Captrust Financial Advisors Spdr Series Tr Spdr S&P Divide Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Captrust Financial Advisors holds 141,619 shares of SDY stock, worth $19 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
141,619
Previous 139,834 1.28%
Holding current value
$19 Million
Previous $18.5 Million 4.02%
% of portfolio
0.05%
Previous 0.05%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$128.74 - $138.67 $229,800 - $247,525
1,785 Added 1.28%
141,619 $19.2 Million
Q4 2024

Feb 14, 2025
BUY
$131.66 - $144.0 $127,578 - $139,536
969 Added 0.7%
139,834 $18.5 Million
Q3 2024

Nov 14, 2024
SELL
$125.95 - $142.04 $234,015 - $263,910
-1,858 Reduced 1.32%
138,865 $19.7 Million
Q2 2024

Aug 14, 2024
SELL
$124.6 - $132.46 $502,511 - $534,211
-4,033 Reduced 2.79%
140,723 $17.9 Million
Q1 2024

May 15, 2024
SELL
$122.28 - $131.24 $7.59 Million - $8.14 Million
-62,036 Reduced 30.0%
144,756 $19 Million
Q4 2023

Feb 14, 2024
BUY
$110.2 - $125.58 $5.66 Million - $6.46 Million
51,402 Added 33.08%
206,792 $25.8 Million
Q3 2023

Nov 14, 2023
BUY
$115.01 - $127.58 $960,218 - $1.07 Million
8,349 Added 5.68%
155,390 $17.9 Million
Q2 2023

Aug 14, 2023
SELL
$117.3 - $124.97 $185,451 - $197,577
-1,581 Reduced 1.06%
147,041 $18 Million
Q1 2023

May 15, 2023
BUY
$117.74 - $132.18 $5.56 Million - $6.24 Million
47,198 Added 46.54%
148,622 $18.4 Million
Q4 2022

Feb 15, 2023
BUY
$112.65 - $131.57 $952,681 - $1.11 Million
8,457 Added 9.1%
101,424 $12.7 Million
Q3 2022

Nov 16, 2022
BUY
$111.5 - $132.34 $1.12 Million - $1.33 Million
10,060 Added 12.13%
92,967 $10.4 Million
Q2 2022

Aug 23, 2022
SELL
$114.07 - $132.3 $728,222 - $844,603
-6,384 Reduced 7.15%
82,907 $9.84 Million
Q2 2022

Aug 16, 2022
BUY
$114.07 - $132.3 $2.58 Million - $2.99 Million
22,577 Added 33.84%
89,291 $10.6 Million
Q1 2022

May 16, 2022
SELL
$121.65 - $130.75 $1.72 Million - $1.85 Million
-14,173 Reduced 17.52%
66,714 $8.55 Million
Q4 2021

Feb 14, 2022
SELL
$118.81 - $129.12 $291,559 - $316,860
-2,454 Reduced 2.94%
80,887 $10.4 Million
Q3 2021

Nov 16, 2021
BUY
$117.12 - $125.76 $2.79 Million - $3 Million
23,837 Added 40.06%
83,341 $9.8 Million
Q2 2021

Aug 16, 2021
BUY
$118.74 - $127.47 $16,504 - $17,718
139 Added 0.23%
59,504 $7.28 Million
Q1 2021

May 17, 2021
SELL
$104.47 - $119.79 $402,209 - $461,191
-3,850 Reduced 6.09%
59,365 $7.01 Million
Q4 2020

Feb 16, 2021
BUY
$91.76 - $107.36 $2.5 Million - $2.93 Million
27,250 Added 75.77%
63,215 $6.7 Million
Q3 2020

Nov 17, 2020
SELL
$88.24 - $98.33 $2.52 Million - $2.81 Million
-28,605 Reduced 44.3%
35,965 $3.32 Million
Q2 2020

Aug 14, 2020
SELL
$76.15 - $100.68 $1.37 Million - $1.81 Million
-17,968 Reduced 21.77%
64,570 $5.85 Million
Q1 2020

May 15, 2020
SELL
$68.26 - $108.76 $427,102 - $680,511
-6,257 Reduced 7.05%
82,538 $6.29 Million
Q4 2019

Feb 14, 2020
SELL
$98.73 - $107.77 $334,102 - $364,693
-3,384 Reduced 3.67%
88,795 $9.53 Million
Q3 2019

Nov 14, 2019
SELL
$101.59 - $103.8 $242,393 - $247,666
-2,386 Reduced 2.52%
92,179 $9.46 Million
Q2 2019

Aug 13, 2019
BUY
N/A
1,528 Added 1.64%
94,565 $9.54 Million
Q1 2019

May 15, 2019
SELL
N/A
-67,479 Reduced 42.04%
93,037 $9.25 Million
Q4 2018

Feb 13, 2019
BUY
N/A
96,900 Added 152.32%
160,516 $14.4 Million
Q3 2018

Nov 15, 2018
BUY
N/A
98 Added 0.15%
63,616 $6.23 Million
Q2 2018

Aug 13, 2018
BUY
N/A
8,303 Added 15.04%
63,518 $5.89 Million
Q1 2018

May 15, 2018
SELL
N/A
-10,397 Reduced 15.85%
55,215 $4.93 Million
Q4 2017

Feb 14, 2018
BUY
N/A
3,250 Added 5.21%
65,612 $6.2 Million
Q3 2017

Feb 16, 2018
BUY
N/A
6,446 Added 11.53%
62,362 $5.7 Million
Q3 2017

Nov 13, 2017
BUY
N/A
37,670 Added 206.46%
55,916 $5.11 Million
Q2 2017

Nov 13, 2017
BUY
N/A
18,246
18,246 $1.62 Million

Others Institutions Holding SDY

# of Institutions
1,320
Shares Held
71.4M
Call Options Held
48.3K
Put Options Held
39.7K
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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