Compass Planning Associates Inc Spdr Series Tr Spdr S&P Divide Transaction History
Compass Planning Associates Inc
- $109 Billion
- Q2 2025
A detailed history of Compass Planning Associates Inc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Compass Planning Associates Inc holds 31 shares of SDY stock, worth $4,318. This represents 0.0% of its overall portfolio holdings.
Number of Shares
31
Previous 31
-0.0%
Holding current value
$4,318
Previous $4.2 Million
0.71%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SDY
# of Institutions
1,338Shares Held
71MCall Options Held
77.7KPut Options Held
26.9K-
Bank Of America Corp Charlotte, NC7.4MShares$1.03 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.77MShares$665 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.13MShares$437 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.01MShares$419 Million0.14% of portfolio
-
Joel Isaacson & Co., LLC2.64MShares$368 Million15.04% of portfolio