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
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-457- 10.65% |
$55.6K - $62.5K
|
3.84K
$532K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-490- 5.08% |
$59.6K - $67K
|
9.15K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-513- 18.29% |
$62.4K - $70.1K
|
2.29K
$318K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-536- 24.51% |
$65.2K - $73.3K
|
1.65K
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-550- 73.33% |
$66.9K - $75.2K
|
200
$27.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-556- 7.43% |
$67.6K - $76K
|
6.92K
$960K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-571- 12.94% |
$69.4K - $78.1K
|
3.84K
$532K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-599- 5.97% |
$72.8K - $81.9K
|
9.44K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-630- 1.81% |
$76.6K - $86.1K
|
34.1K
$4.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-661- 3.58% |
$80.4K - $90.4K
|
17.8K
$2.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-687- 2.47% |
$83.5K - $93.9K
|
27.1K
$3.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-700- 9.87% |
$85.1K - $95.7K
|
6.39K
$886K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-738- 11.41% |
$89.7K - $101K
|
5.73K
$794K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-790- 2.85% |
$96K - $108K
|
27K
$3.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-999- 16.56% |
$121K - $137K
|
5.04K
$698K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-1.02K- 3.0% |
$124K - $139K
|
33K
$4.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.09K- 4.81% |
$133K - $149K
|
21.5K
$2.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.11K- 1.25% |
$135K - $152K
|
87.9K
$12.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.16K- 1.13% |
$142K - $159K
|
102K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.17K- 1.18% |
$142K - $160K
|
98.1K
$13.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.29K- 25.39% |
$156K - $176K
|
3.78K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-1.29K- 21.83% |
$156K - $176K
|
4.61K
$639K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.32K- 14.73% |
$160K - $180K
|
7.64K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.35K- 84.33% |
$164K - $184K
|
250
$34.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.46K- 0.76% |
$177K - $199K
|
190K
$26.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.6K- 5.97% |
$195K - $219K
|
25.2K
$3.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.66K- 17.55% |
$202K - $227K
|
7.8K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.78K- 1.5% |
$216K - $243K
|
117K
$16.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.95K- 1.12% |
$237K - $266K
|
171K
$23.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.44K- 48.86% |
$297K - $334K
|
2.55K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.86K- 25.68% |
$348K - $391K
|
8.27K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-3K- 45.54% |
$365K - $410K
|
3.59K
$497K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3.62K- 60.78% |
$440K - $494K
|
2.33K
$323K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.28K- 15.95% |
$520K - $585K
|
22.5K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.42K- 22.47% |
$537K - $604K
|
15.2K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.54K- 16.65% |
$552K - $621K
|
22.7K
$3.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.2K- 6.21% |
$632K - $710K
|
78.5K
$10.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.88K- 20.04% |
$715K - $804K
|
23.5K
$3.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.59K- 17.59% |
$923K - $1.04M
|
35.5K
$4.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-9.9K- 55.76% |
$1.2M - $1.35M
|
7.86K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-21.1K- 2.54% |
$2.56M - $2.88M
|
810K
$112M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-39.7K- 5.83% |
$4.83M - $5.43M
|
641K
$88.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-81.8K- 22.2% |
$9.94M - $11.2M
|
287K
$39.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-521KClosed |
$63.3M - $71.2M
|
0
$0
|