Modern Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,851 shares of SDY stock, worth $255,845. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,851
Previous 2,000 7.45%
Holding current value
$255,845
Previous $271,000 95566.79%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$136.48 - $142.97 $20,335 - $21,302
-149 Reduced 7.45%
1,851 $259 Million
Q2 2025

Nov 12, 2025
BUY
$121.58 - $136.74 $243,160 - $273,480
2,000 New
2,000 $271,000
Q4 2024

May 30, 2025
BUY
$131.66 - $144.0 $281,620 - $308,016
2,139 New
2,139 $282,000
Q4 2024

May 29, 2025
BUY
$131.66 - $144.0 $281,620 - $308,016
2,139 New
2,139 $282,000
Q4 2024

Feb 11, 2025
BUY
$131.66 - $144.0 $219,740 - $240,336
1,669 New
1,669 $223 Million

Others Institutions Holding SDY

# of Institutions
1,355
Shares Held
70.6M
Call Options Held
59.5K
Put Options Held
29.7K
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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