A detailed history of Destination Wealth Management transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Destination Wealth Management holds 700,423 shares of SDY stock, worth $93.5 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
700,423
Previous 698,057 0.34%
Holding current value
$93.5 Million
Previous $88.8 Million 12.06%
% of portfolio
3.12%
Previous 2.96%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 25, 2024

BUY
$125.95 - $142.04 $297,997 - $336,066
2,366 Added 0.34%
700,423 $99.5 Million
Q2 2024

Jul 24, 2024

SELL
$124.6 - $132.46 $433,608 - $460,960
-3,480 Reduced 0.5%
698,057 $88.8 Million
Q1 2024

May 14, 2024

BUY
$122.28 - $131.24 $1.36 Million - $1.46 Million
11,132 Added 1.61%
701,537 $92.1 Million
Q4 2023

Feb 13, 2024

SELL
$110.2 - $125.58 $1.18 Million - $1.34 Million
-10,698 Reduced 1.53%
690,405 $86.3 Million
Q3 2023

Nov 14, 2023

BUY
$115.01 - $127.58 $2.16 Million - $2.39 Million
18,771 Added 2.75%
701,103 $80.6 Million
Q2 2023

Aug 11, 2023

SELL
$117.3 - $124.97 $91,259 - $97,226
-778 Reduced 0.11%
682,332 $83.6 Million
Q1 2023

May 05, 2023

BUY
$117.74 - $132.18 $501,101 - $562,558
4,256 Added 0.63%
683,110 $84.5 Million
Q4 2022

Feb 10, 2023

SELL
$112.65 - $131.57 $5.21 Million - $6.08 Million
-46,228 Reduced 6.38%
678,854 $84.9 Million
Q3 2022

Nov 10, 2022

BUY
$111.5 - $132.34 $547,465 - $649,789
4,910 Added 0.68%
725,082 $80.8 Million
Q2 2022

Jul 29, 2022

SELL
$114.07 - $132.3 $631,377 - $732,280
-5,535 Reduced 0.76%
720,172 $85.5 Million
Q1 2022

May 12, 2022

BUY
$121.65 - $130.75 $419,935 - $451,349
3,452 Added 0.48%
725,707 $93 Million
Q4 2021

Feb 04, 2022

SELL
$118.81 - $129.12 $7.9 Million - $8.58 Million
-66,476 Reduced 8.43%
722,255 $93.3 Million
Q3 2021

Oct 25, 2021

BUY
$117.12 - $125.76 $712,558 - $765,123
6,084 Added 0.78%
788,731 $92.7 Million
Q2 2021

Aug 13, 2021

SELL
$118.74 - $127.47 $3.7 Million - $3.98 Million
-31,199 Reduced 3.83%
782,647 $95.7 Million
Q1 2021

May 05, 2021

SELL
$104.47 - $119.79 $2.67 Million - $3.07 Million
-25,587 Reduced 3.05%
813,846 $96.1 Million
Q4 2020

Feb 11, 2021

SELL
$91.76 - $107.36 $621,490 - $727,149
-6,773 Reduced 0.8%
839,433 $88.9 Million
Q3 2020

Nov 12, 2020

BUY
$88.24 - $98.33 $1.86 Million - $2.07 Million
21,035 Added 2.55%
846,206 $78.2 Million
Q2 2020

Aug 14, 2020

BUY
$76.15 - $100.68 $2.26 Million - $2.99 Million
29,696 Added 3.73%
825,171 $75.3 Million
Q1 2020

May 13, 2020

BUY
$68.26 - $108.76 $1.73 Million - $2.76 Million
25,332 Added 3.29%
795,475 $63.5 Million
Q4 2019

Feb 12, 2020

BUY
$98.73 - $107.77 $232,805 - $254,121
2,358 Added 0.31%
770,143 $82.8 Million
Q3 2019

Nov 13, 2019

BUY
$101.59 - $103.8 $2.2 Million - $2.24 Million
21,621 Added 2.9%
767,785 $78.8 Million
Q2 2019

Jul 19, 2019

BUY
N/A
16 Added 0.0%
746,164 $75.3 Million
Q1 2019

May 01, 2019

SELL
N/A
-1,957 Reduced 0.26%
746,148 $74.2 Million
Q4 2018

Feb 05, 2019

SELL
N/A
-5,376 Reduced 0.71%
748,105 $67 Million
Q3 2018

Nov 07, 2018

SELL
N/A
-21,344 Reduced 2.75%
753,481 $73.8 Million
Q2 2018

Jul 31, 2018

BUY
N/A
16,981 Added 2.24%
774,825 $71.8 Million
Q1 2018

Apr 05, 2018

BUY
N/A
23,139 Added 3.15%
757,844 $69.1 Million
Q4 2017

Feb 09, 2018

BUY
N/A
9,754 Added 1.35%
734,705 $69.4 Million
Q3 2017

Nov 09, 2017

BUY
N/A
14,883 Added 2.1%
724,951 $66.2 Million
Q2 2017

Aug 11, 2017

BUY
N/A
710,068
710,068 $63.1 Million

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Destination Wealth Management Portfolio

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

News

Stay updated on Destination Wealth Management with notifications on news.