A detailed history of Caldwell Trust CO transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Caldwell Trust CO holds 2,197 shares of SDY stock, worth $306,064. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,197
Holding current value
$306,064
% of portfolio
0.03%

Shares

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

Sep 22, 2025

BUY
$121.58 - $136.74 $267,111 - $300,417
2,197 New
2,197 $298 Million
Q3 2024

Sep 24, 2025

SELL
$125.95 - $142.04 $10,327 - $11,647
-82 Reduced 3.6%
2,197 $312 Million
Q2 2024

Sep 24, 2025

SELL
$124.6 - $132.46 $2,242 - $2,384
-18 Reduced 0.78%
2,279 $290 Million
Q1 2024

Sep 24, 2025

BUY
$122.28 - $131.24 $12,228 - $13,124
100 Added 4.55%
2,297 $301 Million
Q4 2023

Oct 01, 2025

SELL
$110.2 - $125.58 $83,752 - $95,440
-760 Reduced 25.44%
2,227 $278 Million
Q3 2023

Oct 01, 2025

BUY
$115.01 - $127.58 $52,904 - $58,686
460 Added 18.2%
2,987 $344 Million
Q2 2023

Oct 01, 2025

SELL
$117.3 - $124.97 $10,557 - $11,247
-90 Reduced 3.44%
2,527 $310 Million
Q1 2023

Oct 01, 2025

BUY
$117.74 - $132.18 $49,450 - $55,515
420 Added 19.12%
2,617 $324 Million
Q3 2022

Oct 01, 2025

BUY
$111.5 - $132.34 $46,830 - $55,582
420 Added 19.12%
2,617 $292 Million
Q2 2022

Oct 01, 2025

BUY
$114.07 - $132.3 $118,404 - $137,327
1,038 Added 52.77%
3,005 $357 Million
Q1 2022

Oct 01, 2025

SELL
$121.65 - $130.75 $27,979 - $30,072
-230 Reduced 10.47%
1,967 $252 Million
Q2 2021

Oct 02, 2025

BUY
$118.74 - $127.47 $11,874 - $12,747
100 Added 5.36%
1,967 $241 Million
Q1 2021

Oct 02, 2025

SELL
$104.47 - $119.79 $34,475 - $39,530
-330 Reduced 15.02%
1,867 $220 Million
Q4 2020

Oct 02, 2025

SELL
$91.76 - $107.36 $48,632 - $56,900
-530 Reduced 24.12%
1,667 $177 Million
Q3 2020

Oct 02, 2025

SELL
$88.24 - $98.33 $15,000 - $16,716
-170 Reduced 7.96%
1,967 $182 Million
Q1 2020

Oct 02, 2025

SELL
$68.26 - $108.76 $4,095 - $6,525
-60 Reduced 2.73%
2,137 $171 Million
Q4 2019

Oct 06, 2025

BUY
$98.73 - $107.77 $3,949 - $4,310
40 Added 1.82%
2,237 $241 Million

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
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