Agate Pass Investment Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Agate Pass Investment Management, LLC

  • $237 Million
  • Q2 2025

A detailed history of Agate Pass Investment Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 8,516 shares of SDY stock, worth $1.2 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
8,516
Previous 8,526 0.12%
Holding current value
$1.2 Million
Previous $1.14 Million 0.96%
% of portfolio
0.49%
Previous 0.5%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$121.58 - $136.74 $1,215 - $1,367
-10 Reduced 0.12%
8,516 $1.16 Million
Q1 2025

Apr 04, 2025
SELL
$128.74 - $138.67 $37,463 - $40,352
-291 Reduced 3.3%
8,526 $1.14 Million
Q4 2024

Jan 13, 2025
SELL
$131.66 - $144.0 $6,583 - $7,200
-50 Reduced 0.56%
8,817 $1.16 Million
Q3 2024

Oct 09, 2024
BUY
$125.95 - $142.04 $5,919 - $6,675
47 Added 0.53%
8,867 $1.26 Million
Q2 2024

Jul 15, 2024
SELL
$124.6 - $132.46 $15,575 - $16,557
-125 Reduced 1.4%
8,820 $1.12 Million
Q1 2024

Apr 15, 2024
SELL
$122.28 - $131.24 $28,368 - $30,447
-232 Reduced 2.53%
8,945 $1.17 Million
Q4 2022

Feb 06, 2023
BUY
$112.65 - $131.57 $7,660 - $8,946
68 Added 0.75%
9,177 $1.15 Million
Q3 2022

Oct 14, 2022
BUY
$111.5 - $132.34 $81,283 - $96,475
729 Added 8.7%
9,109 $1.02 Million
Q1 2022

Apr 28, 2022
BUY
$121.65 - $130.75 $26,154 - $28,111
215 Added 2.63%
8,380 $1.07 Million
Q4 2021

Jan 21, 2022
BUY
$118.81 - $129.12 $970,083 - $1.05 Million
8,165 New
8,165 $1.05 Million

Others Institutions Holding SDY

# of Institutions
1,341
Shares Held
71.1M
Call Options Held
77.7K
Put Options Held
26.9K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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