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 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-210- 6.63% |
$27K - $29.1K
|
2.96K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-214- 2.25% |
$27.6K - $29.7K
|
9.31K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-219- 7.04% |
$28.2K - $30.4K
|
2.89K
$401K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-222- 4.32% |
$28.6K - $30.8K
|
4.92K
$682K
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
SELL
|
- |
-223- 0.57% |
$28.7K - $30.9K
|
38.9K
$5.39M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-226- 2.58% |
$29.1K - $31.3K
|
8.55K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-226- 0.85% |
$29.1K - $31.3K
|
26.4K
$3.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-227- 0.92% |
$29.2K - $31.5K
|
24.5K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-230- 2.58% |
$29.6K - $31.9K
|
8.68K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-232- 2.71% |
$29.9K - $32.2K
|
8.32K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-234- 8.79% |
$30.1K - $32.4K
|
2.43K
$337K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-234- 81.53% |
$30.1K - $32.4K
|
53
$7.35K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-237- 8.52% |
$30.5K - $32.9K
|
2.55K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-240- 19.83% |
$30.9K - $33.3K
|
970
$134K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-240- 2.53% |
$30.9K - $33.3K
|
9.25K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-241- 4.96% |
$31K - $33.4K
|
4.62K
$640K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-243- 5.19% |
$31.3K - $33.7K
|
4.44K
$615K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-245- 1.7% |
$31.5K - $34K
|
14.1K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-245- 14.4% |
$31.5K - $34K
|
1.46K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-247- 8.22% |
$31.8K - $34.3K
|
2.76K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-247- 7.97% |
$31.8K - $34.3K
|
2.85K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-249- 6.45% |
$32.1K - $34.5K
|
3.61K
$501K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-249- 4.82% |
$32.1K - $34.5K
|
4.91K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-250- 0.73% |
$32.2K - $34.7K
|
33.9K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-253- 13.63% |
$32.6K - $35.1K
|
1.6K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-256- 1.24% |
$33K - $35.5K
|
20.4K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-260- 8.8% |
$33.5K - $36.1K
|
2.7K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-263- 7.69% |
$33.9K - $36.5K
|
3.16K
$437K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-267- 5.55% |
$34.4K - $37K
|
4.54K
$630K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-268- 3.91% |
$34.5K - $37.2K
|
6.59K
$913K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-270- 9.15% |
$34.8K - $37.4K
|
2.68K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-270- 3.74% |
$34.8K - $37.4K
|
6.94K
$962K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-275- 4.64% |
$35.4K - $38.1K
|
5.65K
$783K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-277- 4.59% |
$35.7K - $38.4K
|
5.76K
$798K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-277- 3.2% |
$35.7K - $38.4K
|
8.37K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-281- 0.83% |
$36.2K - $39K
|
33.6K
$4.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-281- 0.63% |
$36.2K - $39K
|
44K
$6.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-285- 2.7% |
$36.7K - $39.5K
|
10.3K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-290- 7.75% |
$37.3K - $40.2K
|
3.45K
$478K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-291- 3.3% |
$37.5K - $40.4K
|
8.53K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-293- 3.19% |
$37.7K - $40.6K
|
8.9K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-297- 7.11% |
$38.2K - $41.2K
|
3.88K
$538K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-300- 63.83% |
$38.6K - $41.6K
|
170
$23.6K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-300- 19.82% |
$38.6K - $41.6K
|
1.21K
$168K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-303- 0.8% |
$39K - $42K
|
37.4K
$5.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-307- 1.86% |
$39.5K - $42.6K
|
16.2K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-309- 3.23% |
$39.8K - $42.8K
|
9.26K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-315- 1.1% |
$40.6K - $43.7K
|
28.4K
$3.94M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-326- 8.64% |
$42K - $45.2K
|
3.45K
$478K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-330- 1.2% |
$42.5K - $45.8K
|
27.3K
$3.78M
|