Compass Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History

Compass Wealth Management LLC

  • $392 Billion
  • Q1 2025

A detailed history of Compass Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Compass Wealth Management LLC holds 826 shares of SDY stock, worth $108,239. This represents 0.03% of its overall portfolio holdings.

Number of Shares
826
Previous 530 55.85%
Holding current value
$108,239
Previous $70 Million 60.07%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Apr 29, 2025
BUY
$128.74 - $138.67 $38,107 - $41,046
296 Added 55.85%
826 $112 Million
Q4 2022

Feb 17, 2023
BUY
$112.65 - $131.57 $59,704 - $69,732
530 New
530 $66.3 Million

Others Institutions Holding SDY

# of Institutions
1,319
Shares Held
73M
Call Options Held
42.1K
Put Options Held
37.4K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Compass Wealth Management LLC Portfolio

Follow Compass Wealth Management 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 Compass Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email