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 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.99K- 0.97% |
$256K - $275K
|
202K
$28.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.12K- 14.0% |
$272K - $293K
|
13K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.17K- 6.6% |
$279K - $300K
|
30.6K
$4.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.27K- 7.19% |
$292K - $315K
|
29.3K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.31K- 1.09% |
$297K - $320K
|
210K
$29.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.34K- 22.12% |
$301K - $324K
|
8.24K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.34K- 7.02% |
$301K - $324K
|
31K
$4.32M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.35K- 17.42% |
$302K - $326K
|
11.1K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.37K- 16.21% |
$305K - $328K
|
12.2K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.4K- 58.97% |
$309K - $333K
|
1.67K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.55K- 36.33% |
$328K - $353K
|
4.46K
$621K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.59K- 2.95% |
$333K - $359K
|
85.2K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.63K- 3.79% |
$339K - $365K
|
66.8K
$9.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.67K- 4.64% |
$344K - $371K
|
54.9K
$7.65M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 3.34% |
$359K - $386K
|
80.7K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.85K- 37.53% |
$367K - $395K
|
4.74K
$660K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.91K- 1.23% |
$375K - $404K
|
233K
$32.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 5.16% |
$376K - $405K
|
53.7K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 3.87% |
$383K - $413K
|
74K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3K- 7.45% |
$386K - $416K
|
37.3K
$5.19M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-3.12K- 9.04% |
$401K - $432K
|
31.4K
$4.37M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.19K- 19.99% |
$411K - $443K
|
12.8K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-3.26K- 1.85% |
$419K - $452K
|
173K
$24.1M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.28K- 6.5% |
$423K - $455K
|
47.2K
$6.58M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-3.42K- 18.71% |
$440K - $474K
|
14.9K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-3.63K- 56.6% |
$468K - $504K
|
2.79K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.69K- 5.62% |
$476K - $512K
|
62K
$8.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.71K- 6.23% |
$478K - $514K
|
55.8K
$7.78M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.78K- 4.98% |
$487K - $525K
|
72.2K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.89K- 4.19% |
$501K - $540K
|
89K
$12.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.9K- 36.19% |
$502K - $541K
|
6.88K
$958K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4K- 0.53% |
$515K - $555K
|
756K
$105M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.07K- 2.46% |
$524K - $564K
|
161K
$22.5M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.16K- 1.74% |
$535K - $576K
|
235K
$32.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.34K- 11.09% |
$559K - $602K
|
34.8K
$4.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-4.43K- 6.19% |
$571K - $615K
|
67.1K
$9.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.55K- 4.22% |
$586K - $631K
|
103K
$14.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.57K- 3.04% |
$588K - $634K
|
146K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.58K- 1.38% |
$590K - $635K
|
326K
$45.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-4.59K- 24.88% |
$591K - $636K
|
13.9K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.72K- 4.11% |
$607K - $654K
|
110K
$15.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.73K- 94.6% |
$609K - $656K
|
270
$37.6K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.76K- 17.04% |
$613K - $660K
|
23.2K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.88K- 8.37% |
$628K - $676K
|
53.3K
$7.43M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.94K- 38.83% |
$636K - $685K
|
7.78K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-5.06K- 5.64% |
$651K - $701K
|
84.6K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-5.27K- 13.17% |
$678K - $731K
|
34.7K
$4.84M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-5.27K- 32.89% |
$679K - $731K
|
10.8K
$1.5M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-5.43K- 2.9% |
$699K - $753K
|
182K
$25.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.49K- 19.94% |
$706K - $761K
|
22K
$3.07M
|