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 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.55K- 36.33% |
$328K - $353K
|
4.46K
$618K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.59K- 2.95% |
$333K - $359K
|
85.2K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.63K- 3.79% |
$339K - $365K
|
66.8K
$9.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.67K- 4.64% |
$344K - $371K
|
54.9K
$7.61M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 3.34% |
$359K - $386K
|
80.7K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.85K- 37.53% |
$367K - $395K
|
4.74K
$657K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.91K- 1.23% |
$375K - $404K
|
233K
$32.3M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 5.16% |
$376K - $405K
|
53.7K
$7.44M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 3.87% |
$383K - $413K
|
74K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3K- 7.45% |
$386K - $416K
|
37.3K
$5.17M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-3.12K- 9.04% |
$401K - $432K
|
31.4K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.19K- 19.99% |
$411K - $443K
|
12.8K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-3.26K- 1.85% |
$419K - $452K
|
173K
$24M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.28K- 6.5% |
$423K - $455K
|
47.2K
$6.55M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-3.42K- 18.71% |
$440K - $474K
|
14.9K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-3.63K- 56.6% |
$468K - $504K
|
2.79K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.69K- 5.62% |
$476K - $512K
|
62K
$8.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.71K- 6.23% |
$478K - $514K
|
55.8K
$7.74M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.78K- 4.98% |
$487K - $525K
|
72.2K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.89K- 4.19% |
$501K - $540K
|
89K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.9K- 36.19% |
$502K - $541K
|
6.88K
$954K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4K- 0.53% |
$515K - $555K
|
756K
$105M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.07K- 2.46% |
$524K - $564K
|
161K
$22.4M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.16K- 1.74% |
$535K - $576K
|
235K
$32.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.34K- 11.09% |
$559K - $602K
|
34.8K
$4.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-4.43K- 6.19% |
$571K - $615K
|
67.1K
$9.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.55K- 4.22% |
$586K - $631K
|
103K
$14.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.57K- 3.04% |
$588K - $634K
|
146K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.58K- 1.38% |
$590K - $635K
|
326K
$45.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-4.59K- 24.88% |
$591K - $636K
|
13.9K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.72K- 4.11% |
$607K - $654K
|
110K
$15.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.73K- 94.6% |
$609K - $656K
|
270
$37.4K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.76K- 17.04% |
$613K - $660K
|
23.2K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.88K- 8.37% |
$628K - $676K
|
53.3K
$7.4M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.94K- 38.83% |
$636K - $685K
|
7.78K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-5.06K- 5.64% |
$651K - $701K
|
84.6K
$11.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-5.27K- 13.17% |
$678K - $731K
|
34.7K
$4.82M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-5.27K- 32.89% |
$679K - $731K
|
10.8K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.49K- 19.94% |
$706K - $761K
|
22K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.51K- 5.71% |
$710K - $764K
|
91K
$12.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-5.59K- 14.12% |
$719K - $775K
|
34K
$4.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-5.73K- 17.95% |
$737K - $794K
|
26.2K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5.83K- 25.04% |
$750K - $808K
|
17.5K
$2.42M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.97K- 64.0% |
$768K - $828K
|
3.36K
$465K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6K- 12.6% |
$773K - $832K
|
41.7K
$5.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-6.07K- 92.44% |
$781K - $842K
|
496
$68.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-6.11K- 15.75% |
$786K - $847K
|
32.6K
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.2K- 4.67% |
$799K - $860K
|
127K
$17.6M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-7.46K- 9.35% |
$960K - $1.03M
|
72.3K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.82K- 7.45% |
$1.01M - $1.08M
|
97.2K
$13.5M
|