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 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-598- 18.64% |
$77K - $82.9K
|
2.61K
$362K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-606- 12.19% |
$78K - $84K
|
4.37K
$605K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-608- 3.73% |
$78.3K - $84.3K
|
15.7K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-614- 3.93% |
$79K - $85.1K
|
15K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-635- 4.54% |
$81.7K - $88.1K
|
13.3K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-666- 5.03% |
$85.7K - $92.4K
|
12.6K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-672- 3.07% |
$86.5K - $93.2K
|
21.2K
$2.94M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-674- 1.73% |
$86.8K - $93.5K
|
38.2K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-695- 9.78% |
$89.5K - $96.4K
|
6.41K
$889K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-699- 7.2% |
$90K - $96.9K
|
9.01K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-704- 4.8% |
$90.6K - $97.6K
|
14K
$1.94M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-707- 16.91% |
$91K - $98K
|
3.47K
$482K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-727- 28.88% |
$93.6K - $101K
|
1.79K
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-752- 39.58% |
$96.8K - $104K
|
1.15K
$159K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-764- 1.2% |
$98.4K - $106K
|
62.9K
$8.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-768- 4.89% |
$98.9K - $106K
|
14.9K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-774- 29.97% |
$99.6K - $107K
|
1.81K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-803- 14.04% |
$103K - $111K
|
4.92K
$681K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-805- 0.97% |
$104K - $112K
|
82.4K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-810- 1.03% |
$104K - $112K
|
78.1K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-813- 0.96% |
$105K - $113K
|
83.7K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-836- 0.93% |
$108K - $116K
|
89.3K
$12.4M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-838- 24.37% |
$108K - $116K
|
2.6K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-840- 2.71% |
$108K - $116K
|
30.1K
$4.18M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-865- 22.2% |
$111K - $120K
|
3.03K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-867- 2.94% |
$112K - $120K
|
28.6K
$3.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-868- 12.59% |
$112K - $120K
|
6.03K
$836K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-885- 3.97% |
$114K - $123K
|
21.4K
$2.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-898- 7.68% |
$116K - $125K
|
10.8K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-900- 90.0% |
$116K - $125K
|
100
$13.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-913- 18.76% |
$118K - $127K
|
3.95K
$548K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-915- 2.55% |
$118K - $127K
|
34.9K
$4.84M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-917- 1.48% |
$118K - $127K
|
60.9K
$8.44M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-935- 2.53% |
$120K - $130K
|
36K
$4.99M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-939- 25.86% |
$121K - $130K
|
2.69K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-953- 14.53% |
$123K - $132K
|
5.61K
$777K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-955- 24.71% |
$123K - $132K
|
2.91K
$403K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-960- 17.15% |
$124K - $133K
|
4.64K
$643K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-964- 4.71% |
$124K - $134K
|
19.5K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-972- 37.78% |
$125K - $135K
|
1.6K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-989- 18.73% |
$127K - $137K
|
4.29K
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.01K- 51.51% |
$129K - $139K
|
946
$131K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.01K- 4.21% |
$130K - $140K
|
23K
$3.19M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.02K- 27.32% |
$131K - $142K
|
2.72K
$377K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.02K- 3.54% |
$132K - $142K
|
27.8K
$3.86M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.03K- 6.71% |
$132K - $142K
|
14.3K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.04K- 6.75% |
$133K - $144K
|
14.3K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.04K- 5.23% |
$134K - $144K
|
18.8K
$2.61M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.04K- 19.95% |
$134K - $144K
|
4.18K
$579K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 20.51% |
$134K - $145K
|
4.05K
$561K
|