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 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-14- 0.63% |
$1.8K - $1.94K
|
2.2K
$306K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-15- 0.18% |
$1.93K - $2.08K
|
8.27K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-15- 0.91% |
$1.93K - $2.08K
|
1.63K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-16- 1.0% |
$2.06K - $2.22K
|
1.59K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-16- 0.95% |
$2.06K - $2.22K
|
1.66K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-18- 1.38% |
$2.32K - $2.5K
|
1.29K
$178K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-19- 0.52% |
$2.45K - $2.63K
|
3.62K
$501K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20- 0.37% |
$2.57K - $2.77K
|
5.39K
$747K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-20- 0.99% |
$2.57K - $2.77K
|
2K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-24- 1.47% |
$3.09K - $3.33K
|
1.61K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-24- 50.0% |
$3.09K - $3.33K
|
24
$3.33K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-25- 0.99% |
$3.22K - $3.47K
|
2.51K
$347K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-26- 0.22% |
$3.35K - $3.61K
|
11.9K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-29- 0.37% |
$3.73K - $4.02K
|
7.82K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.49% |
$3.86K - $4.16K
|
6.14K
$851K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-30- 0.76% |
$3.86K - $4.16K
|
3.91K
$543K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 30.0% |
$3.86K - $4.16K
|
70
$9.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-31- 21.09% |
$3.99K - $4.3K
|
116
$16.1K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-34- 1.04% |
$4.38K - $4.71K
|
3.24K
$449K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-35- 0.91% |
$4.51K - $4.85K
|
3.82K
$529K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-35- 0.45% |
$4.51K - $4.85K
|
7.79K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-35- 1.32% |
$4.51K - $4.85K
|
2.61K
$362K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-36- 0.73% |
$4.63K - $4.99K
|
4.92K
$682K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-36- 0.95% |
$4.63K - $4.99K
|
3.74K
$518K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-36- 0.85% |
$4.63K - $4.99K
|
4.22K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-37- 1.05% |
$4.76K - $5.13K
|
3.49K
$484K
|
|
|
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
$906K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-40- 1.82% |
$5.15K - $5.55K
|
2.15K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-40- 0.48% |
$5.15K - $5.55K
|
8.24K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-41- 1.72% |
$5.28K - $5.69K
|
2.35K
$325K
|
|
|
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
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.46% |
$5.92K - $6.38K
|
3.11K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-49- 1.15% |
$6.31K - $6.79K
|
4.2K
$582K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-50- 3.09% |
$6.44K - $6.93K
|
1.57K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-50- 0.88% |
$6.44K - $6.93K
|
5.63K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-50- 1.96% |
$6.44K - $6.93K
|
2.5K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-50- 0.97% |
$6.44K - $6.93K
|
5.1K
$706K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 2.33% |
$6.44K - $6.93K
|
2.09K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-50- 2.7% |
$6.44K - $6.93K
|
1.8K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-50- 0.79% |
$6.44K - $6.93K
|
6.31K
$874K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-50- 0.63% |
$6.44K - $6.93K
|
7.9K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-51- 1.68% |
$6.57K - $7.07K
|
2.98K
$413K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-52- 3.38% |
$6.69K - $7.21K
|
1.49K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-52- 0.38% |
$6.69K - $7.21K
|
13.7K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-52- 0.94% |
$6.69K - $7.21K
|
5.48K
$760K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-55- 75.34% |
$7.08K - $7.63K
|
18
$2.5K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-55- 0.99% |
$7.08K - $7.63K
|
5.51K
$764K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-56- 3.03% |
$7.21K - $7.77K
|
1.79K
$248K
|