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 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-19- 0.52% |
$2.45K - $2.63K
|
3.62K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20- 0.37% |
$2.57K - $2.77K
|
5.39K
$723K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-20- 0.99% |
$2.57K - $2.77K
|
2K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-24- 1.47% |
$3.09K - $3.33K
|
1.61K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-24- 50.0% |
$3.09K - $3.33K
|
24
$3.22K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-25- 0.99% |
$3.22K - $3.47K
|
2.51K
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-26- 0.22% |
$3.35K - $3.61K
|
11.9K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-29- 0.37% |
$3.73K - $4.02K
|
7.82K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 30.0% |
$3.86K - $4.16K
|
70
$9.39K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-30- 0.76% |
$3.86K - $4.16K
|
3.91K
$525K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.49% |
$3.86K - $4.16K
|
6.14K
$824K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-31- 21.09% |
$3.99K - $4.3K
|
116
$15.6K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-34- 1.04% |
$4.38K - $4.71K
|
3.24K
$434K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-35- 1.32% |
$4.51K - $4.85K
|
2.61K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-35- 0.45% |
$4.51K - $4.85K
|
7.79K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-35- 0.91% |
$4.51K - $4.85K
|
3.82K
$512K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-36- 0.95% |
$4.63K - $4.99K
|
3.74K
$501K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-36- 0.85% |
$4.63K - $4.99K
|
4.22K
$565K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-36- 0.73% |
$4.63K - $4.99K
|
4.92K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-37- 1.05% |
$4.76K - $5.13K
|
3.49K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-39- 0.41% |
$5.02K - $5.41K
|
9.57K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-40- 0.61% |
$5.15K - $5.55K
|
6.54K
$876K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-40- 1.82% |
$5.15K - $5.55K
|
2.15K
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-40- 0.48% |
$5.15K - $5.55K
|
8.24K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-41- 1.72% |
$5.28K - $5.69K
|
2.35K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-44- 31.65% |
$5.66K - $6.1K
|
95
$12.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 1.4% |
$5.79K - $6.24K
|
3.17K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.46% |
$5.92K - $6.38K
|
3.11K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-49- 1.15% |
$6.31K - $6.79K
|
4.2K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-50- 1.96% |
$6.44K - $6.93K
|
2.5K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-50- 2.7% |
$6.44K - $6.93K
|
1.8K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-50- 0.97% |
$6.44K - $6.93K
|
5.1K
$683K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-50- 0.88% |
$6.44K - $6.93K
|
5.63K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 2.33% |
$6.44K - $6.93K
|
2.09K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-50- 0.79% |
$6.44K - $6.93K
|
6.31K
$846K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-50- 3.09% |
$6.44K - $6.93K
|
1.57K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-50- 0.63% |
$6.44K - $6.93K
|
7.9K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-51- 1.68% |
$6.57K - $7.07K
|
2.98K
$399K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-52- 3.38% |
$6.69K - $7.21K
|
1.49K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-52- 0.38% |
$6.69K - $7.21K
|
13.7K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-52- 0.94% |
$6.69K - $7.21K
|
5.48K
$735K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-55- 75.34% |
$7.08K - $7.63K
|
18
$2.41K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-55- 0.99% |
$7.08K - $7.63K
|
5.51K
$739K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-56- 3.03% |
$7.21K - $7.77K
|
1.79K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-58- 0.29% |
$7.47K - $8.04K
|
20.2K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-59- 0.36% |
$7.6K - $8.18K
|
16.3K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-60- 0.12% |
$7.72K - $8.32K
|
48K
$6.43M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-62- 1.35% |
$7.98K - $8.6K
|
4.53K
$608K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-65- 1.48% |
$8.37K - $9.01K
|
4.33K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-66- 4.21% |
$8.5K - $9.15K
|
1.5K
$201K
|