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
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
144+ 3.5% |
$17.5K - $19.7K
|
4.26K
$594K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
144+ 1.52% |
$17.5K - $19.7K
|
9.61K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
143+ 0.1% |
$17.4K - $19.6K
|
142K
$19.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
143+ 1.58% |
$17.4K - $19.6K
|
9.21K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
140+ 3.27% |
$17K - $19.1K
|
4.42K
$616K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
138New |
$16.8K - $18.9K
|
138
$19.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
137+ 0.81% |
$16.7K - $18.7K
|
17.2K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
137+ 0.23% |
$16.7K - $18.7K
|
60.4K
$8.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
136+ 4.62% |
$16.5K - $18.6K
|
3.08K
$429K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
134+ 4.17% |
$16.3K - $18.3K
|
3.35K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
133+ 0.83% |
$16.2K - $18.2K
|
16.2K
$2.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
130+ 0.72% |
$15.8K - $17.8K
|
18.2K
$2.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
128+ 14.25% |
$15.6K - $17.5K
|
1.03K
$143K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
122+ 0.52% |
$14.8K - $16.7K
|
23.4K
$3.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
122+ 4.03% |
$14.8K - $16.7K
|
3.15K
$439K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
120+ 0.95% |
$14.6K - $16.4K
|
12.8K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
113+ 2.3% |
$13.7K - $15.5K
|
5.03K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
106New |
$12.9K - $14.5K
|
106
$14.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
104+ 0.88% |
$12.6K - $14.2K
|
11.9K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
100New |
$12.2K - $13.7K
|
100
$13.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
100+ 0.34% |
$12.2K - $13.7K
|
29.2K
$4.07M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
96+ 181.13% |
$11.7K - $13.1K
|
149
$20.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
96+ 1.52% |
$11.7K - $13.1K
|
6.4K
$892K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
95+ 4.22% |
$11.6K - $13K
|
2.35K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
95+ 1.13% |
$11.6K - $13K
|
8.47K
$1.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
90+ 0.26% |
$10.9K - $12.3K
|
34.3K
$4.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
90New |
$10.9K - $12.3K
|
90
$12.5K
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
89+ 0.22% |
$10.8K - $12.2K
|
40.7K
$5.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
86+ 0.58% |
$10.5K - $11.8K
|
15K
$2.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
84+ 1.51% |
$10.2K - $11.5K
|
5.63K
$784K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
84+ 0.77% |
$10.2K - $11.5K
|
11K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
82+ 2.58% |
$9.97K - $11.2K
|
3.27K
$455K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
81+ 0.52% |
$9.85K - $11.1K
|
15.6K
$2.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
79+ 329.17% |
$9.6K - $10.8K
|
103
$14.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
78+ 3.11% |
$9.48K - $10.7K
|
2.58K
$360K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
78+ 0.57% |
$9.48K - $10.7K
|
13.8K
$1.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
77+ 4.69% |
$9.36K - $10.5K
|
1.72K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
76+ 0.69% |
$9.24K - $10.4K
|
11.1K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
71+ 0.63% |
$8.63K - $9.71K
|
11.4K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
70+ 1.16% |
$8.51K - $9.57K
|
6.09K
$848K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
68+ 1.26% |
$8.27K - $9.3K
|
5.47K
$762K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
66+ 0.58% |
$8.02K - $9.02K
|
11.5K
$1.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
65+ 1.35% |
$7.9K - $8.89K
|
4.88K
$680K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
65New |
$7.9K - $8.89K
|
65
$9.06K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
64+ 0.67% |
$7.78K - $8.75K
|
9.56K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
62+ 0.09% |
$7.54K - $8.48K
|
72.3K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
62New |
$7.54K - $8.48K
|
62
$8.64K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
58New |
$7.05K - $7.93K
|
58
$8.08K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
57New |
$6.93K - $7.79K
|
57
$7.94K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
54+ 1.22% |
$6.57K - $7.38K
|
4.46K
$622K
|