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 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.01K- 4.21% |
$130K - $140K
|
23K
$3.2M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.02K- 27.32% |
$131K - $142K
|
2.72K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.02K- 3.54% |
$132K - $142K
|
27.8K
$3.88M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.03K- 6.71% |
$132K - $142K
|
14.3K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.04K- 6.75% |
$133K - $144K
|
14.3K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.04K- 5.23% |
$134K - $144K
|
18.8K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.04K- 19.95% |
$134K - $144K
|
4.18K
$582K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 20.51% |
$134K - $145K
|
4.05K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.08K- 1.85% |
$139K - $150K
|
57.5K
$8M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.1K- 0.57% |
$141K - $152K
|
191K
$26.7M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.1K- 20.0% |
$141K - $152K
|
4.39K
$611K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.12K- 5.38% |
$144K - $155K
|
19.7K
$2.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-1.13K- 3.23% |
$146K - $157K
|
33.9K
$4.72M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 3.93% |
$149K - $161K
|
28.3K
$3.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.17K- 1.41% |
$150K - $162K
|
81.3K
$11.3M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.18K- 15.17% |
$152K - $163K
|
6.59K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.19K- 5.9% |
$154K - $166K
|
19K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.21K- 9.02% |
$155K - $167K
|
12.2K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.23K- 7.68% |
$158K - $170K
|
14.7K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.24K- 4.74% |
$159K - $171K
|
24.8K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.24K- 8.14% |
$160K - $172K
|
14K
$1.95M
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.31K- 11.43% |
$168K - $181K
|
10.1K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.31K- 1.51% |
$169K - $182K
|
85.6K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.33K- 2.95% |
$171K - $185K
|
43.8K
$6.1M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.35K- 10.84% |
$174K - $188K
|
11.1K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.35K- 4.44% |
$174K - $188K
|
29.1K
$4.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.35K- 2.74% |
$174K - $188K
|
48.1K
$6.7M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.35K- 21.33% |
$174K - $188K
|
4.99K
$696K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.37K- 3.26% |
$176K - $190K
|
40.6K
$5.66M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.39K- 2.93% |
$178K - $192K
|
45.9K
$6.4M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.45K- 71.09% |
$187K - $201K
|
590
$82.2K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.48K- 3.31% |
$190K - $205K
|
43.1K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.48K- 5.55% |
$190K - $205K
|
25.2K
$3.5M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.49K- 19.64% |
$192K - $207K
|
6.11K
$852K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.53K- 10.94% |
$197K - $213K
|
12.5K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.55K- 3.66% |
$200K - $215K
|
40.9K
$5.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.56K- 2.47% |
$201K - $217K
|
61.7K
$8.59M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-1.65K- 29.93% |
$213K - $229K
|
3.87K
$539K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.66K- 9.39% |
$214K - $230K
|
16K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.68K- 1.54% |
$216K - $233K
|
108K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.73K- 40.9% |
$223K - $240K
|
2.5K
$348K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.73K- 0.87% |
$223K - $240K
|
197K
$27.4M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.74K- 25.07% |
$224K - $241K
|
5.2K
$725K
|
|
|
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
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.84K- 7.82% |
$236K - $255K
|
21.7K
$3.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.85K- 6.25% |
$238K - $257K
|
27.8K
$3.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.86K- 35.68% |
$240K - $258K
|
3.36K
$468K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.88K- 9.22% |
$241K - $260K
|
18.5K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.9K- 25.1% |
$244K - $263K
|
5.66K
$789K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.93K- 0.91% |
$248K - $267K
|
211K
$29.3M
|