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 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.29KNew |
$156K - $176K
|
1.29K
$179K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.26K+ 17.57% |
$154K - $173K
|
8.46K
$1.18M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.15K+ 5.58% |
$140K - $157K
|
21.8K
$3.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.13K+ 3.3% |
$137K - $154K
|
35.2K
$4.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.12K+ 1.91% |
$136K - $153K
|
60K
$8.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.11K+ 42.73% |
$135K - $152K
|
3.72K
$518K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
1.08K+ 2.52% |
$131K - $147K
|
43.9K
$6.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.07KNew |
$130K - $146K
|
1.07K
$149K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.04K+ 5.23% |
$126K - $142K
|
20.8K
$2.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1K+ 7.0% |
$122K - $137K
|
15.3K
$2.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
993+ 22.74% |
$121K - $136K
|
5.36K
$747K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
978+ 4.57% |
$119K - $134K
|
22.4K
$3.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
970New |
$118K - $133K
|
970
$135K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
958+ 15.11% |
$116K - $131K
|
7.3K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
940+ 11.9% |
$114K - $129K
|
8.84K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
933+ 1.35% |
$113K - $128K
|
69.8K
$9.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
932+ 15.59% |
$113K - $127K
|
6.91K
$963K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
920+ 3.13% |
$112K - $126K
|
30.3K
$4.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
887+ 15.75% |
$108K - $121K
|
6.52K
$908K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
848+ 20.96% |
$103K - $116K
|
4.89K
$682K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
844+ 0.52% |
$103K - $115K
|
163K
$22.8M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
837+ 15.31% |
$102K - $114K
|
6.3K
$878K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
784+ 37.71% |
$95.3K - $107K
|
2.86K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
754+ 39.77% |
$91.7K - $103K
|
2.65K
$369K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
741+ 8.12% |
$90.1K - $101K
|
9.86K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
728+ 27.26% |
$88.5K - $99.5K
|
3.4K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
719+ 3.39% |
$87.4K - $98.3K
|
21.9K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
710+ 13.04% |
$86.3K - $97.1K
|
6.15K
$857K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
703+ 23.39% |
$85.5K - $96.1K
|
3.71K
$517K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
700+ 5.24% |
$85.1K - $95.7K
|
14.1K
$1.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
680+ 9.53% |
$82.7K - $93K
|
7.82K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
667+ 52.31% |
$81.1K - $91.2K
|
1.94K
$271K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
665+ 2.33% |
$80.9K - $90.9K
|
29.3K
$4.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
640New |
$77.8K - $87.5K
|
640
$89.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
636+ 2.94% |
$77.3K - $87K
|
22.3K
$3.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
633+ 1.51% |
$77K - $86.6K
|
42.7K
$5.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
615+ 2.16% |
$74.8K - $84.1K
|
29K
$4.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
557+ 0.38% |
$67.7K - $76.2K
|
146K
$20.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
527+ 11.9% |
$64.1K - $72.1K
|
4.96K
$690K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
526+ 16.6% |
$64K - $71.9K
|
3.69K
$515K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
497+ 18.82% |
$60.4K - $68K
|
3.14K
$437K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
490+ 10.0% |
$59.6K - $67K
|
5.39K
$751K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
482+ 1.82% |
$58.6K - $65.9K
|
27K
$3.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
473+ 9.62% |
$57.5K - $64.7K
|
5.39K
$751K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
451+ 27.65% |
$54.8K - $61.7K
|
2.08K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
445+ 3.54% |
$54.1K - $60.8K
|
13K
$1.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
444+ 23.91% |
$54K - $60.7K
|
2.3K
$321K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
426+ 135.24% |
$51.8K - $58.3K
|
741
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
423+ 20.71% |
$51.4K - $57.8K
|
2.47K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
410+ 19.24% |
$49.8K - $56.1K
|
2.54K
$354K
|