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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.45K- 0.56% |
$1.22M - $1.31M
|
1.66M
$223M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.85K- 13.52% |
$1.27M - $1.37M
|
63K
$8.45M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.1K- 23.15% |
$1.3M - $1.4M
|
33.4K
$4.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 13.35% |
$1.32M - $1.42M
|
66.4K
$8.91M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.4K- 50.55% |
$1.33M - $1.44M
|
10.1K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-11K- 1.45% |
$1.41M - $1.52M
|
748K
$100M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11.1K- 3.74% |
$1.43M - $1.54M
|
287K
$38.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 59.35% |
$1.47M - $1.58M
|
7.81K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-11.6K- 8.95% |
$1.5M - $1.61M
|
118K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-11.7K- 68.15% |
$1.5M - $1.62M
|
5.44K
$730K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.8K- 32.31% |
$1.51M - $1.63M
|
24.6K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.3K- 2.92% |
$1.58M - $1.7M
|
408K
$54.7M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-12.5K- 82.45% |
$1.62M - $1.74M
|
2.67K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-13K- 77.44% |
$1.67M - $1.8M
|
3.78K
$506K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-14.4K- 39.16% |
$1.85M - $2M
|
22.4K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14.4K- 5.0% |
$1.86M - $2M
|
274K
$36.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-15.1K- 57.49% |
$1.95M - $2.1M
|
11.2K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15.8K- 13.74% |
$2.04M - $2.19M
|
99.3K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.4K- 3.49% |
$2.11M - $2.28M
|
454K
$60.9M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-17.6K- 2.33% |
$2.26M - $2.44M
|
738K
$98.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.3K- 1.48% |
$2.36M - $2.54M
|
1.22M
$164M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-20K- 90.26% |
$2.58M - $2.78M
|
2.16K
$290K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-21.5K- 42.4% |
$2.76M - $2.98M
|
29.2K
$3.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-21.9K- 30.32% |
$2.82M - $3.04M
|
50.4K
$6.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.9K- 2.68% |
$2.94M - $3.17M
|
831K
$111M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.3K- 5.2% |
$3M - $3.24M
|
425K
$57.1M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-29K- 7.75% |
$3.74M - $4.03M
|
346K
$46.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.7K- 71.72% |
$3.82M - $4.11M
|
11.7K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-31.1K- 89.54% |
$4M - $4.31M
|
3.63K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.5K- 17.97% |
$4.18M - $4.51M
|
148K
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.7K- 30.78% |
$4.21M - $4.54M
|
73.6K
$9.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-33.2K- 77.75% |
$4.27M - $4.6M
|
9.5K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-40.3K- 16.3% |
$5.19M - $5.59M
|
207K
$27.8M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-41.7K- 94.77% |
$5.37M - $5.78M
|
2.3K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42.5KClosed |
$5.47M - $5.89M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.7K- 8.25% |
$5.76M - $6.2M
|
497K
$66.7M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-51.2K- 21.62% |
$6.59M - $7.09M
|
186K
$24.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-53.2K- 4.39% |
$6.85M - $7.38M
|
1.16M
$155M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-69.5K- 76.63% |
$8.94M - $9.63M
|
21.2K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-70.5K- 3.35% |
$9.07M - $9.77M
|
2.03M
$273M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-99.7K- 3.48% |
$12.8M - $13.8M
|
2.76M
$370M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-135K- 7.74% |
$17.4M - $18.8M
|
1.61M
$217M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-138K- 53.76% |
$17.7M - $19.1M
|
118K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-175K- 98.46% |
$22.5M - $24.2M
|
2.73K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-180K- 2.33% |
$23.1M - $24.9M
|
7.54M
$1.01B
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-217K- 84.42% |
$27.9M - $30.1M
|
40.1K
$5.37M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-235K- 13.91% |
$30.2M - $32.6M
|
1.45M
$195M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-313K- 99.26% |
$40.3M - $43.4M
|
2.33K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-376K- 35.58% |
$48.4M - $52.2M
|
681K
$91.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-436K- 64.21% |
$56.1M - $60.4M
|
243K
$32.6M
|