Evercore Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Evercore Wealth Management, LLC

  • $6.02 Billion
  • Q1 2025

A detailed history of Evercore Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 2,267 shares of SDY stock, worth $305,364. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,267
Previous 2,407 5.82%
Holding current value
$305,364
Previous $317,000 3.15%
% of portfolio
0.01%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$128.74 - $138.67 $18,023 - $19,413
-140 Reduced 5.82%
2,267 $307,000
Q3 2024

Nov 14, 2024
BUY
$125.95 - $142.04 $17,633 - $19,885
140 Added 6.18%
2,407 $341,000
Q1 2024

May 15, 2024
SELL
$122.28 - $131.24 $55,026 - $59,058
-450 Reduced 16.56%
2,267 $297,000
Q3 2023

Nov 14, 2023
SELL
$115.01 - $127.58 $93,503 - $103,722
-813 Reduced 23.03%
2,717 $312,000
Q2 2023

Aug 04, 2023
BUY
$117.3 - $124.97 $149,792 - $159,586
1,277 Added 56.68%
3,530 $432,000
Q1 2023

May 15, 2023
BUY
$117.74 - $132.18 $7,417 - $8,327
63 Added 2.88%
2,253 $278,000
Q3 2021

Nov 15, 2021
BUY
$117.12 - $125.76 $256,492 - $275,414
2,190 New
2,190 $257,000
Q1 2020

May 14, 2020
SELL
$68.26 - $108.76 $473,929 - $755,120
-6,943 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$98.73 - $107.77 $19,746 - $21,554
200 Added 2.97%
6,943 $747,000
Q2 2019

Aug 13, 2019
BUY
N/A
1,869 Added 38.35%
6,743 $680,000
Q1 2019

May 14, 2019
BUY
N/A
256 Added 5.54%
4,874 $485,000
Q1 2018

May 15, 2018
SELL
N/A
-800 Reduced 14.77%
4,618 $421,000
Q3 2017

Nov 13, 2017
BUY
N/A
5,418
5,418 $495,000

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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