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 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
515KNew |
$62.6M - $70.4M
|
515K
$71.3M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
75.3KNew |
$9.15M - $10.3M
|
75.3K
$10.4M
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
7KNew |
$851K - $957K
|
7K
$970K
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
4.76K+ 2.04% |
$579K - $651K
|
238K
$33M
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
4.53KNew |
$551K - $619K
|
4.53K
$628K
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.35KNew |
$528K - $594K
|
4.35K
$603K
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.08K+ 10.41% |
$496K - $558K
|
43.3K
$6M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.95K+ 1.06% |
$480K - $540K
|
375K
$52M
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.87K+ 1.4% |
$471K - $530K
|
280K
$38.8M
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3.67K+ 131.69% |
$446K - $502K
|
6.46K
$895K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.3K+ 8039.02% |
$401K - $451K
|
3.34K
$463K
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.12K+ 12.55% |
$379K - $426K
|
27.9K
$3.87M
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.49K+ 0.61% |
$302K - $340K
|
413K
$57.3M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.41K+ 3.59% |
$293K - $330K
|
69.5K
$9.64M
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.09K+ 2.29% |
$254K - $286K
|
93.3K
$12.9M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 7.87% |
$211K - $237K
|
23.7K
$3.29M
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.63K+ 6.6% |
$198K - $222K
|
26.3K
$3.64M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.59K+ 19.81% |
$193K - $218K
|
9.62K
$1.33M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.56KNew |
$190K - $213K
|
1.56K
$216K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.55K+ 15.66% |
$189K - $212K
|
11.5K
$1.59M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.51KNew |
$183K - $206K
|
1.51K
$209K
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.48KNew |
$179K - $202K
|
1.48K
$204K
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
1.44KNew |
$176K - $197K
|
1.44K
$200K
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.44K+ 1.16% |
$175K - $197K
|
126K
$17.4M
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
933+ 1.35% |
$113K - $128K
|
69.8K
$9.68M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
784+ 37.71% |
$95.3K - $107K
|
2.86K
$397K
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
680+ 9.53% |
$82.7K - $93K
|
7.82K
$1.08M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
667+ 52.31% |
$81.1K - $91.2K
|
1.94K
$269K
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
633+ 1.51% |
$77K - $86.6K
|
42.7K
$5.91M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
527+ 11.9% |
$64.1K - $72.1K
|
4.96K
$687K
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
444+ 23.91% |
$54K - $60.7K
|
2.3K
$319K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
426+ 135.24% |
$51.8K - $58.3K
|
741
$103K
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
410+ 19.24% |
$49.8K - $56.1K
|
2.54K
$352K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
405+ 18.23% |
$49.2K - $55.4K
|
2.63K
$364K
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
400+ 16.24% |
$48.6K - $54.7K
|
2.86K
$397K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
389New |
$47.3K - $53.2K
|
389
$53.9K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
363+ 1.59% |
$44.1K - $49.6K
|
23.2K
$3.22M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
344+ 0.4% |
$41.8K - $47K
|
85.5K
$11.9M
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
341+ 4.02% |
$41.5K - $46.6K
|
8.83K
$1.22M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
334+ 14.36% |
$40.6K - $45.7K
|
2.66K
$369K
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
231+ 6.17% |
$28.1K - $31.6K
|
3.98K
$551K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
219+ 11.32% |
$26.6K - $29.9K
|
2.15K
$299K
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
156+ 8.49% |
$19K - $21.3K
|
1.99K
$276K
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
143+ 1.58% |
$17.4K - $19.6K
|
9.21K
$1.28M
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
136+ 4.62% |
$16.5K - $18.6K
|
3.08K
$427K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
134+ 4.17% |
$16.3K - $18.3K
|
3.35K
$465K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
128+ 14.25% |
$15.6K - $17.5K
|
1.03K
$142K
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
104+ 0.88% |
$12.6K - $14.2K
|
11.9K
$1.65M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
100+ 0.34% |
$12.2K - $13.7K
|
29.2K
$4.05M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
96+ 181.13% |
$11.7K - $13.1K
|
149
$20.7K
|