Purchases and Sales Made in Q4 2025 in Spdr Series Tr Spdr S&P Divide (SDY)

SDY Quotes by TradingView

This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Divide (SDY) during Q4 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
Jan 15, 2026 Q4 2025
Shrier Wealth Management, LLC

Los Angeles, CA
BUY
 -
36.2K
New
$4.92M - $5.09M
36.2K $5M
Jan 15, 2026 Q4 2025
Financial Planning Hawaii, Inc.

Honolulu, HI
BUY
 -
25.1K
New
$3.41M - $3.53M
25.1K $3.47M
Jan 20, 2026 Q4 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
19K
New
$2.59M - $2.67M
19K $2.63M
Jan 12, 2026 Q4 2025
Lanham O'Dell & Company, Inc.

Hurricane, WV
BUY
 -
18.3K
+ 9.19%
$2.49M - $2.57M
217K $30M
Jan 13, 2026 Q4 2025
Stablepoint Partners, LLC

Braintree, MA
BUY
 -
16.8K
+ 103.13%
$2.28M - $2.36M
33K $4.56M
Jan 14, 2026 Q4 2025
Wespac Advisors, LLC

BUY
 -
10.7K
+ 293.93%
$1.46M - $1.51M
14.3K $1.98M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
6.77K
+ 57.45%
$920K - $951K
18.5K $2.56M
Jan 06, 2026 Q4 2025
Ransom Advisory, LTD

Providence, RI
BUY
 -
5.07K
New
$689K - $712K
5.07K $700K
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
3.7K
+ 27.38%
$503K - $520K
17.2K $2.38M
Jan 23, 2026 Q4 2025
Dara Capital Us, Inc.

Miami, FL
BUY
 -
3.66K
New
$498K - $515K
3.66K $506K
Jan 21, 2026 Q4 2025
Bip Wealth, LLC

Atlanta, GA
BUY
 -
3.04K
+ 67.32%
$413K - $427K
7.55K $1.04M
Jan 15, 2026 Q4 2025
Allspring Global Investments Holdings, LLC

BUY
 -
3.01K
New
$410K - $424K
3.01K $417K
Jan 09, 2026 Q4 2025
Clear Trail Advisors, LLC

Houston, TX
BUY
 -
2.89K
New
$393K - $406K
2.89K $399K
Jan 20, 2026 Q4 2025
Princeton Global Asset Management LLC

BUY
 -
2.8K
+ 134.61%
$382K - $394K
4.89K $675K
Jan 15, 2026 Q4 2025
My Personal Cfo, LLC

BUY
 -
2.8K
New
$381K - $394K
2.8K $387K
Jan 12, 2026 Q4 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
2.59K
+ 67.33%
$353K - $365K
6.44K $891K
Jan 06, 2026 Q4 2025
Martin Capital Partners, LLC

BUY
 -
2.22K
+ 49.89%
$302K - $312K
6.67K $922K
Jan 15, 2026 Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.18K
+ 35.07%
$296K - $306K
8.38K $1.16M
Jan 22, 2026 Q4 2025
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
2.14K
New
$291K - $301K
2.14K $296K
Jan 08, 2026 Q4 2025
Sar Wealth Management Group, LLC

Atlanta, GA
BUY
 -
2.11K
+ 2.25%
$287K - $297K
95.9K $13.3M
Jan 12, 2026 Q4 2025
Harbor Group, Inc.

BUY
 -
1.8K
New
$245K - $253K
1.8K $249K
Jan 23, 2026 Q4 2025
Westside Investment Management, Inc.

BUY
 -
1.75K
+ 4.9%
$238K - $246K
37.5K $5.18M
Jan 15, 2026 Q4 2025
Warwick Investment Management, Inc.

BUY
 -
1.58K
New
$215K - $223K
1.58K $219K
Jan 05, 2026 Q4 2025
Confluence Investment Management LLC

BUY
 -
1.55K
+ 2.29%
$211K - $218K
69.3K $9.58M
Jan 23, 2026 Q4 2025
Choreo, LLC

Minneapolis, MN
BUY
 -
1.51K
+ 7.94%
$205K - $212K
20.5K $2.84M
Jan 13, 2026 Q4 2025
Cadent Capital Advisors, LLC

BUY
 -
1.5K
+ 12.92%
$204K - $211K
13.1K $1.81M
Jan 09, 2026 Q4 2025
Cambridge Financial Group, LLC

Tucson, AZ
BUY
 -
1.49K
New
$203K - $210K
1.49K $206K
Jan 12, 2026 Q4 2025
Private Wealth Group, LLC

BUY
 -
1.45K
+ 2.98%
$197K - $204K
50.1K $6.92M
Jan 23, 2026 Q4 2025
Bridgewater Advisors Inc.

BUY
 -
1.39K
New
$189K - $195K
1.39K $192K
Jan 23, 2026 Q4 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.28K
+ 16.68%
$173K - $179K
8.92K $1.23M
Jan 07, 2026 Q4 2025
Aventura Private Wealth, LLC

Aventura, FL
BUY
 -
1.19K
New
$162K - $167K
1.19K $164K
Jan 13, 2026 Q4 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
859
+ 17.33%
$117K - $121K
5.82K $804K
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
652
+ 5.63%
$88.7K - $91.7K
12.2K $1.69M
Jan 21, 2026 Q4 2025
Greenleaf Trust

Kalamazoo, MI
BUY
 -
594
+ 0.83%
$80.8K - $83.5K
72.4K $10M
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
578
+ 39.7%
$78.6K - $81.3K
2.03K $281K
Jan 23, 2026 Q4 2025
Valley National Advisers Inc

BUY
 -
500
+ 1724.14%
$68K - $70.3K
529 $73.1K
Jan 15, 2026 Q4 2025
Shum Financial Group, Inc.

Alameda, CA
BUY
 -
475
+ 1.82%
$64.6K - $66.8K
26.5K $3.67M
Jan 14, 2026 Q4 2025
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
464
+ 4.43%
$63.1K - $65.3K
10.9K $1.51M
Jan 20, 2026 Q4 2025
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
458
+ 17.81%
$62.3K - $64.4K
3.03K $419K
Jan 14, 2026 Q4 2025
Cypress Wealth Services, LLC

BUY
 -
452
+ 24.3%
$61.5K - $63.6K
2.31K $320K
Jan 15, 2026 Q4 2025
Rebalance, LLC

Palo Alto, CA
BUY
 -
439
+ 3.93%
$59.7K - $61.7K
11.6K $1.6M
Jan 13, 2026 Q4 2025
Butensky & Cohen Financial Security, Inc

BUY
 -
431
+ 4.78%
$58.6K - $60.6K
9.45K $1.31M
Jan 20, 2026 Q4 2025
Advisor Net Financial, Inc

BUY
 -
417
+ 18.2%
$56.7K - $58.6K
2.71K $374K
Jan 13, 2026 Q4 2025
Long View Wealth Management

Atlanta, GA
BUY
 -
384
+ 25.98%
$52.2K - $54K
1.86K $257K
Jan 23, 2026 Q4 2025
Capital Investment Counsel, Inc

BUY
 -
370
New
$50.3K - $52K
370 $51.1K
Jan 06, 2026 Q4 2025
Canal Capital Management, LLC

BUY
 -
360
+ 4.22%
$49K - $50.6K
8.9K $1.23M
Jan 08, 2026 Q4 2025
Hardin Capital Partners, LLC

Greenville, SC
BUY
 -
351
+ 14.09%
$47.8K - $49.4K
2.84K $393K
Jan 22, 2026 Q4 2025
Eagle Strategies LLC

New York, NY
BUY
 -
337
+ 2.36%
$45.9K - $47.4K
14.6K $2.02M
Jan 23, 2026 Q4 2025
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
331
+ 3.15%
$45K - $46.6K
10.8K $1.5M

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