Clifford Swan Investment Counsel LLC Spdr Series Tr Spdr S&P Divide Transaction History

Clifford Swan Investment Counsel LLC

$2.71 Billion
Q2 2025

A detailed history of Clifford Swan Investment Counsel LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 2,135 shares of SDY stock, worth $297,426. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,135

Previous 2,235 4.47%

Holding current value

$297,426

Previous $303,000 4.62%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$121.58 - $136.74 $12,158 - $13,674	-100 Reduced 4.47%	2,135 $289,000
Q2 2024 Aug 06, 2024	SELL	$124.6 - $132.46 $12,460 - $13,246	-100 Reduced 4.28%	2,235 $284,000
Q2 2023 Aug 03, 2023	SELL	$117.3 - $124.97 $11,730 - $12,497	-100 Reduced 4.11%	2,335 $286,000
Q4 2022 Feb 02, 2023	SELL	$112.65 - $131.57 $11,265 - $13,157	-100 Reduced 3.94%	2,435 $304,000
Q2 2022 Aug 04, 2022	SELL	$114.07 - $132.3 $51,103 - $59,270	-448 Reduced 15.02%	2,535 $301,000
Q1 2022 May 03, 2022	SELL	$121.65 - $130.75 $48,660 - $52,300	-400 Reduced 11.82%	2,983 $382,000
Q3 2021 Nov 02, 2021	BUY	$117.12 - $125.76 $35,136 - $37,728	300 Added 9.73%	3,383 $0
Q1 2021 May 07, 2021	SELL	$104.47 - $119.79 $31,341 - $35,937	-300 Reduced 8.87%	3,083 $364,000
Q4 2020 Feb 11, 2021	SELL	$91.76 - $107.36 $18,352 - $21,472	-200 Reduced 5.58%	3,383 $358,000
Q2 2020 Aug 06, 2020	SELL	$76.15 - $100.68 $62,823 - $83,061	-825 Reduced 18.72%	3,583 $327,000
Q4 2019 Jan 30, 2020	SELL	$98.73 - $107.77 $3,949 - $4,310	-40 Reduced 0.9%	4,408 $474,000
Q4 2018 Feb 13, 2019	SELL	N/A	-1,825 Reduced 29.09%	4,448 $398,000
Q1 2018 May 09, 2018	SELL	N/A	-500 Reduced 7.38%	6,273 $572,000
Q2 2017 Aug 11, 2017	BUY	N/A	6,773	6,773 $602,000

Others Institutions Holding SDY

# of Institutions

1,333

Shares Held

70.8M

Call Options Held

77.7K

Put Options Held

26.9K

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About SPDR SERIES TR SPDR S&P DIVIDE

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Clifford Swan Investment Counsel LLC Spdr Series Tr Spdr S&P Divide Transaction History