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 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-41.7K- 94.77% |
$5.37M - $5.78M
|
2.3K
$321K
|
|
|
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
$69.3M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-51.2K- 21.62% |
$6.59M - $7.09M
|
186K
$25.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-53.2K- 4.39% |
$6.85M - $7.38M
|
1.16M
$161M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-69.5K- 76.63% |
$8.94M - $9.63M
|
21.2K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-70.5K- 3.35% |
$9.07M - $9.77M
|
2.03M
$283M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-99.7K- 3.48% |
$12.8M - $13.8M
|
2.76M
$385M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-135K- 7.74% |
$17.4M - $18.8M
|
1.61M
$225M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-138K- 53.76% |
$17.7M - $19.1M
|
118K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-175K- 98.46% |
$22.5M - $24.2M
|
2.73K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-180K- 2.33% |
$23.1M - $24.9M
|
7.54M
$1.05B
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-217K- 84.42% |
$27.9M - $30.1M
|
40.1K
$5.58M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-235K- 13.91% |
$30.2M - $32.6M
|
1.45M
$203M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-313K- 99.26% |
$40.3M - $43.4M
|
2.33K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-376K- 35.58% |
$48.4M - $52.2M
|
681K
$94.9M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-436K- 64.21% |
$56.1M - $60.4M
|
243K
$33.8M
|