Ferguson Wellman Capital Management, Inc Spdr Series Tr Spdr S&P Divide Transaction History

Ferguson Wellman Capital Management, Inc

  • $4.97 Billion
  • Q1 2025

A detailed history of Ferguson Wellman Capital Management, Inc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 19,663 shares of SDY stock, worth $2.58 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,663
Previous 20,782 5.38%
Holding current value
$2.58 Million
Previous $2.75 Million 3.83%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 15, 2025
SELL
$128.74 - $138.67 $144,060 - $155,171
-1,119 Reduced 5.38%
19,663 $2.64 Million
Q4 2024

Jan 28, 2025
BUY
$131.66 - $144.0 $320,197 - $350,208
2,432 Added 13.25%
20,782 $2.75 Million
Q3 2024

Nov 06, 2024
BUY
$125.95 - $142.04 $22,922 - $25,851
182 Added 1.0%
18,350 $2.61 Million
Q3 2024

Oct 18, 2024
SELL
$125.95 - $142.04 $168,395 - $189,907
-1,337 Reduced 6.85%
18,168 $2.58 Million
Q2 2024

Jul 16, 2024
BUY
$124.6 - $132.46 $20,185 - $21,458
162 Added 0.84%
19,505 $2.48 Million
Q1 2024

Apr 09, 2024
BUY
$122.28 - $131.24 $18,097 - $19,423
148 Added 0.77%
19,343 $2.54 Million
Q4 2023

Jan 11, 2024
SELL
$110.2 - $125.58 $59,618 - $67,938
-541 Reduced 2.74%
19,195 $2.4 Million
Q3 2023

Oct 12, 2023
BUY
$115.01 - $127.58 $65,555 - $72,720
570 Added 2.97%
19,736 $2.27 Million
Q2 2023

Jul 11, 2023
SELL
$117.3 - $124.97 $100,056 - $106,599
-853 Reduced 4.26%
19,166 $2.35 Million
Q1 2023

Apr 20, 2023
SELL
$117.74 - $132.18 $557,498 - $625,872
-4,735 Reduced 19.13%
20,019 $2.48 Million
Q4 2022

Jan 13, 2023
BUY
$112.65 - $131.57 $2.79 Million - $3.26 Million
24,754 New
24,754 $3.1 Million
Q3 2022

Oct 17, 2022
SELL
$111.5 - $132.34 $54,635 - $64,846
-490 Reduced 8.12%
5,543 $618,000
Q2 2022

Jul 14, 2022
BUY
$114.07 - $132.3 $37,643 - $43,659
330 Added 5.79%
6,033 $716,000
Q1 2022

Apr 14, 2022
SELL
$121.65 - $130.75 $41,847 - $44,978
-344 Reduced 5.69%
5,703 $731,000
Q4 2021

Jan 10, 2022
SELL
$118.81 - $129.12 $42,177 - $45,837
-355 Reduced 5.55%
6,047 $781,000
Q3 2021

Oct 22, 2021
SELL
$117.12 - $125.76 $65,001 - $69,796
-555 Reduced 7.98%
6,402 $753,000
Q2 2021

Jul 12, 2021
BUY
$118.74 - $127.47 $24,935 - $26,768
210 Added 3.11%
6,957 $851,000
Q1 2021

Apr 26, 2021
SELL
$104.47 - $119.79 $445,042 - $510,305
-4,260 Closed
0 $0
Q4 2020

Feb 04, 2021
SELL
$91.76 - $107.36 $68,820 - $80,520
-750 Reduced 14.97%
4,260 $451,000
Q3 2020

Oct 13, 2020
SELL
$88.24 - $98.33 $67,503 - $75,222
-765 Reduced 13.25%
5,010 $463,000
Q2 2020

Aug 04, 2020
SELL
$76.15 - $100.68 $42,263 - $55,877
-555 Reduced 8.77%
5,775 $527,000
Q1 2020

Apr 21, 2020
BUY
$68.26 - $108.76 $25,938 - $41,328
380 Added 6.39%
6,330 $506,000
Q4 2019

Jan 24, 2020
SELL
$98.73 - $107.77 $2,961 - $3,233
-30 Reduced 0.5%
5,950 $640,000
Q3 2019

Oct 15, 2019
SELL
$101.59 - $103.8 $50,795 - $51,900
-500 Reduced 7.72%
5,980 $614,000
Q2 2019

Jul 16, 2019
BUY
N/A
900 Added 16.13%
6,480 $654,000
Q1 2019

Apr 11, 2019
SELL
N/A
-130 Reduced 2.28%
5,580 $555,000
Q4 2018

Jan 16, 2019
SELL
N/A
-150 Reduced 2.56%
5,710 $0
Q3 2018

Oct 25, 2018
SELL
N/A
-340 Reduced 5.48%
5,860 $574,000
Q2 2018

Aug 10, 2018
BUY
N/A
157 Added 2.6%
6,200 $575,000
Q1 2018

Apr 09, 2018
BUY
N/A
1,000 Added 19.83%
6,043 $551,000
Q4 2017

Jan 24, 2018
BUY
N/A
170 Added 3.49%
5,043 $476,000
Q3 2017

Oct 11, 2017
BUY
N/A
4,873
4,873 $445,000

Others Institutions Holding SDY

# of Institutions
1,321
Shares Held
73M
Call Options Held
42.1K
Put Options Held
37.4K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Ferguson Wellman Capital Management, Inc Portfolio

Follow Ferguson Wellman Capital Management, Inc 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 Ferguson Wellman Capital Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ferguson Wellman Capital Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email