Core Wealth Management, Inc. Spdr Series Tr Spdr S&P Divide Transaction History
Core Wealth Management, Inc.
- $311 Billion
- Q3 2025
A detailed history of Core Wealth Management, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Core Wealth Management, Inc. holds 2,298 shares of SDY stock, worth $317,629. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,298
Previous 2,298
-0.0%
Holding current value
$317,629
Previous $312 Million
3.18%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SDY
# of Institutions
1,355Shares Held
70.6MCall Options Held
59.5KPut Options Held
29.7K-
Bank Of America Corp Charlotte, NC7.36MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY4.74MShares$656 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.12MShares$431 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$419 Million0.13% of portfolio
-
Joel Isaacson & Co., LLC2.67MShares$369 Million13.96% of portfolio