Bxm Wealth LLC Spdr Series Tr Spdr S&P Divide Transaction History

Bxm Wealth LLC

$71.4 Billion
Q4 2024

A detailed history of Bxm Wealth LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Bxm Wealth LLC holds 2,520 shares of SDY stock, worth $344,080. This represents 0.47% of its overall portfolio holdings.

Number of Shares

2,520

Holding current value

$344,080

% of portfolio

0.47%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$131.66 - $144.0 $331,783 - $362,880	2,520 New	2,520 $333 Million

Others Institutions Holding SDY

# of Institutions

1,309

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

Bank Of America Corp Charlotte, NC

7.72M
Shares

$1.05 Billion
0.09% of portfolio
Morgan Stanley New York, NY

4.79M
Shares

$654 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.01M
Shares

$411 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

2.86M
Shares

$391 Million
0.16% of portfolio
Joel Isaacson & Co., LLC

2.52M
Shares

$344 Million
15.22% of portfolio

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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