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
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
53+ 0.96% |
$6.44K - $7.25K
|
5.59K
$779K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
49+ 0.57% |
$5.96K - $6.7K
|
8.69K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
48+ 0.72% |
$5.84K - $6.56K
|
6.74K
$938K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
47+ 0.7% |
$5.71K - $6.43K
|
6.77K
$943K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
44+ 0.41% |
$5.35K - $6.02K
|
10.8K
$1.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
43+ 1.19% |
$5.23K - $5.88K
|
3.66K
$509K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
42+ 1.79% |
$5.11K - $5.74K
|
2.39K
$332K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
37+ 0.32% |
$4.5K - $5.06K
|
11.7K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
37+ 0.53% |
$4.5K - $5.06K
|
7.06K
$983K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
36New |
$4.38K - $4.92K
|
36
$5.02K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
31+ 0.57% |
$3.77K - $4.24K
|
5.5K
$766K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
30+ 0.33% |
$3.65K - $4.1K
|
9.01K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30+ 0.65% |
$3.65K - $4.1K
|
4.62K
$644K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
27+ 0.15% |
$3.28K - $3.69K
|
17.9K
$2.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.4% |
$3.04K - $3.42K
|
6.32K
$880K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
24+ 0.55% |
$2.92K - $3.28K
|
4.42K
$616K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
21+ 0.67% |
$2.55K - $2.87K
|
3.17K
$442K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
20+ 0.38% |
$2.43K - $2.73K
|
5.26K
$732K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$2.43K - $2.73K
|
20
$2.79K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20+ 0.3% |
$2.43K - $2.73K
|
6.74K
$938K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
20+ 0.67% |
$2.43K - $2.73K
|
3.02K
$421K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
19+ 0.2% |
$2.31K - $2.6K
|
9.5K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
18+ 0.29% |
$2.19K - $2.46K
|
6.2K
$863K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 1.31% |
$2.19K - $2.46K
|
1.39K
$193K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
16+ 0.46% |
$1.95K - $2.19K
|
3.49K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
16+ 0.58% |
$1.95K - $2.19K
|
2.8K
$390K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
15+ 0.7% |
$1.82K - $2.05K
|
2.17K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
14+ 0.73% |
$1.7K - $1.91K
|
1.94K
$270K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14+ 0.28% |
$1.7K - $1.91K
|
4.93K
$687K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13+ 0.32% |
$1.58K - $1.78K
|
4.07K
$567K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13+ 0.07% |
$1.58K - $1.78K
|
17.9K
$2.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.31% |
$1.58K - $1.78K
|
4.21K
$586K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
13+ 0.69% |
$1.58K - $1.78K
|
1.91K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
12+ 1.99% |
$1.46K - $1.64K
|
616
$85.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
12+ 0.31% |
$1.46K - $1.64K
|
3.89K
$542K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.45% |
$1.46K - $1.64K
|
2.68K
$373K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
11+ 0.36% |
$1.34K - $1.5K
|
3.04K
$424K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
11+ 0.68% |
$1.34K - $1.5K
|
1.63K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.29% |
$1.34K - $1.5K
|
3.83K
$533K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
11+ 0.42% |
$1.34K - $1.5K
|
2.66K
$370K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
10+ 0.52% |
$1.22K - $1.37K
|
1.92K
$267K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
10+ 0.32% |
$1.22K - $1.37K
|
3.1K
$431K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9+ 0.25% |
$1.09K - $1.23K
|
3.62K
$505K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9+ 0.09% |
$1.09K - $1.23K
|
10.3K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
9+ 0.06% |
$1.09K - $1.23K
|
14K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
9New |
$1.09K - $1.23K
|
9
$1.25K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
9+ 0.36% |
$1.09K - $1.23K
|
2.51K
$349K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.21% |
$1.09K - $1.23K
|
4.22K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.1% |
$973 - $1.09K
|
8.18K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8+ 0.61% |
$973 - $1.09K
|
1.31K
$183K
|