Rockbridge Investment Management, Lcc Spdr Series Tr Spdr S&P Divide Transaction History

Rockbridge Investment Management, Lcc

  • $933 Billion
  • Q2 2025

A detailed history of Rockbridge Investment Management, Lcc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,293 shares of SDY stock, worth $315,218. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,293
Previous 2,292 0.04%
Holding current value
$315,218
Previous $311 Million 0.09%
% of portfolio
0.03%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$121.58 - $136.74 $121 - $136
1 Added 0.04%
2,293 $311 Million
Q1 2025

May 14, 2025
BUY
$128.74 - $138.67 $128 - $138
1 Added 0.04%
2,292 $311 Million
Q4 2024

Feb 12, 2025
BUY
$131.66 - $144.0 $301,633 - $329,904
2,291 New
2,291 $303 Million
Q4 2023

Feb 14, 2024
SELL
$110.2 - $125.58 $303,050 - $345,345
-2,750 Reduced 40.89%
3,976 $497 Million
Q3 2023

May 28, 2024
BUY
$115.01 - $127.58 $20,011 - $22,198
174 Added 4.51%
4,032 $463,000
Q3 2022

May 28, 2024
BUY
$111.5 - $132.34 $209,062 - $248,137
1,875 Added 94.55%
3,858 $0
Q2 2022

May 28, 2024
SELL
$114.07 - $132.3 $29,430 - $34,133
-258 Reduced 11.51%
1,983 $0
Q1 2022

May 28, 2024
BUY
$121.65 - $130.75 $272,617 - $293,010
2,241 New
2,241 $0
Q2 2021

Aug 05, 2021
BUY
$118.74 - $127.47 $136,551 - $146,590
1,150 Added 20.62%
6,726 $822,000
Q4 2020

Mar 04, 2021
BUY
$91.76 - $107.36 $23,674 - $27,698
258 Added 4.85%
5,576 $591,000
Q3 2020

Nov 03, 2020
SELL
$88.24 - $98.33 $20,295 - $22,615
-230 Reduced 4.15%
5,318 $491,000
Q2 2020

Aug 20, 2020
BUY
$76.15 - $100.68 $422,480 - $558,572
5,548 New
5,548 $506,000

Others Institutions Holding SDY

# of Institutions
1,340
Shares Held
71M
Call Options Held
77.7K
Put Options Held
26.9K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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