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 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
78+ 3.11% |
$9.48K - $10.7K
|
2.58K
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
76+ 0.69% |
$9.24K - $10.4K
|
11.1K
$1.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
70+ 1.16% |
$8.51K - $9.57K
|
6.09K
$844K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
68+ 1.26% |
$8.27K - $9.3K
|
5.47K
$758K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
65New |
$7.9K - $8.89K
|
65
$9.01K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
62New |
$7.54K - $8.48K
|
62
$8.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
54+ 1.22% |
$6.57K - $7.38K
|
4.46K
$619K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
47+ 0.7% |
$5.71K - $6.43K
|
6.77K
$938K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
42+ 1.79% |
$5.11K - $5.74K
|
2.39K
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
37+ 0.53% |
$4.5K - $5.06K
|
7.06K
$979K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30+ 0.65% |
$3.65K - $4.1K
|
4.62K
$641K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
30+ 0.33% |
$3.65K - $4.1K
|
9.01K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
24+ 0.55% |
$2.92K - $3.28K
|
4.42K
$613K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$2.43K - $2.73K
|
20
$2.77K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
20+ 0.67% |
$2.43K - $2.73K
|
3.02K
$419K
|
|
|
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
$859K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
16+ 0.58% |
$1.95K - $2.19K
|
2.8K
$388K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
15+ 0.7% |
$1.82K - $2.05K
|
2.17K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
14+ 0.73% |
$1.7K - $1.91K
|
1.94K
$269K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
13+ 0.69% |
$1.58K - $1.78K
|
1.91K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
11+ 0.68% |
$1.34K - $1.5K
|
1.63K
$225K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
11+ 0.42% |
$1.34K - $1.5K
|
2.66K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
10+ 0.52% |
$1.22K - $1.37K
|
1.92K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8+ 0.61% |
$973 - $1.09K
|
1.31K
$182K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8+ 0.09% |
$973 - $1.09K
|
8.95K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7+ 0.69% |
$851 - $957
|
1.03K
$143K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5+ 0.13% |
$608 - $684
|
3.96K
$549K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4+ 0.12% |
$486 - $547
|
3.43K
$476K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4+ 0.15% |
$486 - $547
|
2.63K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4+ 0.2% |
$486 - $547
|
2.05K
$285K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$243 - $273
|
2.66K
$368K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$243 - $273
|
9.06K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1+ 0.05% |
$122 - $137
|
2.11K
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.38% |
$122 - $137
|
265
$36.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$122 - $137
|
3.13K
$434K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 0.51% |
$973 - $1.09K
|
1.55K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 0.27% |
$1.22K - $1.37K
|
3.64K
$505K
|
|
|
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
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-15- 0.11% |
$1.82K - $2.05K
|
13.5K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-16- 0.4% |
$1.95K - $2.19K
|
4.03K
$559K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-16- 15.69% |
$1.95K - $2.19K
|
86
$11.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-17- 0.64% |
$2.07K - $2.32K
|
2.66K
$368K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-23- 0.93% |
$2.8K - $3.15K
|
2.45K
$339K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-25- 0.13% |
$3.04K - $3.42K
|
19K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-25- 1.98% |
$3.04K - $3.42K
|
1.24K
$171K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-29- 1.03% |
$3.53K - $3.97K
|
2.78K
$385K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-30- 0.21% |
$3.65K - $4.1K
|
14.6K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-32- 0.74% |
$3.89K - $4.38K
|
4.3K
$596K
|