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 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
42+ 0.62% |
$5.73K - $6K
|
6.81K
$941K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
42+ 2.95% |
$5.73K - $6K
|
1.47K
$203K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
41+ 1.97% |
$5.6K - $5.86K
|
2.12K
$293K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
39+ 0.51% |
$5.32K - $5.58K
|
7.73K
$1.07M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
39+ 0.9% |
$5.32K - $5.58K
|
4.35K
$602K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38+ 2.36% |
$5.19K - $5.43K
|
1.65K
$227K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
38+ 1.01% |
$5.19K - $5.43K
|
3.8K
$526K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
36+ 0.9% |
$4.91K - $5.15K
|
4.02K
$555K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
35+ 0.5% |
$4.78K - $5K
|
7.09K
$980K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
34+ 0.29% |
$4.64K - $4.86K
|
11.7K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
33+ 1.51% |
$4.5K - $4.72K
|
2.22K
$306K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.31% |
$4.5K - $4.72K
|
10.5K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
29+ 0.53% |
$3.96K - $4.15K
|
5.53K
$764K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
28+ 0.61% |
$3.82K - $4K
|
4.65K
$642K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
28+ 1.03% |
$3.82K - $4K
|
2.74K
$379K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
27+ 1.32% |
$3.68K - $3.86K
|
2.07K
$286K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
24+ 0.36% |
$3.28K - $3.43K
|
6.71K
$928K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
24+ 0.13% |
$3.28K - $3.43K
|
17.9K
$2.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
24+ 0.61% |
$3.28K - $3.43K
|
3.94K
$545K
|
|
|
Nov 14, 2025
Q3 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
21+ 0.46% |
$2.87K - $3K
|
4.54K
$628K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
21+ 0.47% |
$2.87K - $3K
|
4.44K
$614K
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
20+ 1.32% |
$2.73K - $2.86K
|
1.53K
$211K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
19+ 0.51% |
$2.59K - $2.72K
|
3.77K
$521K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
19+ 0.63% |
$2.59K - $2.72K
|
3.04K
$420K
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
17+ 0.26% |
$2.32K - $2.43K
|
6.47K
$895K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
16+ 0.62% |
$2.18K - $2.29K
|
2.6K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
16+ 0.65% |
$2.18K - $2.29K
|
2.46K
$340K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
16+ 0.11% |
$2.18K - $2.29K
|
14.1K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.15% |
$2.18K - $2.29K
|
10.6K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
15+ 0.41% |
$2.05K - $2.14K
|
3.64K
$503K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
15+ 0.1% |
$2.05K - $2.14K
|
14.6K
$2.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
14+ 0.65% |
$1.91K - $2K
|
2.18K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
14New |
$1.91K - $2K
|
14
$1.94K
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
12+ 0.59% |
$1.64K - $1.72K
|
2.04K
$282K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
12+ 0.62% |
$1.64K - $1.72K
|
1.95K
$269K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12+ 0.32% |
$1.64K - $1.72K
|
3.79K
$524K
|
|
|
Dec 01, 2025
Q3 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
12+ 0.26% |
$1.64K - $1.72K
|
4.55K
$629K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 0.5% |
$1.64K - $1.72K
|
2.4K
$331K
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11+ 0.49% |
$1.5K - $1.57K
|
2.28K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.29% |
$1.5K - $1.57K
|
3.84K
$531K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
10+ 0.32% |
$1.36K - $1.43K
|
3.11K
$429K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
10+ 0.52% |
$1.36K - $1.43K
|
1.92K
$265K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10+ 0.32% |
$1.36K - $1.43K
|
3.15K
$435K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
10+ 0.38% |
$1.36K - $1.43K
|
2.67K
$368K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
10+ 0.29% |
$1.36K - $1.43K
|
3.5K
$483K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
10+ 0.62% |
$1.36K - $1.43K
|
1.64K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
10+ 0.62% |
$1.36K - $1.43K
|
1.63K
$225K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
9+ 0.03% |
$1.23K - $1.29K
|
29.4K
$4.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
9+ 0.04% |
$1.23K - $1.29K
|
23K
$3.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
8+ 0.46% |
$1.09K - $1.14K
|
1.76K
$243K
|
|