A detailed history of Coastal Bridge Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 2,650 shares of SDY stock, worth $372,695. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,650
Previous 1,896 39.77%
Holding current value
$372,695
Previous $257,000 39.69%
% of portfolio
0.03%
Previous 0.08%

Shares

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

Aug 14, 2025

BUY
$121.58 - $136.74 $91,671 - $103,101
754 Added 39.77%
2,650 $359,000
Q1 2025

Aug 25, 2025

BUY
$128.74 - $138.67 $177,274 - $190,948
1,377 Added 51.96%
4,027 $546,000
Q4 2022

Feb 08, 2023

BUY
$112.65 - $131.57 $213,584 - $249,456
1,896 New
1,896 $237,000

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Coastal Bridge Advisors, LLC Portfolio

Follow Coastal Bridge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Bridge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastal Bridge Advisors, LLC with notifications on news.