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 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.63% |
$243 - $273
|
321
$44.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.08% |
$243 - $273
|
2.59K
$360K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$122 - $137
|
2.13K
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.38% |
$122 - $137
|
265
$36.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.04% |
$122 - $137
|
2.68K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1+ 0.05% |
$122 - $137
|
2.11K
$294K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$122 - $137
|
3.13K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1+ 0.04% |
$122 - $137
|
2.64K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.02% |
$122 - $137
|
6.15K
$857K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.04% |
$122 - $137
|
2.29K
$319K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 1.08% |
$122 - $137
|
94
$13.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.45% |
$122 - $137
|
221
$30.8K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1New |
$122 - $137
|
1
$139
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-1- 0.01% |
$122 - $137
|
16.3K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2- 0.02% |
$243 - $273
|
10.8K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-3- 0.15% |
$365 - $410
|
2.03K
$282K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4- 0.81% |
$486 - $547
|
492
$68.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-4- 0.41% |
$486 - $547
|
975
$136K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-6- 2.69% |
$729 - $820
|
217
$30.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-7- 0.17% |
$851 - $957
|
4.22K
$587K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-7- 3.74% |
$851 - $957
|
180
$25.1K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7- 0.24% |
$851 - $957
|
2.95K
$411K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 0.51% |
$973 - $1.09K
|
1.55K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-10- 14.29% |
$1.22K - $1.37K
|
60
$8.36K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 1.51% |
$1.22K - $1.37K
|
653
$91K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 0.27% |
$1.22K - $1.37K
|
3.64K
$507K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-10- 0.62% |
$1.22K - $1.37K
|
1.61K
$225K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-10- 0.12% |
$1.22K - $1.37K
|
8.52K
$1.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-11- 9.48% |
$1.34K - $1.5K
|
105
$14.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-11- 0.13% |
$1.34K - $1.5K
|
8.24K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-15- 0.11% |
$1.82K - $2.05K
|
13.5K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15- 0.4% |
$1.82K - $2.05K
|
3.76K
$524K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-16- 0.4% |
$1.95K - $2.19K
|
4.03K
$562K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-16- 15.69% |
$1.95K - $2.19K
|
86
$12K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-17- 0.64% |
$2.07K - $2.32K
|
2.66K
$370K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.29% |
$2.19K - $2.46K
|
6.12K
$853K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18- 0.4% |
$2.19K - $2.46K
|
4.49K
$625K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-20- 0.22% |
$2.43K - $2.73K
|
9.23K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-23- 0.93% |
$2.8K - $3.15K
|
2.45K
$341K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-23- 8.75% |
$2.8K - $3.15K
|
240
$33.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-25- 0.7% |
$3.04K - $3.42K
|
3.55K
$495K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-25- 1.98% |
$3.04K - $3.42K
|
1.24K
$172K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-25- 0.13% |
$3.04K - $3.42K
|
19K
$2.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-26- 0.08% |
$3.16K - $3.56K
|
32.1K
$4.47M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-27- 0.48% |
$3.28K - $3.69K
|
5.62K
$783K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-28- 0.19% |
$3.4K - $3.83K
|
14.5K
$2.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-29- 1.03% |
$3.53K - $3.97K
|
2.78K
$387K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-30- 0.21% |
$3.65K - $4.1K
|
14.6K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-32- 0.74% |
$3.89K - $4.38K
|
4.3K
$599K
|