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 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-347- 0.87% |
$44.7K - $48.1K
|
39.6K
$5.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-352- 10.94% |
$45.3K - $48.8K
|
2.87K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-359- 2.54% |
$46.2K - $49.8K
|
13.8K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-364- 2.6% |
$46.9K - $50.5K
|
13.7K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-365- 30.37% |
$47K - $50.6K
|
837
$113K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-365- 5.7% |
$47K - $50.6K
|
6.03K
$813K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-373- 2.04% |
$48K - $51.7K
|
17.9K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-376- 8.23% |
$48.4K - $52.1K
|
4.2K
$565K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-385- 1.42% |
$49.6K - $53.4K
|
26.8K
$3.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-388- 1.79% |
$50K - $53.8K
|
21.3K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-391- 1.34% |
$50.3K - $54.2K
|
28.8K
$3.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-403- 1.02% |
$51.9K - $55.9K
|
39.2K
$5.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-409- 4.29% |
$52.7K - $56.7K
|
9.12K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-415- 6.49% |
$53.4K - $57.5K
|
5.98K
$806K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-417- 2.16% |
$53.7K - $57.8K
|
18.9K
$2.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-419- 2.78% |
$53.9K - $58.1K
|
14.6K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-422- 1.66% |
$54.3K - $58.5K
|
25.1K
$3.38M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-430- 4.17% |
$55.4K - $59.6K
|
9.87K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-431- 6.82% |
$55.5K - $59.8K
|
5.89K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-432- 8.32% |
$55.6K - $59.9K
|
4.76K
$641K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-449- 12.25% |
$57.8K - $62.3K
|
3.22K
$433K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-450- 1.31% |
$57.9K - $62.4K
|
33.9K
$4.56M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-451- 14.13% |
$58.1K - $62.5K
|
2.74K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-460- 7.18% |
$59.2K - $63.8K
|
5.95K
$801K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-463- 22.95% |
$59.6K - $64.2K
|
1.55K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-464- 44.15% |
$59.7K - $64.3K
|
587
$79.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-465- 8.21% |
$59.9K - $64.5K
|
5.2K
$700K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-469- 10.47% |
$60.4K - $65K
|
4.01K
$540K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-478- 1.52% |
$61.5K - $66.3K
|
30.9K
$4.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-490- 20.21% |
$63.1K - $67.9K
|
1.94K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-502- 4.4% |
$64.6K - $69.6K
|
10.9K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-525- 9.83% |
$67.6K - $72.8K
|
4.82K
$649K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-530- 4.44% |
$68.2K - $73.5K
|
11.4K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-534- 13.53% |
$68.7K - $74K
|
3.41K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-546- 7.5% |
$70.3K - $75.7K
|
6.73K
$907K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-553- 8.6% |
$71.2K - $76.7K
|
5.88K
$792K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-555- 51.63% |
$71.5K - $77K
|
520
$70K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-560- 7.37% |
$72.1K - $77.7K
|
7.04K
$948K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-563- 11.11% |
$72.5K - $78.1K
|
4.5K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-571- 0.51% |
$73.5K - $79.2K
|
110K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-574- 6.7% |
$73.9K - $79.6K
|
7.99K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-581- 8.63% |
$74.8K - $80.6K
|
6.15K
$828K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-583- 0.54% |
$75.1K - $80.8K
|
108K
$14.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-583- 4.61% |
$75.1K - $80.8K
|
12.1K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-598- 18.64% |
$77K - $82.9K
|
2.61K
$352K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-606- 12.19% |
$78K - $84K
|
4.37K
$588K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-608- 3.73% |
$78.3K - $84.3K
|
15.7K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-614- 3.93% |
$79K - $85.1K
|
15K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-635- 4.54% |
$81.7K - $88.1K
|
13.3K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-666- 5.03% |
$85.7K - $92.4K
|
12.6K
$1.69M
|