Wetzel Investment Advisors, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Wetzel Investment Advisors, Inc.

$191 Million
Q2 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 2,333 shares of SDY stock, worth $326,293. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,333

Previous 5,948 60.78%

Holding current value

$326,293

Previous $807,000 60.84%

% of portfolio

0.17%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$121.58 - $136.74 $439,511 - $494,315	-3,615 Reduced 60.78%	2,333 $316,000
Q1 2025 Apr 22, 2025	SELL	$128.74 - $138.67 $59,220 - $63,788	-460 Reduced 7.18%	5,948 $807,000
Q4 2024 Jan 22, 2025	SELL	$131.66 - $144.0 $36,864 - $40,320	-280 Reduced 4.19%	6,408 $846,000
Q3 2024 Oct 29, 2024	SELL	$125.95 - $142.04 $53,276 - $60,082	-423 Reduced 5.95%	6,688 $949,000
Q2 2024 Aug 07, 2024	BUY	$124.6 - $132.46 $623 - $662	5 Added 0.07%	7,111 $904,000
Q1 2024 Apr 23, 2024	SELL	$122.28 - $131.24 $5,502 - $5,905	-45 Reduced 0.63%	7,106 $932,000
Q4 2023 Jan 31, 2024	BUY	$110.2 - $125.58 $788,040 - $898,022	7,151 New	7,151 $894,000

Others Institutions Holding SDY

# of Institutions

1,323

Shares Held

70.9M

Call Options Held

48.3K

Put Options Held

39.7K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Wetzel Investment Advisors, Inc. Spdr Series Tr Spdr S&P Divide Transaction History