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 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.19K+ 3.48% |
$267K - $300K
|
65.2K
$9.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.17K+ 11.43% |
$264K - $297K
|
21.2K
$2.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.14K+ 328.57% |
$260K - $292K
|
2.79K
$389K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.09K+ 2.29% |
$254K - $286K
|
93.3K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.09K+ 2.26% |
$253K - $285K
|
94.3K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.04KNew |
$248K - $279K
|
2.04K
$284K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
2K+ 10.71% |
$243K - $273K
|
20.6K
$2.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.96KNew |
$238K - $267K
|
1.96K
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.95K+ 10.86% |
$237K - $267K
|
19.9K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.94KNew |
$236K - $266K
|
1.94K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.91KNew |
$233K - $262K
|
1.91K
$267K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.82KNew |
$221K - $249K
|
1.82K
$253K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$220K - $248K
|
1.81K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.81K+ 29.56% |
$220K - $247K
|
7.92K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.8K+ 3.25% |
$218K - $246K
|
57K
$7.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 7.87% |
$211K - $237K
|
23.7K
$3.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.73KNew |
$210K - $236K
|
1.73K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.7K+ 73.91% |
$207K - $232K
|
4K
$557K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.68K+ 11.75% |
$204K - $229K
|
16K
$2.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.63K+ 6.18% |
$198K - $223K
|
28K
$3.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.63K+ 6.6% |
$198K - $222K
|
26.3K
$3.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.62KNew |
$197K - $222K
|
1.62K
$226K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.59K+ 55.88% |
$194K - $218K
|
4.44K
$619K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.59K+ 19.81% |
$193K - $218K
|
9.62K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1.57K+ 15.44% |
$191K - $214K
|
11.7K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.57KNew |
$191K - $214K
|
1.57K
$218K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 20.13% |
$190K - $214K
|
9.34K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.56KNew |
$190K - $213K
|
1.56K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.55K+ 15.66% |
$189K - $212K
|
11.5K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.55KNew |
$188K - $212K
|
1.55K
$216K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.55KNew |
$188K - $212K
|
1.55K
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.53KNew |
$185K - $209K
|
1.53K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
1.52KNew |
$185K - $208K
|
1.52K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.52K+ 257.29% |
$185K - $208K
|
2.11K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.51KNew |
$183K - $206K
|
1.51K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.5KNew |
$182K - $205K
|
1.5K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.5KNew |
$182K - $205K
|
1.5K
$208K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1.49KNew |
$181K - $203K
|
1.49K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.48KNew |
$180K - $203K
|
1.48K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.48KNew |
$179K - $202K
|
1.48K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
1.44KNew |
$176K - $197K
|
1.44K
$201K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.44K+ 14.3% |
$176K - $197K
|
11.5K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.44K+ 1.16% |
$175K - $197K
|
126K
$17.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.38K+ 5.49% |
$167K - $188K
|
26.4K
$3.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.36K+ 66.63% |
$166K - $187K
|
3.41K
$475K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.36K+ 2.66% |
$165K - $186K
|
52.5K
$7.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.36K+ 15.86% |
$165K - $185K
|
9.91K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.32K+ 21.39% |
$161K - $181K
|
7.5K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.31K+ 12.9% |
$159K - $179K
|
11.4K
$1.59M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.31K+ 12.9% |
$159K - $179K
|
11.4K
$1.59M
|