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 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
405+ 18.23% |
$49.2K - $55.4K
|
2.63K
$366K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
404New |
$49.1K - $55.2K
|
404
$56.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
400+ 16.24% |
$48.6K - $54.7K
|
2.86K
$399K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
398New |
$48.4K - $54.4K
|
398
$55.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
390+ 2.44% |
$47.4K - $53.3K
|
16.4K
$2.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
389New |
$47.3K - $53.2K
|
389
$54.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
381+ 196.39% |
$46.3K - $52.1K
|
575
$80.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
370+ 23.08% |
$45K - $50.6K
|
1.97K
$275K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
363+ 1.59% |
$44.1K - $49.6K
|
23.2K
$3.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
355+ 0.62% |
$43.2K - $48.5K
|
57.3K
$7.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
353+ 5.09% |
$42.9K - $48.3K
|
7.29K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
350New |
$42.6K - $47.9K
|
350
$48.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
344+ 0.4% |
$41.8K - $47K
|
85.5K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
341+ 1.5% |
$41.5K - $46.6K
|
23K
$3.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
341+ 4.02% |
$41.5K - $46.6K
|
8.83K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
336+ 3.79% |
$40.9K - $45.9K
|
9.21K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
334+ 14.36% |
$40.6K - $45.7K
|
2.66K
$371K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
320New |
$38.9K - $43.8K
|
320
$44.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
300+ 0.83% |
$36.5K - $41K
|
36.3K
$5.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
300+ 16.71% |
$36.5K - $41K
|
2.1K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
285+ 0.76% |
$34.7K - $39K
|
37.9K
$5.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
280+ 3.13% |
$34K - $38.3K
|
9.22K
$1.28M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
278+ 0.15% |
$33.8K - $38K
|
182K
$25.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
274+ 1245.45% |
$33.3K - $37.5K
|
296
$41.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
273+ 0.8% |
$33.2K - $37.3K
|
34.3K
$4.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
265+ 0.44% |
$32.2K - $36.2K
|
61.1K
$8.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
255+ 12.22% |
$31K - $34.9K
|
2.34K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
248New |
$30.2K - $33.9K
|
248
$34.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
248+ 55.73% |
$30.2K - $33.9K
|
693
$96.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
247+ 12.94% |
$30K - $33.8K
|
2.16K
$300K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
245+ 6.42% |
$29.8K - $33.5K
|
4.06K
$566K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
231+ 6.17% |
$28.1K - $31.6K
|
3.98K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
230New |
$28K - $31.5K
|
230
$32K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
222+ 97.37% |
$27K - $30.4K
|
450
$62.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
220+ 6.71% |
$26.7K - $30.1K
|
3.5K
$488K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
220+ 0.6% |
$26.7K - $30.1K
|
36.9K
$5.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
219+ 11.32% |
$26.6K - $29.9K
|
2.15K
$300K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
201New |
$24.4K - $27.5K
|
201
$28K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
200+ 57.14% |
$24.3K - $27.3K
|
550
$76.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
200+ 1.37% |
$24.3K - $27.3K
|
14.8K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
200+ 9.68% |
$24.3K - $27.3K
|
2.27K
$316K
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
195+ 0.66% |
$23.7K - $26.7K
|
29.9K
$4.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
187+ 2.37% |
$22.7K - $25.6K
|
8.07K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
175+ 7.46% |
$21.3K - $23.9K
|
2.52K
$351K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
171+ 8.54% |
$20.8K - $23.4K
|
2.17K
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
167+ 2.54% |
$20.3K - $22.8K
|
6.75K
$941K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
160+ 62.75% |
$19.5K - $21.9K
|
415
$57.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
159+ 5.14% |
$19.3K - $21.7K
|
3.25K
$453K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
156+ 8.49% |
$19K - $21.3K
|
1.99K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
149+ 0.44% |
$18.1K - $20.4K
|
33.7K
$4.7M
|