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 $111,262. This represents 0.03% of its overall portfolio holdings.

Number of Shares
826
Previous 530 55.85%
Holding current value
$111,262
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
1,320
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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