Badgley Phelps Wealth Managers, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 26,512 shares of SDY stock, worth $3.66 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
26,512
Previous 26,972 1.71%
Holding current value
$3.66 Million
Previous $3.66 Million 1.45%
% of portfolio
0.08%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$136.48 - $142.97 $62,780 - $65,766
-460 Reduced 1.71%
26,512 $3.71 Million
Q2 2025

Jul 16, 2025
SELL
$121.58 - $136.74 $96,048 - $108,024
-790 Reduced 2.85%
26,972 $3.66 Million
Q1 2025

Apr 30, 2025
SELL
$128.74 - $138.67 $238,169 - $256,539
-1,850 Reduced 6.25%
27,762 $3.77 Million
Q4 2024

Feb 10, 2025
SELL
$131.66 - $144.0 $134,424 - $147,024
-1,021 Reduced 3.33%
29,612 $3.91 Million
Q3 2024

Oct 17, 2024
BUY
$125.95 - $142.04 $655,695 - $739,460
5,206 Added 20.47%
30,633 $4.35 Million
Q2 2024

Aug 13, 2024
SELL
$124.6 - $132.46 $12,460 - $13,246
-100 Reduced 0.39%
25,427 $3.23 Million
Q1 2024

May 15, 2024
SELL
$122.28 - $131.24 $89,386 - $95,936
-731 Reduced 2.78%
25,527 $3.35 Million
Q4 2023

Feb 14, 2024
BUY
$110.2 - $125.58 $2.89 Million - $3.3 Million
26,258 New
26,258 $3.28 Million
Q3 2023

Nov 02, 2023
SELL
$115.01 - $127.58 $144,797 - $160,623
-1,259 Reduced 4.45%
27,027 $3.11 Million
Q2 2023

Aug 14, 2023
BUY
$117.3 - $124.97 $3.32 Million - $3.53 Million
28,286 New
28,286 $3.47 Million

Others Institutions Holding SDY

# of Institutions
1,353
Shares Held
70.6M
Call Options Held
59.5K
Put Options Held
29.7K
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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