Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
313K+ 13468.01% |
$40.3M - $43.4M
|
316K
$42.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
292K+ 728.03% |
$37.5M - $40.4M
|
332K
$44.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.4K+ 1.64% |
$10.1M - $10.9M
|
4.87M
$653M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51.9K+ 29.57% |
$6.68M - $7.2M
|
227K
$30.5M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
46.7K+ 92.91% |
$6.02M - $6.48M
|
97K
$13M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
41.6K+ 1.65% |
$5.36M - $5.77M
|
2.56M
$343M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
41.3K+ 143.35% |
$5.31M - $5.72M
|
70.1K
$9.4M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
40.6KNew |
$5.22M - $5.63M
|
40.6K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
39KNew |
$5.02M - $5.4M
|
39K
$5.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
32.6K+ 175.54% |
$4.2M - $4.52M
|
51.2K
$6.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
31.4KNew |
$4.04M - $4.35M
|
31.4K
$4.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30.3K+ 769.43% |
$3.9M - $4.2M
|
34.2K
$4.59M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
28.4K+ 12.98% |
$3.66M - $3.94M
|
247K
$33.2M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.1KNew |
$3.23M - $3.48M
|
25.1K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24K+ 444.44% |
$3.09M - $3.33M
|
29.4K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.6K+ 0.88% |
$2.65M - $2.86M
|
2.37M
$318M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.1K+ 1033.41% |
$2.47M - $2.66M
|
21K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15.6K+ 143.84% |
$2.01M - $2.17M
|
26.5K
$3.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
15.5K+ 3.93% |
$2M - $2.15M
|
411K
$55.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
14.1KNew |
$1.82M - $1.96M
|
14.1K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
14K+ 27.29% |
$1.8M - $1.94M
|
65.3K
$8.76M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
12.5K+ 61.01% |
$1.61M - $1.74M
|
33.1K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.4K+ 2.75% |
$1.6M - $1.73M
|
464K
$62.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.8K+ 18.15% |
$1.51M - $1.63M
|
76.6K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
11.6K+ 18.99% |
$1.49M - $1.61M
|
72.6K
$9.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4K+ 28.76% |
$1.47M - $1.58M
|
51.1K
$6.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3K+ 183.19% |
$1.45M - $1.57M
|
17.5K
$2.34M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.3KNew |
$1.33M - $1.43M
|
10.3K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.78KNew |
$1.26M - $1.36M
|
9.78K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.9KNew |
$1.15M - $1.23M
|
8.9K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.66K+ 147.02% |
$1.11M - $1.2M
|
14.5K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.61K+ 0.78% |
$1.11M - $1.19M
|
1.11M
$149M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
8.26K+ 43.41% |
$1.06M - $1.14M
|
27.3K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.8K+ 350.58% |
$1M - $1.08M
|
10K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
7.8KNew |
$1M - $1.08M
|
7.8K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
7.76K+ 20.01% |
$999K - $1.08M
|
46.5K
$6.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.71K+ 51.67% |
$993K - $1.07M
|
22.6K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.7K+ 51.02% |
$992K - $1.07M
|
22.8K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.56K+ 7.51% |
$973K - $1.05M
|
108K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
7.5K+ 11.65% |
$965K - $1.04M
|
71.8K
$9.63M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
6.65K+ 0.96% |
$856K - $922K
|
703K
$94.2M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.63K+ 1.91% |
$854K - $920K
|
354K
$47.5M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6.2KNew |
$798K - $860K
|
6.2K
$832K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5.98K+ 8.75% |
$770K - $829K
|
74.3K
$9.97M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.97KNew |
$769K - $828K
|
5.97K
$801K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.61K+ 166.87% |
$722K - $777K
|
8.96K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.31K+ 9.66% |
$684K - $736K
|
60.3K
$8.09M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.23K+ 3.32% |
$673K - $725K
|
163K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.08K+ 2.53% |
$653K - $704K
|
205K
$27.5M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5K+ 64.83% |
$644K - $693K
|
12.7K
$1.71M
|