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

Sar Wealth Management Group, LLC

$149 Billion
Q1 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 91,183 shares of SDY stock, worth $12.3 Million. This represents 8.29% of its overall portfolio holdings.

Number of Shares

91,183

Previous 88,985 2.47%

Holding current value

$12.3 Million

Previous $11.8 Billion 5.25%

% of portfolio

8.29%

Previous 7.89%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$128.74 - $138.67 $282,970 - $304,796	2,198 Added 2.47%	91,183 $12.4 Billion
Q4 2024 Jan 15, 2025	SELL	$131.66 - $144.0 $132,186 - $144,576	-1,004 Reduced 1.12%	88,985 $11.8 Billion
Q3 2024 Oct 17, 2024	SELL	$125.95 - $142.04 $60,456 - $68,179	-480 Reduced 0.53%	89,989 $12.8 Billion
Q2 2024 Jul 15, 2024	SELL	$124.6 - $132.46 $1.02 Million - $1.09 Million	-8,201 Reduced 8.31%	90,469 $11.5 Billion
Q1 2024 Apr 15, 2024	BUY	$122.28 - $131.24 $63,952 - $68,638	523 Added 0.53%	98,670 $12.9 Billion
Q4 2023 Feb 12, 2024	BUY	$110.2 - $125.58 $10.8 Million - $12.3 Million	98,147 New	98,147 $12.3 Billion

Others Institutions Holding SDY

# of Institutions

1,321

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