Precedent Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Precedent Wealth Partners, LLC

$360 Billion
Q1 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 76,561 shares of SDY stock, worth $9.91 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

76,561

Previous 64,801 18.15%

Holding current value

$9.91 Million

Previous $8.56 Billion 21.35%

% of portfolio

2.88%

Previous 2.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$128.74 - $138.67 $1.51 Million - $1.63 Million	11,760 Added 18.15%	76,561 $10.4 Billion
Q4 2024 Jan 21, 2025	BUY	$131.66 - $144.0 $241,727 - $264,384	1,836 Added 2.92%	64,801 $8.56 Billion
Q3 2024 Oct 17, 2024	BUY	$125.95 - $142.04 $319,661 - $360,497	2,538 Added 4.2%	62,965 $8.94 Billion
Q2 2024 Jul 23, 2024	BUY	$124.6 - $132.46 $60,181 - $63,978	483 Added 0.81%	60,427 $7.69 Billion
Q1 2024 Apr 23, 2024	SELL	$122.28 - $131.24 $154,317 - $165,624	-1,262 Reduced 2.06%	59,944 $7.87 Billion
Q4 2023 Jan 18, 2024	BUY	$110.2 - $125.58 $6.74 Million - $7.69 Million	61,206 New	61,206 $7.65 Billion

Others Institutions Holding SDY

# of Institutions

1,322

Shares Held

73.2M

Call Options Held

42.1K

Put Options Held

37.4K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Precedent Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History