440K - $495K
|
231K
$32.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
3.47K+ 7.22% |
$422K - $475K
|
51.6K
$7.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.42KNew |
$416K - $468K
|
3.42K
$477K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
3.34KNew |
$406K - $456K
|
3.34K
$465K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.3K+ 8039.02% |
$401K - $451K
|
3.34K
$465K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.23K+ 217.37% |
$392K - $441K
|
4.71K
$657K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.21K+ 5.75% |
$390K - $439K
|
59K
$8.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.12K+ 12.55% |
$379K - $426K
|
27.9K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.75K+ 90.85% |
$334K - $376K
|
5.78K
$805K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.7K+ 10.19% |
$328K - $369K
|
29.1K
$4.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.63KNew |
$320K - $360K
|
2.63K
$367K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.49K+ 0.61% |
$302K - $340K
|
413K
$57.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.47K+ 58.7% |
$301K - $338K
|
6.69K
$932K
|
|
|
Aug 14, 2025
Q2 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.44K+ 3.39% |
$296K - $333K
|
74.3K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.44K+ 4.12% |
$296K - $333K
|
61.6K
$8.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.41K+ 3.59% |
$293K - $330K
|
69.5K
$9.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.38K+ 18.33% |
$290K - $326K
|
15.4K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.38K+ 20.92% |
$289K - $326K
|
13.8K
$1.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.22K+ 102.87% |
$270K - $304K
|
4.38K
$611K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
2.2KNew |
$267K - $300K
|
2.2K
$306K
|