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 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
21+ 1.56% |
$2.7K - $2.91K
|
1.37K
$184K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
20New |
$2.57K - $2.77K
|
20
$2.68K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
20+ 0.46% |
$2.57K - $2.77K
|
4.4K
$590K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
19+ 0.5% |
$2.45K - $2.63K
|
3.84K
$516K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
18+ 0.18% |
$2.32K - $2.5K
|
10.2K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
18+ 0.6% |
$2.32K - $2.5K
|
3K
$402K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
17+ 0.78% |
$2.19K - $2.36K
|
2.19K
$293K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16+ 0.24% |
$2.06K - $2.22K
|
6.72K
$901K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
16+ 0.29% |
$2.06K - $2.22K
|
5.54K
$743K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
15+ 0.26% |
$1.93K - $2.08K
|
5.79K
$777K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
15+ 0.24% |
$1.93K - $2.08K
|
6.18K
$829K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
15+ 0.09% |
$1.93K - $2.08K
|
16.8K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
15+ 0.61% |
$1.93K - $2.08K
|
2.48K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
15+ 6.05% |
$1.93K - $2.08K
|
263
$35.3K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
15+ 0.11% |
$1.93K - $2.08K
|
13.5K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
15+ 0.48% |
$1.93K - $2.08K
|
3.13K
$420K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
15+ 0.15% |
$1.93K - $2.08K
|
10.2K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14+ 0.23% |
$1.8K - $1.94K
|
6.18K
$829K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
13+ 0.69% |
$1.67K - $1.8K
|
1.89K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
13+ 0.07% |
$1.67K - $1.8K
|
19K
$2.55M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
13+ 0.62% |
$1.67K - $1.8K
|
2.11K
$283K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 0.9% |
$1.67K - $1.8K
|
1.46K
$196K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13+ 0.07% |
$1.67K - $1.8K
|
19.7K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12+ 0.24% |
$1.54K - $1.66K
|
5.06K
$679K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12+ 0.49% |
$1.54K - $1.66K
|
2.48K
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
12+ 0.59% |
$1.54K - $1.66K
|
2.03K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.3% |
$1.54K - $1.66K
|
4.06K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
11+ 0.58% |
$1.42K - $1.53K
|
1.92K
$258K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
10+ 0.62% |
$1.29K - $1.39K
|
1.61K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
10+ 0.12% |
$1.29K - $1.39K
|
8.25K
$1.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10+ 0.38% |
$1.29K - $1.39K
|
2.64K
$354K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.26% |
$1.29K - $1.39K
|
3.82K
$512K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
10+ 0.38% |
$1.29K - $1.39K
|
2.65K
$355K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
10+ 0.6% |
$1.29K - $1.39K
|
1.66K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9+ 0.29% |
$1.16K - $1.25K
|
3.09K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.19% |
$1.03K - $1.11K
|
4.21K
$564K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
8+ 7.48% |
$1.03K - $1.11K
|
115
$15.4K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
8+ 0.04% |
$1.03K - $1.11K
|
22.9K
$3.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8+ 0.08% |
$1.03K - $1.11K
|
9.64K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.2% |
$1.03K - $1.11K
|
4.04K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
7+ 0.35% |
$901 - $971
|
2.04K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.54% |
$901 - $971
|
1.31K
$175K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7+ 0.07% |
$901 - $971
|
10.4K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7+ 0.32% |
$901 - $971
|
2.17K
$292K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 0.52% |
$772 - $832
|
1.16K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.2% |
$772 - $832
|
3K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.59% |
$644 - $693
|
846
$113K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5+ 0.29% |
$644 - $693
|
1.73K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.39% |
$644 - $693
|
1.3K
$174K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.11% |
$515 - $555
|
3.52K
$472K
|