Lewis Asset Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Lewis Asset Management, LLC

$121 Billion
Q1 2025

A detailed history of Lewis Asset Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Lewis Asset Management, LLC holds 24,818 shares of SDY stock, worth $3.32 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares

24,818

Previous 26,054 4.74%

Holding current value

$3.32 Million

Previous $3.44 Billion 2.16%

% of portfolio

2.78%

Previous 2.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$128.74 - $138.67 $159,122 - $171,396	-1,236 Reduced 4.74%	24,818 $3.37 Billion
Q4 2024 Jan 23, 2025	SELL	$131.66 - $144.0 $171,026 - $187,056	-1,299 Reduced 4.75%	26,054 $3.44 Billion
Q3 2024 Oct 31, 2024	SELL	$125.95 - $142.04 $93,580 - $105,535	-743 Reduced 2.64%	27,353 $3.89 Billion
Q2 2024 Jul 30, 2024	SELL	$124.6 - $132.46 $20,559 - $21,855	-165 Reduced 0.58%	28,096 $3.57 Billion
Q1 2024 May 01, 2024	SELL	$122.28 - $131.24 $132,306 - $142,001	-1,082 Reduced 3.69%	28,261 $3.71 Billion
Q4 2023 Jan 23, 2024	BUY	$110.2 - $125.58 $3.23 Million - $3.68 Million	29,343 New	29,343 $3.67 Billion

Others Institutions Holding SDY

# of Institutions

1,320

Shares Held

71.4M

Call Options Held

48.3K

Put Options Held

39.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.

Account

Lewis Asset Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History