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 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
711+ 12.67% |
$91.5K - $98.6K
|
6.32K
$848K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
689+ 0.64% |
$88.7K - $95.5K
|
109K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
672+ 4.11% |
$86.5K - $93.2K
|
17K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
663+ 25.47% |
$85.4K - $91.9K
|
3.27K
$438K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
661+ 1.17% |
$85.1K - $91.7K
|
56.9K
$7.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
653+ 2.72% |
$84.1K - $90.6K
|
24.7K
$3.31M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
651New |
$83.8K - $90.3K
|
651
$87.3K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
650+ 3.75% |
$83.7K - $90.1K
|
18K
$2.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
649+ 24.79% |
$83.6K - $90K
|
3.27K
$438K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
622+ 7.47% |
$80.1K - $86.3K
|
8.95K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
620+ 17.92% |
$79.8K - $86K
|
4.08K
$547K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
609+ 4.1% |
$78.4K - $84.5K
|
15.5K
$2.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
597+ 9.32% |
$76.9K - $82.8K
|
7K
$939K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
591+ 5.5% |
$76.1K - $82K
|
11.3K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
576+ 2.67% |
$74.2K - $79.9K
|
22.2K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
573+ 8.66% |
$73.8K - $79.5K
|
7.19K
$965K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
559New |
$72K - $77.5K
|
559
$75K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
531+ 31.4% |
$68.4K - $73.6K
|
2.22K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
512+ 0.56% |
$65.9K - $71K
|
92.7K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
505+ 15.59% |
$65K - $70K
|
3.74K
$502K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
491+ 2.15% |
$63.2K - $68.1K
|
23.4K
$3.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
480+ 29.8% |
$61.8K - $66.6K
|
2.09K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
476+ 21.1% |
$61.3K - $66K
|
2.73K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
460+ 12.47% |
$59.2K - $63.8K
|
4.15K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
450+ 1.21% |
$57.9K - $62.4K
|
37.6K
$5.05M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
427+ 5.52% |
$55K - $59.2K
|
8.17K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
422+ 8.25% |
$54.3K - $58.5K
|
5.54K
$742K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
419+ 10.32% |
$53.9K - $58.1K
|
4.48K
$601K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
407+ 2.1% |
$52.4K - $56.4K
|
19.8K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
400New |
$51.5K - $55.5K
|
400
$53.6K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
392+ 16.72% |
$50.5K - $54.4K
|
2.74K
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
382New |
$49.2K - $53K
|
382
$51.2K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
375+ 17.96% |
$48.3K - $52K
|
2.46K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
368New |
$47.4K - $51K
|
368
$49.4K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
365+ 1.64% |
$47K - $50.6K
|
22.7K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
363+ 272.93% |
$46.7K - $50.3K
|
496
$66.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
362+ 22.39% |
$46.6K - $50.2K
|
1.98K
$265K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
354+ 0.98% |
$45.6K - $49.1K
|
36.6K
$4.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
350+ 3.81% |
$45.1K - $48.5K
|
9.54K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
344+ 3.94% |
$44.3K - $47.7K
|
9.07K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
342+ 1.96% |
$44K - $47.4K
|
17.8K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
335+ 6.37% |
$43.1K - $46.5K
|
5.6K
$750K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
334+ 8.8% |
$43K - $46.3K
|
4.13K
$554K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
332New |
$42.7K - $46K
|
332
$44.5K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
312+ 0.73% |
$40.2K - $43.3K
|
42.8K
$5.74M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
310New |
$39.9K - $43K
|
310
$41.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
296+ 55.85% |
$38.1K - $41K
|
826
$111K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
294+ 5.76% |
$37.8K - $40.8K
|
5.4K
$725K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
291+ 1.0% |
$37.5K - $40.4K
|
29.4K
$3.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
284+ 2.11% |
$36.6K - $39.4K
|
13.8K
$1.85M
|