Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
165K+ 10.53% |
$22.5M - $23.6M
|
1.73M
$239M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
125K+ 126.56% |
$17M - $17.9M
|
224K
$30.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
93.3K+ 13.33% |
$12.7M - $13.3M
|
793K
$110M
|
|
|
Oct 29, 2025
Q3 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
91.5K+ 85.2% |
$12.5M - $13.1M
|
199K
$27.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
75.7KNew |
$10.3M - $10.8M
|
75.7K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
55.7KNew |
$7.61M - $7.97M
|
55.7K
$7.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
49.2K+ 281.93% |
$6.72M - $7.03M
|
66.7K
$9.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
45.5K+ 11.94% |
$6.22M - $6.51M
|
427K
$59M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.2K+ 26.35% |
$6.04M - $6.32M
|
212K
$29.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
38.5KNew |
$5.25M - $5.5M
|
38.5K
$5.32M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
37.6K+ 2424.03% |
$5.13M - $5.38M
|
39.2K
$5.41M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
30.3K+ 50.16% |
$4.14M - $4.33M
|
90.7K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
28.1KNew |
$3.84M - $4.02M
|
28.1K
$3.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
24.4K+ 31.29% |
$3.33M - $3.49M
|
102K
$14.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
24.1K+ 3.22% |
$3.29M - $3.45M
|
772K
$107M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
23.5K+ 298.89% |
$3.2M - $3.36M
|
31.3K
$4.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.3K+ 69.04% |
$3.18M - $3.33M
|
57K
$7.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
22.3KNew |
$3.04M - $3.19M
|
22.3K
$3.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
22.1K+ 0.84% |
$3.02M - $3.16M
|
2.67M
$369M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.7KNew |
$2.82M - $2.96M
|
20.7K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.4K+ 0.68% |
$2.79M - $2.92M
|
3.03M
$419M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18K+ 27.64% |
$2.46M - $2.58M
|
83.2K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 55.46% |
$2.3M - $2.41M
|
47.2K
$6.52M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
16.2KNew |
$2.21M - $2.31M
|
16.2K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.7K+ 7.8% |
$2.14M - $2.24M
|
216K
$29.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.1K+ 16.61% |
$2.05M - $2.15M
|
106K
$14.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
14.9KNew |
$2.03M - $2.13M
|
14.9K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.6K+ 6.3% |
$1.99M - $2.08M
|
246K
$33.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.8K+ 270.1% |
$1.88M - $1.97M
|
18.8K
$2.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 5.55% |
$1.71M - $1.79M
|
239K
$33M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
12.3KNew |
$1.68M - $1.76M
|
12.3K
$1.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
11.6KNew |
$1.59M - $1.66M
|
11.6K
$1.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
11.4K+ 220.73% |
$1.56M - $1.64M
|
16.6K
$2.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11.4K+ 5.62% |
$1.55M - $1.63M
|
214K
$29.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.3K+ 77.94% |
$1.55M - $1.62M
|
25.9K
$3.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.3K+ 254.82% |
$1.55M - $1.62M
|
15.8K
$2.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.8KNew |
$1.48M - $1.55M
|
10.8K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.79K+ 1.7% |
$1.34M - $1.4M
|
584K
$80.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.15K+ 47.18% |
$1.25M - $1.31M
|
28.6K
$3.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
9.12K+ 3.83% |
$1.25M - $1.3M
|
247K
$34.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.93K+ 7.64% |
$1.22M - $1.28M
|
126K
$17.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.38K+ 1.1% |
$1.14M - $1.2M
|
769K
$106M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.21KNew |
$1.12M - $1.17M
|
8.21K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.5KNew |
$1.02M - $1.07M
|
7.5K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.36KNew |
$1M - $1.05M
|
7.36K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.34K+ 165.67% |
$1M - $1.05M
|
11.8K
$1.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7.16K+ 31.51% |
$978K - $1.02M
|
29.9K
$4.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
6.54KNew |
$892K - $934K
|
6.54K
$903K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.28K+ 28.95% |
$857K - $897K
|
28K
$3.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
6.18K+ 264.41% |
$844K - $884K
|
8.52K
$1.18M
|
|