Confluence Investment Management LLC Spdr Series Tr Spdr S&P Divide Transaction History

Confluence Investment Management LLC

  • $6.73 Billion
  • Q3 2025

A detailed history of Confluence Investment Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Confluence Investment Management LLC holds 67,791 shares of SDY stock, worth $9.44 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
67,791
Previous 75,270 9.94%
Holding current value
$9.44 Million
Previous $10.2 Million 6.75%
% of portfolio
0.14%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$136.48 - $142.97 $1.02 Million - $1.07 Million
-7,479 Reduced 9.94%
67,791 $9.49 Million
Q2 2025

Jul 01, 2025
BUY
$121.58 - $136.74 $9.15 Million - $10.3 Million
75,270 New
75,270 $10.2 Million

Others Institutions Holding SDY

# of Institutions
1,338
Shares Held
71M
Call Options Held
77.7K
Put Options Held
26.9K
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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