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 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
101+ 12.72% |
$13K - $14K
|
895
$125K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
100New |
$12.9K - $13.9K
|
100
$13.9K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
100+ 1.52% |
$12.9K - $13.9K
|
6.69K
$932K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
100+ 1.34% |
$12.9K - $13.9K
|
7.58K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
100New |
$12.9K - $13.9K
|
100
$13.9K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
100New |
$12.9K - $13.9K
|
100
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
100+ 0.69% |
$12.9K - $13.9K
|
14.6K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
90+ 1.63% |
$11.6K - $12.5K
|
5.6K
$780K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
89+ 3.99% |
$11.5K - $12.3K
|
2.32K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
89+ 1.95% |
$11.5K - $12.3K
|
4.65K
$648K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
88+ 0.61% |
$11.3K - $12.2K
|
14.5K
$2.01M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
85+ 2.07% |
$10.9K - $11.8K
|
4.2K
$584K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
78+ 0.55% |
$10K - $10.8K
|
14.3K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
77+ 4.15% |
$9.91K - $10.7K
|
1.93K
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
76+ 0.37% |
$9.78K - $10.5K
|
20.6K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
73+ 1.2% |
$9.4K - $10.1K
|
6.16K
$858K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
72+ 4.31% |
$9.27K - $9.98K
|
1.74K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
72+ 2.78% |
$9.27K - $9.98K
|
2.67K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
69+ 0.1% |
$8.88K - $9.57K
|
68.9K
$9.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
67+ 0.61% |
$8.63K - $9.29K
|
11K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
63+ 2.2% |
$8.11K - $8.74K
|
2.92K
$407K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
63New |
$8.11K - $8.74K
|
63
$8.78K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
59+ 0.54% |
$7.6K - $8.18K
|
10.9K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
59+ 0.44% |
$7.6K - $8.18K
|
13.4K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
58+ 1.6% |
$7.47K - $8.04K
|
3.68K
$512K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
56+ 0.61% |
$7.21K - $7.77K
|
9.29K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
56+ 0.7% |
$7.21K - $7.77K
|
8.1K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
55+ 16.77% |
$7.08K - $7.63K
|
383
$53.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
55+ 0.59% |
$7.08K - $7.63K
|
9.38K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
51+ 1.3% |
$6.57K - $7.07K
|
3.98K
$554K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
50+ 2.83% |
$6.44K - $6.93K
|
1.82K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
50+ 1.98% |
$6.44K - $6.93K
|
2.57K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 1.97% |
$6.44K - $6.93K
|
2.59K
$360K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
50+ 0.18% |
$6.44K - $6.93K
|
27.6K
$3.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
44+ 2.32% |
$5.66K - $6.1K
|
1.94K
$270K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
44+ 0.51% |
$5.66K - $6.1K
|
8.64K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
44+ 0.07% |
$5.66K - $6.1K
|
63.3K
$8.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
44+ 0.47% |
$5.66K - $6.1K
|
9.48K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
41New |
$5.28K - $5.69K
|
41
$5.71K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
40+ 1.97% |
$5.15K - $5.55K
|
2.07K
$288K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
38+ 2.09% |
$4.89K - $5.27K
|
1.86K
$259K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
37+ 0.32% |
$4.76K - $5.13K
|
11.5K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
35+ 0.2% |
$4.51K - $4.85K
|
17.7K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
35+ 1.71% |
$4.51K - $4.85K
|
2.08K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 0.33% |
$4.51K - $4.85K
|
10.6K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
34New |
$4.38K - $4.71K
|
34
$4.74K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
33+ 0.28% |
$4.25K - $4.58K
|
11.7K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
33+ 0.47% |
$4.25K - $4.58K
|
7.02K
$978K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 2.49% |
$3.99K - $4.3K
|
1.28K
$178K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
29+ 1.04% |
$3.73K - $4.02K
|
2.81K
$391K
|