Confluence Investment Management LLC Spdr Series Tr Spdr S&P Divide Transaction History
Confluence Investment Management LLC
- $6.81 Billion
- Q2 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 75,270 shares of SDY stock, worth $10.4 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
75,270Holding current value
$10.4 Million% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SDY
# of Institutions
1,326Shares Held
71.5MCall Options Held
48.3KPut Options Held
39.7K-
Bank Of America Corp Charlotte, NC7.54MShares$1.04 Billion0.08% of portfolio
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Morgan Stanley New York, NY4.87MShares$675 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.01MShares$418 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC2.76MShares$383 Million0.15% of portfolio
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Joel Isaacson & Co., LLC2.56MShares$355 Million15.96% of portfolio