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 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.51K- 5.71% |
$710K - $764K
|
91K
$12.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-5.59K- 14.12% |
$719K - $775K
|
34K
$4.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-5.73K- 17.95% |
$737K - $794K
|
26.2K
$3.65M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5.83K- 25.04% |
$750K - $808K
|
17.5K
$2.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.97K- 64.0% |
$768K - $828K
|
3.36K
$468K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6K- 12.6% |
$773K - $832K
|
41.7K
$5.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-6.07K- 92.44% |
$781K - $842K
|
496
$69.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-6.11K- 15.75% |
$786K - $847K
|
32.6K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.2K- 4.67% |
$799K - $860K
|
127K
$17.7M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-7.46K- 9.35% |
$960K - $1.03M
|
72.3K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.82K- 7.45% |
$1.01M - $1.08M
|
97.2K
$13.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-8.22K- 9.04% |
$1.06M - $1.14M
|
82.7K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.35K- 1.58% |
$1.07M - $1.16M
|
521K
$72.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.7K- 31.23% |
$1.12M - $1.21M
|
19.1K
$2.67M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.75K- 7.94% |
$1.13M - $1.21M
|
101K
$14.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-9.02K- 2.39% |
$1.16M - $1.25M
|
368K
$51.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.36K- 57.74% |
$1.21M - $1.3M
|
6.85K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.45K- 0.56% |
$1.22M - $1.31M
|
1.66M
$232M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.85K- 13.52% |
$1.27M - $1.37M
|
63K
$8.78M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.1K- 23.15% |
$1.3M - $1.4M
|
33.4K
$4.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 13.35% |
$1.32M - $1.42M
|
66.4K
$9.26M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.4K- 50.55% |
$1.33M - $1.44M
|
10.1K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-11K- 1.45% |
$1.41M - $1.52M
|
748K
$104M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11.1K- 3.74% |
$1.43M - $1.54M
|
287K
$39.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 59.35% |
$1.47M - $1.58M
|
7.81K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-11.6K- 8.95% |
$1.5M - $1.61M
|
118K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-11.7K- 68.15% |
$1.5M - $1.62M
|
5.44K
$758K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.8K- 32.31% |
$1.51M - $1.63M
|
24.6K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.3K- 2.92% |
$1.58M - $1.7M
|
408K
$56.8M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-12.5K- 82.45% |
$1.62M - $1.74M
|
2.67K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-13K- 77.44% |
$1.67M - $1.8M
|
3.78K
$526K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-14.4K- 39.16% |
$1.85M - $2M
|
22.4K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14.4K- 5.0% |
$1.86M - $2M
|
274K
$38.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-15.1K- 57.49% |
$1.95M - $2.1M
|
11.2K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15.8K- 13.74% |
$2.04M - $2.19M
|
99.3K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.4K- 3.49% |
$2.11M - $2.28M
|
454K
$63.2M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-17.6K- 2.33% |
$2.26M - $2.44M
|
738K
$103M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.3K- 1.48% |
$2.36M - $2.54M
|
1.22M
$170M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-20K- 90.26% |
$2.58M - $2.78M
|
2.16K
$301K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-21.5K- 42.4% |
$2.76M - $2.98M
|
29.2K
$4.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-21.9K- 30.32% |
$2.82M - $3.04M
|
50.4K
$7.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.9K- 2.68% |
$2.94M - $3.17M
|
831K
$116M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.3K- 5.2% |
$3M - $3.24M
|
425K
$59.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-29K- 7.75% |
$3.74M - $4.03M
|
346K
$48.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.7K- 71.72% |
$3.82M - $4.11M
|
11.7K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-31.1K- 89.54% |
$4M - $4.31M
|
3.63K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.5K- 17.97% |
$4.18M - $4.51M
|
148K
$20.7M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.7K- 30.78% |
$4.21M - $4.54M
|
73.6K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-33.2K- 77.75% |
$4.27M - $4.6M
|
9.5K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-40.3K- 16.3% |
$5.19M - $5.59M
|
207K
$28.8M
|