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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.18K- 15.17% |
$152K - $163K
|
6.59K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.19K- 5.9% |
$154K - $166K
|
19K
$2.56M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.21K- 9.02% |
$155K - $167K
|
12.2K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.23K- 7.68% |
$158K - $170K
|
14.7K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.24K- 4.74% |
$159K - $171K
|
24.8K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.24K- 8.14% |
$160K - $172K
|
14K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.31K- 1.51% |
$169K - $182K
|
85.6K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.33K- 2.95% |
$171K - $185K
|
43.8K
$5.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.35K- 4.44% |
$174K - $188K
|
29.1K
$3.92M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.35K- 10.84% |
$174K - $188K
|
11.1K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.35K- 2.74% |
$174K - $188K
|
48.1K
$6.48M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.35K- 21.33% |
$174K - $188K
|
4.99K
$673K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.37K- 3.26% |
$176K - $190K
|
40.6K
$5.47M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.39K- 2.93% |
$178K - $192K
|
45.9K
$6.19M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.45K- 71.09% |
$187K - $201K
|
590
$79.5K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.48K- 3.31% |
$190K - $205K
|
43.1K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.48K- 5.55% |
$190K - $205K
|
25.2K
$3.39M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.49K- 19.64% |
$192K - $207K
|
6.11K
$824K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.53K- 10.94% |
$197K - $213K
|
12.5K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.55K- 3.66% |
$200K - $215K
|
40.9K
$5.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.56K- 2.47% |
$201K - $217K
|
61.7K
$8.31M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-1.65K- 29.93% |
$213K - $229K
|
3.87K
$521K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.66K- 9.39% |
$214K - $230K
|
16K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.68K- 1.54% |
$216K - $233K
|
108K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.73K- 40.9% |
$223K - $240K
|
2.5K
$337K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.73K- 0.87% |
$223K - $240K
|
197K
$26.5M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.74K- 25.07% |
$224K - $241K
|
5.2K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.83K- 1.8% |
$235K - $253K
|
99.6K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.84K- 7.82% |
$236K - $255K
|
21.7K
$2.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.85K- 6.25% |
$238K - $257K
|
27.8K
$3.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.86K- 35.68% |
$240K - $258K
|
3.36K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.88K- 9.22% |
$241K - $260K
|
18.5K
$2.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.9K- 25.1% |
$244K - $263K
|
5.66K
$763K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.93K- 0.91% |
$248K - $267K
|
211K
$28.4M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.99K- 0.97% |
$256K - $275K
|
202K
$27.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.12K- 14.0% |
$272K - $293K
|
13K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.17K- 6.6% |
$279K - $300K
|
30.6K
$4.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.27K- 7.19% |
$292K - $315K
|
29.3K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.31K- 1.09% |
$297K - $320K
|
210K
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.34K- 7.02% |
$301K - $324K
|
31K
$4.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.34K- 22.12% |
$301K - $324K
|
8.24K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.35K- 17.42% |
$302K - $326K
|
11.1K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.37K- 16.21% |
$305K - $328K
|
12.2K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.4K- 58.97% |
$309K - $333K
|
1.67K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.55K- 36.33% |
$328K - $353K
|
4.46K
$601K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.59K- 2.95% |
$333K - $359K
|
85.2K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.63K- 3.79% |
$339K - $365K
|
66.8K
$9M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.67K- 4.64% |
$344K - $371K
|
54.9K
$7.39M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 3.34% |
$359K - $386K
|
80.7K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.85K- 37.53% |
$367K - $395K
|
4.74K
$638K
|