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 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5- 0.19% |
$644 - $693
|
2.62K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-5- 0.01% |
$644 - $693
|
35.3K
$4.91M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-6- 0.9% |
$772 - $832
|
663
$92.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-7- 2.15% |
$901 - $971
|
319
$44.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-7- 0.24% |
$901 - $971
|
2.91K
$406K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 1.06% |
$1.29K - $1.39K
|
936
$130K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-14- 0.34% |
$1.8K - $1.94K
|
4.05K
$564K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-14- 0.63% |
$1.8K - $1.94K
|
2.2K
$307K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-15- 0.91% |
$1.93K - $2.08K
|
1.63K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-15- 0.18% |
$1.93K - $2.08K
|
8.27K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-16- 1.0% |
$2.06K - $2.22K
|
1.59K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-16- 0.95% |
$2.06K - $2.22K
|
1.66K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-18- 1.38% |
$2.32K - $2.5K
|
1.29K
$179K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-19- 0.52% |
$2.45K - $2.63K
|
3.62K
$504K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-20- 0.99% |
$2.57K - $2.77K
|
2K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20- 0.37% |
$2.57K - $2.77K
|
5.39K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-24- 1.47% |
$3.09K - $3.33K
|
1.61K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-24- 50.0% |
$3.09K - $3.33K
|
24
$3.34K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-25- 0.99% |
$3.22K - $3.47K
|
2.51K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-26- 0.22% |
$3.35K - $3.61K
|
11.9K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-29- 0.37% |
$3.73K - $4.02K
|
7.82K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.49% |
$3.86K - $4.16K
|
6.14K
$856K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-30- 0.76% |
$3.86K - $4.16K
|
3.91K
$545K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 30.0% |
$3.86K - $4.16K
|
70
$9.75K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-31- 21.09% |
$3.99K - $4.3K
|
116
$16.2K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-34- 1.04% |
$4.38K - $4.71K
|
3.24K
$451K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-35- 0.91% |
$4.51K - $4.85K
|
3.82K
$532K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-35- 1.32% |
$4.51K - $4.85K
|
2.61K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-35- 0.45% |
$4.51K - $4.85K
|
7.79K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-36- 0.73% |
$4.63K - $4.99K
|
4.92K
$685K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-36- 0.85% |
$4.63K - $4.99K
|
4.22K
$587K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-36- 0.95% |
$4.63K - $4.99K
|
3.74K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-37- 1.05% |
$4.76K - $5.13K
|
3.49K
$486K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-39- 0.41% |
$5.02K - $5.41K
|
9.57K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-40- 0.61% |
$5.15K - $5.55K
|
6.54K
$910K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-40- 0.48% |
$5.15K - $5.55K
|
8.24K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-40- 1.82% |
$5.15K - $5.55K
|
2.15K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-41- 1.72% |
$5.28K - $5.69K
|
2.35K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-44- 31.65% |
$5.66K - $6.1K
|
95
$13.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 1.4% |
$5.79K - $6.24K
|
3.17K
$441K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.46% |
$5.92K - $6.38K
|
3.11K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-49- 1.15% |
$6.31K - $6.79K
|
4.2K
$585K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-50- 0.63% |
$6.44K - $6.93K
|
7.9K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-50- 0.88% |
$6.44K - $6.93K
|
5.63K
$784K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-50- 0.97% |
$6.44K - $6.93K
|
5.1K
$710K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-50- 3.09% |
$6.44K - $6.93K
|
1.57K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-50- 1.96% |
$6.44K - $6.93K
|
2.5K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 2.33% |
$6.44K - $6.93K
|
2.09K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-50- 0.79% |
$6.44K - $6.93K
|
6.31K
$878K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-50- 2.7% |
$6.44K - $6.93K
|
1.8K
$251K
|