Vsm Wealth Advisory, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 495 shares of SDY stock, worth $65,785. This represents 0.02% of its overall portfolio holdings.

Number of Shares

495

Holding current value

$65,785

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$131.66 - $144.0 $65,171 - $71,280	495 New	495 $65.4 Million

Others Institutions Holding SDY

# of Institutions

1,294

Shares Held

72.3M

Call Options Held

51K

Put Options Held

46K

Bank Of America Corp Charlotte, NC

7.69M
Shares

$1.02 Billion
0.09% of portfolio
Morgan Stanley New York, NY

4.69M
Shares

$623 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.01M
Shares

$400 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

2.86M
Shares

$380 Million
0.16% of portfolio
Joel Isaacson & Co., LLC

2.52M
Shares

$334 Million
15.22% of portfolio

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Vsm Wealth Advisory, LLC Spdr Series Tr Spdr S&P Divide Transaction History