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 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-150- 4.44% |
$19.3K - $20.8K
|
3.23K
$435K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-150- 5.01% |
$19.3K - $20.8K
|
2.85K
$383K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-150- 0.29% |
$19.3K - $20.8K
|
52.3K
$7.05M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-154- 0.87% |
$19.8K - $21.4K
|
17.5K
$2.35M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-154- 6.36% |
$19.8K - $21.4K
|
2.27K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-154- 2.49% |
$19.8K - $21.4K
|
6.02K
$811K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-156- 7.07% |
$20.1K - $21.6K
|
2.05K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-157- 1.35% |
$20.2K - $21.8K
|
11.5K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-160- 7.83% |
$20.6K - $22.2K
|
1.88K
$254K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-161- 2.34% |
$20.7K - $22.3K
|
6.71K
$904K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-162- 4.13% |
$20.9K - $22.5K
|
3.76K
$506K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-162- 0.99% |
$20.9K - $22.5K
|
16.3K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-164- 0.55% |
$21.1K - $22.7K
|
29.4K
$3.96M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-165- 7.03% |
$21.2K - $22.9K
|
2.18K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-165- 3.7% |
$21.2K - $22.9K
|
4.29K
$578K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-167- 0.18% |
$21.5K - $23.2K
|
94.5K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-168- 0.86% |
$21.6K - $23.3K
|
19.4K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-168- 0.52% |
$21.6K - $23.3K
|
32.2K
$4.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-170- 0.59% |
$21.9K - $23.6K
|
28.6K
$3.85M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-173- 99.43% |
$22.3K - $24K
|
1
$135
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-174- 2.25% |
$22.4K - $24.1K
|
7.56K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-175- 0.42% |
$22.5K - $24.3K
|
41.7K
$5.61M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-177- 4.21% |
$22.8K - $24.5K
|
4.03K
$542K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-178- 3.89% |
$22.9K - $24.7K
|
4.4K
$593K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-179- 7.26% |
$23K - $24.8K
|
2.29K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-179- 1.81% |
$23K - $24.8K
|
9.71K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-180- 1.87% |
$23.2K - $25K
|
9.46K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-181- 0.7% |
$23.3K - $25.1K
|
25.7K
$3.46M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-181- 1.98% |
$23.3K - $25.1K
|
8.94K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-183- 6.33% |
$23.6K - $25.4K
|
2.71K
$365K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-184- 3.33% |
$23.7K - $25.5K
|
5.35K
$720K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-187- 1.8% |
$24.1K - $25.9K
|
10.2K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-188- 8.09% |
$24.2K - $26.1K
|
2.14K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-190- 2.35% |
$24.5K - $26.3K
|
7.88K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-191- 10.96% |
$24.6K - $26.5K
|
1.55K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-196- 11.65% |
$25.2K - $27.2K
|
1.49K
$200K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-200- 1.1% |
$25.7K - $27.7K
|
18K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-200- 0.99% |
$25.7K - $27.7K
|
20.1K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-200- 6.55% |
$25.7K - $27.7K
|
2.85K
$384K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-200- 0.74% |
$25.7K - $27.7K
|
26.8K
$3.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-203- 5.5% |
$26.1K - $28.2K
|
3.49K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-204- 4.85% |
$26.3K - $28.3K
|
4K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-205- 1.84% |
$26.4K - $28.4K
|
10.9K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-207- 5.3% |
$26.6K - $28.7K
|
3.7K
$498K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-210- 6.63% |
$27K - $29.1K
|
2.96K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-214- 2.25% |
$27.6K - $29.7K
|
9.31K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-219- 7.04% |
$28.2K - $30.4K
|
2.89K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-222- 4.32% |
$28.6K - $30.8K
|
4.92K
$662K
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
SELL
|
- |
-223- 0.57% |
$28.7K - $30.9K
|
38.9K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-226- 2.58% |
$29.1K - $31.3K
|
8.55K
$1.15M
|