Forbes Financial Planning, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Forbes Financial Planning, Inc.

$140 Million
Q2 2025

A detailed history of Forbes Financial Planning, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 27,543 shares of SDY stock, worth $3.87 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

27,543

Previous 38,186 27.87%

Holding current value

$3.87 Million

Previous $5.18 Million 27.85%

% of portfolio

2.67%

Previous 3.92%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$121.58 - $136.74 $1.29 Million - $1.46 Million	-10,643 Reduced 27.87%	27,543 $3.74 Million
Q1 2025 May 08, 2025	SELL	$128.74 - $138.67 $86,770 - $93,463	-674 Reduced 1.73%	38,186 $5.18 Million
Q4 2024 Feb 10, 2025	BUY	$131.66 - $144.0 $9,084 - $9,936	69 Added 0.18%	38,860 $5.13 Million
Q3 2024 Oct 29, 2024	BUY	$125.95 - $142.04 $97,233 - $109,654	772 Added 2.03%	38,791 $5.51 Million
Q2 2024 Jul 25, 2024	BUY	$124.6 - $132.46 $70,772 - $75,237	568 Added 1.52%	38,019 $4.84 Million
Q1 2024 Apr 29, 2024	BUY	$122.28 - $131.24 $143,434 - $153,944	1,173 Added 3.23%	37,451 $4.92 Million
Q4 2023 Feb 13, 2024	BUY	$110.2 - $125.58 $179,515 - $204,569	1,629 Added 4.7%	36,278 $4.53 Million
Q3 2023 Nov 07, 2023	BUY	$115.01 - $127.58 $48,304 - $53,583	420 Added 1.23%	34,649 $3.98 Million
Q2 2023 Aug 08, 2023	BUY	$117.3 - $124.97 $30,732 - $32,742	262 Added 0.77%	34,229 $4.2 Million
Q1 2023 May 04, 2023	BUY	$117.74 - $132.18 $1.9 Million - $2.13 Million	16,127 Added 90.4%	33,967 $4.2 Million
Q3 2022 Oct 21, 2022	BUY	$111.5 - $132.34 $689,962 - $818,919	6,188 Added 53.11%	17,840 $1.99 Million
Q2 2022 Aug 15, 2022	BUY	$114.07 - $132.3 $542,973 - $629,748	4,760 Added 69.07%	11,652 $1.38 Million
Q1 2022 May 13, 2022	BUY	$121.65 - $130.75 $121 - $130	1 Added 0.01%	6,892 $884,000
Q4 2021 Feb 18, 2022	BUY	$118.81 - $129.12 $818,719 - $889,765	6,891 New	6,891 $890,000

Others Institutions Holding SDY

# of Institutions

1,341

Shares Held

71.1M

Call Options Held

77.7K

Put Options Held

26.9K

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Forbes Financial Planning, Inc. Spdr Series Tr Spdr S&P Divide Transaction History