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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
273+ 4.41% |
$35.1K - $37.9K
|
6.47K
$867K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
268+ 6.44% |
$34.5K - $37.2K
|
4.43K
$594K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
267+ 53.61% |
$34.4K - $37K
|
765
$103K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
258+ 16.83% |
$33.2K - $35.8K
|
1.79K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
256+ 30.92% |
$33K - $35.5K
|
1.08K
$145K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
255+ 15.7% |
$32.8K - $35.4K
|
1.88K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
255+ 13.68% |
$32.8K - $35.4K
|
2.12K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
253+ 70.08% |
$32.6K - $35.1K
|
614
$82.3K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
251+ 0.55% |
$32.3K - $34.8K
|
46.3K
$6.21M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
250+ 1.46% |
$32.2K - $34.7K
|
17.4K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
250+ 6.02% |
$32.2K - $34.7K
|
4.41K
$591K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
245+ 350.0% |
$31.5K - $34K
|
315
$42.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
243+ 14.88% |
$31.3K - $33.7K
|
1.88K
$252K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
225+ 12.49% |
$29K - $31.2K
|
2.03K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
222+ 3.73% |
$28.6K - $30.8K
|
6.18K
$828K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
210+ 4.81% |
$27K - $29.1K
|
4.58K
$614K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
196+ 1.99% |
$25.2K - $27.2K
|
10K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
194+ 7.05% |
$25K - $26.9K
|
2.95K
$395K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
191+ 5.9% |
$24.6K - $26.5K
|
3.43K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
181+ 0.73% |
$23.3K - $25.1K
|
25.1K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
179+ 0.61% |
$23K - $24.8K
|
29.7K
$3.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
175+ 8.57% |
$22.5K - $24.3K
|
2.22K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
174New |
$22.4K - $24.1K
|
174
$23.3K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
170+ 5.99% |
$21.9K - $23.6K
|
3.01K
$403K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
169+ 0.5% |
$21.8K - $23.4K
|
34.2K
$4.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
162+ 98.18% |
$20.9K - $22.5K
|
327
$43.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
157+ 1.88% |
$20.2K - $21.8K
|
8.49K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
157+ 0.71% |
$20.2K - $21.8K
|
22.3K
$2.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
153+ 1.55% |
$19.7K - $21.2K
|
10K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
152+ 0.82% |
$19.6K - $21.1K
|
18.6K
$2.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
147+ 5.82% |
$18.9K - $20.4K
|
2.67K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
145+ 0.6% |
$18.7K - $20.1K
|
24.3K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
145+ 7.47% |
$18.7K - $20.1K
|
2.09K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
142+ 8.41% |
$18.3K - $19.7K
|
1.83K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
141New |
$18.2K - $19.6K
|
141
$18.9K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
140New |
$18K - $19.4K
|
140
$18.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
135+ 3.03% |
$17.4K - $18.7K
|
4.59K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
110New |
$14.2K - $15.3K
|
110
$14.8K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
104+ 3.85% |
$13.4K - $14.4K
|
2.81K
$376K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
101+ 2.58% |
$13K - $14K
|
4.02K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
101+ 12.72% |
$13K - $14K
|
895
$120K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
101New |
$13K - $14K
|
101
$13.5K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
100+ 1.52% |
$12.9K - $13.9K
|
6.69K
$897K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
100New |
$12.9K - $13.9K
|
100
$13.4K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
100New |
$12.9K - $13.9K
|
100
$13.4K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
100+ 1.34% |
$12.9K - $13.9K
|
7.58K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
100+ 0.69% |
$12.9K - $13.9K
|
14.6K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
100New |
$12.9K - $13.9K
|
100
$13.4K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
90+ 1.63% |
$11.6K - $12.5K
|
5.6K
$751K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
89+ 3.99% |
$11.5K - $12.3K
|
2.32K
$311K
|